New MQL - Should you date Stamp Subscriber/Lead and MQL with that Same Date
SOLVE
1 Accepted solution
New MQL - Should you date Stamp Subscriber/Lead and MQL with that Same Date
SOLVEHi @SMorton1,
For users of the default lifecycle stage property, that would be recommended, yes, as funnel reports will not give you the full picture if contacts skip lifecycle stages. For a custom lifecycle stage property it really depends what exactly you want to be able to see in your custom reports.
Generally, it would be ideal to have all previous values of the lifecycle stages logged to the property. This gives you more flexibility when creating lists and reports ("has ever been any of"). It might also be an important piece of information for SLA reporting (e.g. contact that skips MQL stage will not show up in SLA reporting for marketing team.)
However, it is very hard to maintain, especially for the default lifecycle stage property. All team members need to know that stages shouldn't be skipped when edited manually which is almost impossible to guarantee.
You might be interested in an upcoming change to the default lifecycle stage property: Customized lifecycle stages for contacts and companies
Hope this helps!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
New MQL - Should you date Stamp Subscriber/Lead and MQL with that Same Date
SOLVEHi @SMorton1 ,
Didn't get 'Custom lifecycle stage field'? Are you using a custom property for lifecycle stage property? As we cannot edit the default property. If yes, I would like you to suggest to use the default property- Lifecycle stages. Because while creating the funnels reports for LCS, or reports using MQL/SQL stages will use only default properties of HubSpot and not the custom one.
For your query, by deafault a form submission will make the contact 'Lead'. if you are defining your contact coming through a form as MQL (via workflow) then why you need to stamp them for previous stages?
Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.
 |
New MQL - Should you date Stamp Subscriber/Lead and MQL with that Same Date
SOLVEHi @SMorton1,
For users of the default lifecycle stage property, that would be recommended, yes, as funnel reports will not give you the full picture if contacts skip lifecycle stages. For a custom lifecycle stage property it really depends what exactly you want to be able to see in your custom reports.
Generally, it would be ideal to have all previous values of the lifecycle stages logged to the property. This gives you more flexibility when creating lists and reports ("has ever been any of"). It might also be an important piece of information for SLA reporting (e.g. contact that skips MQL stage will not show up in SLA reporting for marketing team.)
However, it is very hard to maintain, especially for the default lifecycle stage property. All team members need to know that stages shouldn't be skipped when edited manually which is almost impossible to guarantee.
You might be interested in an upcoming change to the default lifecycle stage property: Customized lifecycle stages for contacts and companies
Hope this helps!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
