Tips, Tricks & Best Practices

SBERGE
Member

Reset a property value everyday

SOLVE

Hello community,
I would like to reset a property value to 0 every day on a high volume of contacts. This property is used to track the number daily activites, for every leads (it counts the sales email openings).

It would definitely be possible to do it with a reccuring trigger but I don't have an Operation hub professional subscription.

 

Any other idea?

 

Thanks for your help

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Reset a property value everyday

SOLVE

Hi @SBERGE,

 

While not a clean solution, this could be achieved with two regular workflows. You need to create a custom property with values (see below) for this.

 

Workflow 1:

  1. Enroll contacts when custom property value is 'enroll in workflow 1' (enable re-enrollment for this property)
  2. Clear activity property value
  3. Delay for 24 hours
  4. Set custom property value to 'enroll in workflow 2'

 

Workflow 2:

  1. Enrolls contacts when custom property value is 'enroll in workflow 2' (enable re-enrollment for this property)
  2. Clear activity property value
  3. Delay for 24 hours
  4. Set custom property value to 'enroll in workflow 1'

 

As you can see, these would be bouncing the contact back and forth. You would first enable these workflows, then bulk set the value for all contacts to 'enroll in workflow 1'. You would have to do so at the time you want to be the time of the recurring reset.

 

There is a risk that this shifts a bit over time, if each round adds a few seconds, especially with larger amounts of contacts. You could double check every once in a while, switch off, switch back on again at the desired time.

 

Also, you could look into third-party automation like Zapier. This might be achievable there as well.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Reset a property value everyday

SOLVE

Hi @SBERGE,

 

While not a clean solution, this could be achieved with two regular workflows. You need to create a custom property with values (see below) for this.

 

Workflow 1:

  1. Enroll contacts when custom property value is 'enroll in workflow 1' (enable re-enrollment for this property)
  2. Clear activity property value
  3. Delay for 24 hours
  4. Set custom property value to 'enroll in workflow 2'

 

Workflow 2:

  1. Enrolls contacts when custom property value is 'enroll in workflow 2' (enable re-enrollment for this property)
  2. Clear activity property value
  3. Delay for 24 hours
  4. Set custom property value to 'enroll in workflow 1'

 

As you can see, these would be bouncing the contact back and forth. You would first enable these workflows, then bulk set the value for all contacts to 'enroll in workflow 1'. You would have to do so at the time you want to be the time of the recurring reset.

 

There is a risk that this shifts a bit over time, if each round adds a few seconds, especially with larger amounts of contacts. You could double check every once in a while, switch off, switch back on again at the desired time.

 

Also, you could look into third-party automation like Zapier. This might be achievable there as well.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.