Track enrollment in specific workflow via custom event
SOLVE
Hi!
Is there a way to create custom events based on workflow enrollment, met goals, and workflow completion?
Example: a contact enrolled in a nurture workflow - it records as a custom event. As a result, I can track how many events have occurred over time in reports and see some patterns.
Does it have to be an event? The easiest solution would be creating a custom date property, using "Set property value" to document the current date at the beginning of the workflow and then using the date property in a report to visualise over time.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Does it have to be an event? The easiest solution would be creating a custom date property, using "Set property value" to document the current date at the beginning of the workflow and then using the date property in a report to visualise over time.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Track enrollment in specific workflow via custom event
SOLVE
Hi Karsten,
Thank you! I started with that, but we will have many different nurture workflows, so I need to create three new properties for each Nurture track and have more workflows (for goals met and completed) to maintain it. (currently, I need 30 additional properties) I thought creating custom events might be a better solution if it is an option.
Track enrollment in specific workflow via custom event
SOLVE
@IKubrakov would it mean that much of a difference if you instead created 30 custom events? Date properties are easier to handle, in my opinion, and offer a wider variety of applications, including better "filter ability" in most tools.
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer