Tips, Tricks & Best Practices

IKubrakov
Participant

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.

 

Thank you in advance for your help!

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Track enrollment in specific workflow via custom event

SOLVE

Hi @IKubrakov,

 

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Track enrollment in specific workflow via custom event

SOLVE

Hi @IKubrakov,

 

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

Beratungstermin mit Karsten vereinbaren

 

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

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IKubrakov
Participant

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.

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

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

Beratungstermin mit Karsten vereinbaren

 

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

IKubrakov
Participant

Track enrollment in specific workflow via custom event

SOLVE

@karstenkoehler, thank you for sharing your experience. If to look from this side, you are right. There is no big difference.

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