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edachs
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Emily Dachs

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edachs en Junio 26, 2023
Creating a "last marketing interaction date" property based on other date properties already known
Hi! I've been looking at these 5 separate date properties to determine when a contact's last marketing interaction was: Date of last marketing email open Time last seen Last engagement date Last activity date Last session date Instead of ha Leer más
Responder Conversación Custom Objects Workaround Workflows
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2 Respuestas
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edachs en Junio 16, 2023
Funnel of lifecycle stages "as of today"
I want to be able to view, in a funnel, how many contacts we have in each lifecycle stage as of today. I don't see a way to do that. It's all aggregate results or saying how many contacts have become x stage today, but nothing about "as of" today.
Responder Conversación Reports
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5 Respuestas
edachs
Participante
Junio 16, 2023
You're so right! I re-read your instructions and got the right report. Thank you for the detailed help!
Resuelta
edachs en Junio 16, 2023
Funnel of lifecycle stages "as of today"
I want to be able to view, in a funnel, how many contacts we have in each lifecycle stage as of today. I don't see a way to do that. It's all aggregate results or saying how many contacts have become x stage today, but nothing about "as of" today.
Responder Conversación Reports
0 Me gusta
5 Respuestas
edachs
Participante
Junio 16, 2023
You're so right! I re-read your instructions and got the right report. Thank you for the detailed help!
Resuelta
edachs en Junio 16, 2023
Funnel of lifecycle stages "as of today"
I want to be able to view, in a funnel, how many contacts we have in each lifecycle stage as of today. I don't see a way to do that. It's all aggregate results or saying how many contacts have become x stage today, but nothing about "as of" today.
Responder Conversación Reports
0 Me gusta
5 Respuestas
edachs
Participante
Junio 16, 2023
You're so right! I re-read your instructions and got the right report. Thank you for the detailed help!
Resuelta
edachs en Abril 17, 2023
Help with workflow enrollment - create date last 90 days
I'm wanting to create a workflow that enrolls contacts if their create date is in the last 90 days. I can only find a way to do this with particular dates, rather than a rolling 90 days.
Responder Conversación Workflows
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2 Respuestas
edachs
Participante
Abril 18, 2023
That makes sense. I appreciate it!
Resuelta
edachs en Abril 17, 2023
Help with workflow enrollment - create date last 90 days
I'm wanting to create a workflow that enrolls contacts if their create date is in the last 90 days. I can only find a way to do this with particular dates, rather than a rolling 90 days.
Responder Conversación Workflows
0 Me gusta
2 Respuestas
edachs
Participante
Abril 18, 2023
That makes sense. I appreciate it!
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