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edachs
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Member since ‎Mar 28, 2023
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Emily Dachs

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edachs on June 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 read more
Reply Discussion Custom Objects Workaround Workflows
1 upvote
2 Replies
Solved
edachs on June 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.
Reply Discussion Reports
0 upvote
5 Replies
edachs
Participant
June 16, 2023
You're so right! I re-read your instructions and got the right report. Thank you for the detailed help!
Solved
edachs on June 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.
Reply Discussion Reports
0 upvote
5 Replies
edachs
Participant
June 16, 2023
You're so right! I re-read your instructions and got the right report. Thank you for the detailed help!
Solved
edachs on June 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.
Reply Discussion Reports
0 upvote
5 Replies
edachs
Participant
June 16, 2023
You're so right! I re-read your instructions and got the right report. Thank you for the detailed help!
Solved
edachs on April 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.
Reply Discussion Workflows
0 upvote
2 Replies
edachs
Participant
April 18, 2023
That makes sense. I appreciate it!
Solved
edachs on April 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.
Reply Discussion Workflows
0 upvote
2 Replies
edachs
Participant
April 18, 2023
That makes sense. I appreciate it!
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