Lapsed Customers - Returned to Site

MParsons3
メンバー

I want to create a workflow that finds trade customers who have 1. Been on our website in the past or purchased/engaged with us over 180 days ago 2. Lapsed for a period of 180 days 3. Recently returned to the website (viewed a page). If the customer meets these I need to send an internal email to let a sales rep know and reach out to the customer. I am struggling to figure out the filters I need to find these customers though. Screenshot 2026-01-22 151110.png

0 いいね!
2件の返信 2
CarolinaDeMares
トップ投稿者 | Platinum Partner

Hey @MParsons3 ! 

I see you are creating a segment with the criteria you described, which is on my opinion looking good, next steps are
 - Go to Automations > Workflows > create a new workflow
- For the trigger criteria, chose contact object and select the option "when filter criteria is met" 

CarolinaDeMares_0-1769099674620.png

- Then select "Segment (list) membership" 

CarolinaDeMares_1-1769099719924.png

- Search for the segment you created with the previously mentioned criteria 
- Add WF action "send email" in the communications section 

Should look something like this: 

CarolinaDeMares_2-1769099841342.png

Hope this helps! If you need further support with HubSpot setup, in ZUID we can help:にっこり目のにっこり笑顔:

Carolina De Mares

CarolinaDeMares_3-1769099862383.gif

 

ZUID.
Goirkekanaaldijk 12 
5046 AT Tilburg 
Nederland

0 いいね!
MParsons3
メンバー

I just want to check on my segment, as need to make sure I am clearly defining those that have lapsed for 180 days but then in the last 7 days returned to our site. I don't just want to collect everyone who has visited the site in the last 7 days (need to ensure that they have had a lapsed period)

0 いいね!