Lead Revisit Notifications by Smart Lists
Similar to "Add to Workflows", there should be a feature where you can turn on Lead Revisit Notifications for a Smart List.
There should also be a feature to have lead revisit notifications be off by default, so the user can activate just the ones they want.
Kyle Nealy commented
One of our contacts visited our website to unsubscribe to future emails. The revisit notification was sent to our salesperson with no details as to why she had visited the website, so he sent her a followup email to see if there was any more information she needed. Poor lady can't be rid of us! I don't see any way to prevent this from happening again. Anyone have ideas?
Rey Villar commented
This would be a valuable addition to HubSpot. I've been trying to figure out a way to do this for a while now with the existing setup, and I've been frustrated to find I can't do it.
Our sales teams want automated revisit alerts -- but NOT for all contacts. They just want alerts on sales qualified leads, for example. Yes, they can manually select which leads they want to get revisit alerts on... but that defeats the concept of marketing automation.
If we can set revisit alerts by smart list, I can set up a smart list for SQLs, and then only send revisit alerts for contacts in that SQL smart list.
Alison Cilliers commented
We need to be able to distribute website lead revisit notifications to individual sales staff based on a specific contact property being the project name which is a hidden field on all of our forms.
Joshua Paul commented
Admin, I don't think that internal notifications will be able to cover this until the 'last visit' field is able to be keyed off of a rolling date. (I'm using HS pro.)
AdminHubSpotter (Admin, HubSpot) commented
Interesting idea, Bob. Does the internal notification Workflow step tackle this use case at all? Especially since you can customize the emails to include dynamic tags, such as "last URL visited" or other custom properties.