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Retroactively Attributing an Action to a Success

Question asked by fbcf24fa6fd26d7a02c9c0eef21412c8761d8331 on Sep 1, 2016
Latest reply on Sep 8, 2016 by jessica.kao

I'm trying to perform a fairly simple task, but can't figure out how to do it using the filters and constraints in Smart Lists.


Essentially, I'm trying retroactively see if a engagement program email contributed to a lead taking an action using Smart Lists. In this case, I'm trying to see if an email was sent and engaged with BEFORE a lead registered for a product trial or became a customer, therefore, I can say that an email contributed/assisted to that lead signing up. Right now I'm using the Date of Activity constraint, but that doesn't provide an order of events.


Anyone have any ideas on how I can setup a smart list or even smart campaign to determine whether or not one action had an influence on another based on dates?