Before we dive into some best practices, let's start with a brief discussion over what each of these fields represents in Crelate.
Last Reach Out Date: The last reach out field is intended to show when action was taken in attempt to connect with a contact. This may not necessarily mean that the contact responded but is present to show outbound effort. This will be automatically updated if you send a text message or email (individual, bulk or campaign) but can also be manually set each time a custom activity is logged. Below the "Last Engagement Date" explanation, you'll see a settings option where you may configure which activity constitutes a "reach out.'
Last Engagement Date: This field designates the last time there was meaningful discussion or contact with an individual. For an engagement date to be updated, the following may occur: a contact sends an email or text message to you OR that contact applies to a job. This will also follow the rules of notating engagement on your existing activities. The intent of this field is to track not just outward attempts to reach a contact but truly successful connections. This coupled with the last reach out should give you the capability to learn not only how frequently you're reaching out but also how frequently that contact is engaging you back.
Here you'll notice 4 options:
Never- This will never update the last activity date.
Always - This will always update the last activity date
Ask (default to false) - This will give you the option to select whether or not to update the last activity date, however, the engagement box will NOT be selected by default
Ask (default to false) - This will give you the option to select whether or not to update the last activity date, however, the engagement box will be selected by default
Once established, you'll noticed dates will appear at the top of a contact record.
Pro Tip: Why stop there? Leverage these date fields to:
Take a look at our short video tutorial below.
Looking to learn more about Crelate's date fields and how to leverage them? Check out more below!