Creating Segments Based on Dates

Act-On allows you to create segments calculated from the date fields in your marketing lists.

Instructions

1. Navigate to the list where you'd like the segment to reside
   (Contacts > Marketing Lists or Contacts > Other Lists)
2. Click the dropdown arrow and select Create a Segment
3. Name your segment
4. Make sure that Query is selected as the segmentation Method
5. Select the date field in the second field from the left
   
   
   Other date options:
   
   • Record creation date (the date the contact was added to this list).
     Always select the date format Mon DD YYYY with the record creation date.
   • Last updated date
6. Choose a date condition:
   • equals to match one specific date
   • is before to match any earlier date
   • is after to match any later date
   • is between or equals to match a date range
7. Choose the type of date:
   • calendar date to choose a day from the date picker
   • relative date to choose the current day or a number of days/weeks/months in the past or future
     
     
8. Select the format that matches the date in your list
   
   This is very important – if the date format in your list doesn't match, segmentation won't calculate correctly

Examples

Using the date format MM/DD/YYYY:

• The date is before 01/01/2020
  Act-On will locate records with a date value of 12/31/2019 and before
• The date is after 2 months ago
  If today's date is 01/03/2020, Act-On will locate records with a date value of 11/03/2019 and later

If a renewal date is in six months' time:

Supported Date Formats

Act-On segmentation supports the following date formats: