Act-On allows you to create segments calculated from the date fields in your marketing lists.
Instructions
- Navigate to the list where you'd like the segment to reside
(Contacts > Marketing Lists or Contacts > Other Lists) - Click the dropdown arrow and select Create a Segment
- Name your segment
- Make sure that Query is selected as the segmentation Method
- 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
- Record creation date (the date the contact was added to this list).
- 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
- 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
- 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:
Format | Example |
MM/DD/YYYY | 05/31/2020 |
MM/DD/YY | 05/31/20 |
MM-DD-YYYY | 05-31-2020 |
MM-DD-YY | 05-31-20 |
MM.DD.YYYY | 05.31.2020 |
Mon DD YYYY | May 31 2020 |
DD/MM/YYYY | 31/05/2020 |
DD/MM/YY | 31/05/20 |
DD-MM-YYYY | 31-05-2020 |
DD-MM-YY | 31-05-20 |
DD.MM.YYYY | 31.05.2020 |
DD Mon YYYY | 31 May 2020 |
DD Month YYYY | 31 May 2020 |
YYYY/MM/DD | 2020/05/31 |
YYYY-MM-DD | 2020-05-31 |
Wkd, DD Mon YYYY | Sun, 31 May 2020 |
Weekday, DD Month YYYY | Sunday, 31 May 2020 |