Creating Segments Based on Dates

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

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)
- Last updated date
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:

Date is before 01/01/2020
- Act-On will locate records with a date value of 12/31/2019 and before
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

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