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
