Creating Segments Based on Dates

  • Updated

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

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    Other date options:
    • Record creation date (the date the contact was added to this list)
    • 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

      mceclip1.png
  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 date format MM/DD/YYYY:
  • 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


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

 

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