Creating Segments Based on Dates

You can create segments that filter contacts based on dates in your lists or segments. Date criteria help you target contacts by when they were added, updated, or when a specific date field matches a range such as “before,” “after,” or “within the past X days.”

Instructions

1. Navigate to the list or segment where you want your new segment to live.
2. Hover over the list or segment and select Create subsegment. Or select Create segment in the top right when segmenting from All Contacts.
3. Name your segment.
4. Set the segmentation method to Query.

5. Choose a date field to filter by. You can:

   • Select Date from the second dropdown, or
   • Select System to use:
     • Record creation date (when the contact was added)
     • Record last changed date
   Always select the date format Mon DD YYYY when segmenting on Record creation date.

6. Choose a date condition:
   • equals to match one specific date
   • is before to match earlier dates
   • is after to match later dates
   • is between or equals to match a range
7. Choose the type of date:
   • calendar date to pick a specific day
   • relative date to filter by a number of days, weeks, or months from today

8. Select the date format that matches your list.

   This step is very important. If the format does not match the values in your list, segmentation cannot calculate correctly.

Examples

Using the date format MM/DD/YYYY:

• is before 01/01/2020 
  Finds records with a date of 12/31/2019 or earlier.
• is after 2 months ago 
  If today is 01/03/2020, this finds records dated 11/03/2019 or later.

If a renewal date is six months in the future, you can use a relative range:

Supported Date Formats

Act-On segmentation supports the following date formats: