Creating Segments Based on Dates

Create segments calculated from the date fields in your segments or lists.

Instructions

1. Navigate to the segment or list where you'd like the segment to reside
   (Audience Center > All Contacts, Lists > Marketing Lists, or Lists > Other Lists).
2. Hover over the segment or list you want & from the menu on the right, select Create subsegment / a segment. Or click Create segment (top right) if segmenting from All Act-On Contacts.
3. Name your segment.
4. Make sure that Query is selected as the segmentation Method.
5. Either select Date in the second field from the left, or select System from the first field.
   Other date options:
   
   • Record creation date (the date the contact was added).
     Always select the date format Mon DD YYYY with the record creation date.
   • Record last changed 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

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 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: