How do I create a segment for date joined?

There are multiple options available to create a segment based on the date contacts get added to your Delivra account. Outlined below are several example segment clauses. Go to the Contacts dashboard and click Segments from the left-hand navigation to get started. 

How-To

Example 1: Create a date joined segment based on a date from the calendar

1. Click the "Create Email Segment" button at the top-right of the page.
2. Choose "Regular Segment" from the pop-up. 
3. Give your segment a name and description.
4. Choose a storage folder. (optional)
5. Open the "select field" drop-down to open menu of clause options. Use the search box to find "Date Joined".
6. Select operator for clause comparison. Your options include equal to, not equal to, before, after, etc. In the example seen in the image, I've chosen "after".
7. Use the calendar to select the date and click "ok".
8. Click "Save and Test" to save the segment to your library and return results.
   
   

Example 2: Create a date joined segment based on a date "within the past" X days

1. Click the "Create Email Segment" button at the top-right of the page.
2. Choose "Regular Segment" from the pop-up. 
3. Give your segment a name and description.
4. Choose a storage folder. (optional)
5. Open the "select field" drop-down to open menu of clause options. Use the search box to find "Date Joined".
6. Select operator for clause comparison. In this example, choose "within the past".
7. Enter the number of days for the clause. Click "Ok".
8. Click "Save & Test" to save the segment and return results.
   
   

Example 3: Create a date joined segment based on a date between a date range

1. Click the "Create Email Segment" button at the top-right of the page.
2. Choose "Regular Segment" from the pop-up. 
3. Give your segment a name and description.
4. Choose a storage folder. (optional)
5. Open the "select field" drop-down to open menu of clause options. Use the search box to find "Date Joined".
6. Select operator for clause comparison. In this example, choose "date between".
7. Use the calendar to choose two dates for the range and then click "Ok".
8. Click "Save & Test" to save the segment and return results.
   
   

Example 4: Create a date joined segment based on a date "more than" X days

1. Click the "Create Email Segment" button at the top-right of the page.
2. Choose "Regular Segment" from the pop-up. 
3. Give your segment a name and description.
4. Choose a storage folder. (optional)
5. Open the "select field" drop-down to open menu of clause options. Use the search box to find "Date Joined".
6. Select operator for clause comparison. In this example, choose "more than".
7. Enter the number of days for the clause. Click "Ok".
8. Click "Save & Test" to save the segment and return results.
   
   

Example 5: Create a segment using the Date Joined field to trigger the send of a campaign.
Typically used to send welcome campaigns to new contacts. (Professional license or above)

1. Click the "Create Email Segment" button at the top-right of the page.
2. Choose "Triggered Segment" from the pop-up. 
3. Give your segment a name and description.
4. Choose a storage folder. (optional)
5. Under the "Find contacts based on this trigger event" section,  open the "select field" drop-down to open clause menu. Search for "Date Joined".
6. Choose "Exact Date and Time" from the drop-down.
   
   

Notes

1. You may interchange the field Date Joined used in the examples above with any date field in your account.
2. When evaluating dates and the time field is left blank, time will be ignored and only the calendar date will be referenced.

Resources

Learn more about creating regular segments in an online tutorial.

Learn more about triggered campaigns in an online tutorial.