DESCRIPTION
There are multiple options available to use while creating a segment based on the date your contact was added to your Delivra contact database.
HOW-TO
Example 1: Create a Segment based on Date Joined
Go to Contacts dashboard to begin.
- From Contacts, select Segments from the left-hand navigation.
- Click the Create Regular Segment button at the top-right of the page.
- Give your segment a name and description.
- Choose a storage folder. (optional)
- Open the Select a Field drop-down and search for Date Joined (or a different contact field date, depending on your use case)
- Select comparison of "equal to", "before", "after" etc.
- Use the calendar to select the date and the time.
- Click "Save & Test" to save the segment and return results.
Example 2: Create a Segment to find recipients based on 'Within the past' X Days
Go to Contacts dashboard to begin.
- From Contacts, select Segments from the left-hand navigation.
- Click the Create Regular Segment button at the top-right of the page.
- Give your segment a name and description.
- Choose a storage folder. (optional)
- Open the Select a Field drop-down and search for Date Joined (or a different contact field date, depending on your use case)
- Select comparison of "Within the past'.
- Enter in the number of days you want to include in your results return.
- Click "Save & Test" to save the segment and return results.
Example 3: Create a Segment to find recipients based on 'Between' X number of days.
Go to Contacts dashboard to begin.
- From Contacts, select Segments from the left-hand navigation.
- Click the Create Regular Segment button at the top-right of the page.
- Give your segment a name and description.
- Choose a storage folder. (optional)
- Open the Select a Field drop-down and search for Date Joined (or a different contact field date, depending on your use case)
- Select comparison of "between".
- Use the calendar to select the starting date and time and also the ending date and time.
- Click "Save & Test" to save the segment and return results.
Example 4: Create a Segment to find recipients based on 'More than' X days older than the current date.
Go to Contacts dashboard to begin.
- From Contacts, select Segments from the left-hand navigation.
- Click the Create Regular Segment button at the top-right of the page.
- Give your segment a name and description.
- Choose a storage folder. (optional)
- Open the Select a Field drop-down and search for Date Joined (or a different contact field date, depending on your use case)
- Select comparison of "More than".
- Use the calendar to select the date and sent the time.
- Click "Save & Test" to save the segment and return results.
Example 5: Create a Segment to trigger off of Join Date (Welcome Segment for triggered campaign) (Professional and Enterprise)
Go to the Contacts dashboard to begin.
- From Contacts, select Segments from the left-hand navigation.
- Click the Create a Segment drop-down at the top-right of the page and choose Create a Triggered Segment.
- Give your segment a name and description.
- Choose a storage folder. (optional)
- Under the "Find contacts based on this trigger event" section, open the Select a Field drop-down and search for Date Joined (or a different contact field date, depending on your use case)
- Choose "Exact Date and Time" from the radio button option.
- Click "Save and Test" to complete.
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