How do I create a segment for date joined?

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.

1. From Contacts, select Segments from the left-hand navigation.
2. Click the Create Regular Segment button at the top-right of the page.
3. Give your segment a name and description.
4. Choose a storage folder. (optional)
5. Open the Select a Field drop-down and search for Date Joined (or a different contact field date, depending on your use case)
6. Select comparison of "equal to", "before", "after" etc.
7. Use the calendar to select the date and the time.
8. 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.

1. From Contacts, select Segments from the left-hand navigation.
2. Click the Create Regular Segment button at the top-right of the page.
3. Give your segment a name and description.
4. Choose a storage folder. (optional)
5. Open the Select a Field drop-down and search for Date Joined (or a different contact field date, depending on your use case)
6. Select comparison of "Within the past'.
7. Enter in the number of days you want to include in your results return.
8. 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.

1. From Contacts, select Segments from the left-hand navigation.
2. Click the Create Regular Segment button at the top-right of the page.
3. Give your segment a name and description.
4. Choose a storage folder. (optional)
5. Open the Select a Field drop-down and search for Date Joined (or a different contact field date, depending on your use case)
6. Select comparison of "between".
7. Use the calendar to select the starting date and time and also the ending date and time.
8. 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.

1. From Contacts, select Segments from the left-hand navigation.
2. Click the Create Regular Segment button at the top-right of the page.
3. Give your segment a name and description.
4. Choose a storage folder. (optional)
5. Open the Select a Field drop-down and search for Date Joined (or a different contact field date, depending on your use case)
6. Select comparison of "More than".
7. Use the calendar to select the date and sent the time.
8. 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.

1. From Contacts, select Segments from the left-hand navigation.
2. Click the Create a Segment drop-down at the top-right of the page and choose Create a Triggered Segment. 
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 a Field drop-down and search for Date Joined (or a different contact field date, depending on your use case)
6. Choose "Exact Date and Time" from the radio button option.
7. Click "Save and Test" to complete.