Who can use this feature?
- Refer to user licenses for limitations
- Available on all plans
Date attributes allow the following options within segmentation:
- Days: Today; Tomorrow; Specific Date; Yesterday; Last 3, 7, 14 Days; Next 3, 7, 14 Days.
- Months: Next Month; Current Month; Specific Month; Previous Month; Last 30, 60 Days; Next 30, 60 Days.
- Quarter: Next Quarter; Current Quarter; Specific Quarter; Previous Quarter; Last 90, 180 Days; Next 90, 180 Days.
- Custom: Between two dates; Before a date; Before a date or not exists; After a date; Last X days; Between last X-7 days; Over X days ago; Over X days ago or not exists; Over X months ago or not exists; Next X days; Between next X-7 days; After next X days; Any Value; No Value.
Use date filters
- Within a segment, campaign, SuccessPlay, or other segmentation engine, click to add a filter.
- Locate the date attribute you want.
- Choose the time frame you want to query on. Unless a specific date is used, date time frames are dynamic (e.g., "current month" will always update to show the current month you're in as time passes). Examples:
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Task Due Dateover 1 day ago (e.g., show overdue tasks) -
Contract Renewal Datein the current month (e.g., show this month's renewals).
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- Click Apply Filter to view the matching records.