Knowing how to use dates in filters unlock many scenario possibilities for your marketing campaigns, such as:
- Welcome scenario
- Birthday scenario
- Triggered scenarios based on dates
When you wish to segment using a date, you need to remember two things.
- If you are comparing dates (for instance, emails opened within X and Y), use the YYYY-MM-DD date format.
- If you are using dates from your database (eg, birthday segment), input the exact same date format as your database. For instance, if your birthday fields were input as DD-MM-YY, you need to use the same format (ex: 15-12-83, not 83-12-15). This is important if you’re planning to use the date variables.
When using conditions on dates, you can use variables to dynamically select the current day’s date, as used in the birthday filter example below.
- => current day
- => current month
- => current year
Remember that, for custom database fields, you need to use the exact format you entered. If your database dates use the format DD-MM-YYYY and want to use the variables, enter --. If you use the format YYYY/MM/DD, use //.$
Filtering on a single list
Contacts in Splio are subscribed to lists you can use to filter them. To do so, use the "Memberships" condition from the criteria panel, as in the image below.
A list of all lists can be accessed through DATA > Lists.
You can manage certain welcome scenarios by filtering your contacts according to the date when they were entered into the database. More generally, you can include or exclude contacts based on when their data was entered into the database.
To do so, use the "Date of creation in DB" condition from the "Individual" section:
"Event fixed date" allows you to select any specific day as the point of reference, whereas with "Event rolling date" you can set a date relative to the time of calculation.
A birthday filter corresponds to the dynamic population where the contacts change every day. It is ideal for automatic campaigns, as the same message is sent every day to a different population, such as a Happy Birthday message.
For birthdays and similar events, Splio offers the "event anniversary" operator:
Use this operator to match contacts a specific time (in days, months etc.) before their birthdays.
Alternatively, if you wish to target those contacts whose birthday happens within the current month or in a specific month of the year, make sure to follow the below structure when creating your target. Please note that this option works only if the "birthday" field has been set up as a string format.
birth date contains -$month$- :(current month)
birth date contains -01- :(January)
birth date contains -02- :(February)
birth date contains -03- :(March)
birth date contains -04- :(April)
birth date contains -05- :(May)
birth date contains -06- :(June)
birth date contains -07- :(July)
birth date contains -08- :(August)
birth date contains -09- :(September)
birth date contains -10- :(October)
birth date contains -11- :(November)
birth date contains -12- :(December)
You can send automatic emails aimed at specific filters based when a specific event occurred in the past or in the future (the choice depends on the event).
This may be useful when creating reminders or reactivation campaigns.
You can also refer to a future period. You will find these option in Loyalty conditions dealing with expiration dates:
For all types of events, Splio allows you to select a time range.
If you need to find all contacts who clicked on a link when the promotional offer was in force, you can use the following condition using two fixed dates:
Alternatively, if for an instance you need to send a survey to everybody who became a member of your Splio universe between 30 and 60 days ago, you may find the following condition interesting: