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Using Date Filters in Legacy Filter

Learn more about how to use date filters when segmenting your email sends.

Updated over a year ago

One of the most powerful ways to target groups of customers is by those who took a specific action on a certain date or within a specified date range. Target customers by subscription date, how they are engaging with your emails, or what they have purchased. 

Selecting an Operator

When selecting date ranges in the Listrak Legacy filtering system, there are six different choices for specifying the date range.

  • Equals: The date a specific action occurred must match the date in the filter exactly.

  • Does Not Equal: The date a specific action occurred must be any value other than the date in the filter.

  • Is Before: Includes the specific action occurring up through the day before the reference date. The reference date is not included in the calculation.

  • Is After: Includes the specific action occurring at the start of the reference date through the end of today. The reference date is included in the calculation.

  • Is Between: Includes the specific action occurring from 12:00:01AM on the first date through 11:59:59PM on the day prior to the second date. The second date is not included in the calculation.

    💡 You can change the specific hour and minute by clicking on the clock icon. By default, midnight will be used.

  • Is Not Between: Includes the specific action occurring until 11:59:59PM the day before the first date and after 12:00:00AM of the second date. The time between 12:00:00AM on the first date through 11:59:59 PM on the day prior to the second date is not included in the calculation.

There are also two other options available when using the date data type which are beneficial if a date range or specific calendar date is irrelevant.

  • Is Empty: There is no date value in the profile field.

  • Is Not Empty: There is a date value in the profile field.

Specifying the Date Range

Select your dates using two different methods: picking a static date or using an offset.

  • Static Dates: Use the calendar and clock icons to select a date and time. This option specifies the behavior that has or has not occurred since a specific event, such as an email being sent or a holiday. 

  • Offset: Click the arrow icon next to Today to use the offset option. Using an offset allows the time frame to be adjusted based on when an email is sent. For example, an offset of 1 week before today will calculate the 1-week window on the date the email is sent, including today.

HELPFUL TIPS:

  • Use this option to allow flexibility in moving the message on your marketing calendar. 

  • This includes actions that occur until 12:00:01 AM 'today'.

Example

Date filters allow you to segment contacts based on if they have or have not taken a certain action in a given time frame. For example, you only want to send a message to those who last opened an email between 60 and 90 days ago. 

1. Navigate to Messages > Email New Email Broadcast.
2. Navigate to the Legacy Filter Settings.
3. Click Edit Filter


4. Select System Fields from the first drop-down menu. System fields track email engagement for all messages sent from Listrak.
5. Select Last Open Date from the second drop-down to narrow down the list of contacts based on when they last opened an email.
6. Next, select if you want to include only the Current List or All Lists.


7.  Select Is Between from the next drop-down. Is Between allows you to specify a range of dates during which the specific action must have occurred.
8. Click the arrow next to the first input field.
9. Enter 90 Days to the first box.
10. Click OK.
11. Click the arrow next to the second input field.
12. Enter 60 Days to the second box.
13. Click OK.

14. Click Update.
15. Select Apply Filter to add the filter to your message. 

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