How to Add Date Expressions to Group Filters

This guide will help you create a custom "Time" field and set up groups using time-based filters. Whether you’re scheduling interviews, tracking start dates, or managing important events, this will make organizing your contacts a breeze!

How to Create a Time Field

1. Go to Settings
   Navigate to the settings section of your platform.

2. Select Fields
   Once in settings, find and click on the "Fields" option.

3. Create a New Field
   Click the "+" icon to add a new field.

4. Name the Field
   Give your new field a relevant name, such as "Interview Time" or "Start Date."

5. Set the Field Type to “Time”
   In the field type options, select “Time.” This field will now store both date and time values.

6. Optional: Set “Editable By” Restrictions
   You can restrict who can edit this field if needed by adjusting the "Editable by" settings.

7. Save the Field
   After configuring the settings, click "Save" to finalize your new time field.

How to Create a New Group Based on a Time Field

1. Navigate to the Groups Tab
   Find the "Groups" tab in your dashboard.

2. Click “New Group”
   Select the option to create a new group.

3. Add a Filter
   In the new group settings, click on “Add Filter” to begin filtering contacts.

4. Select the “Time” Field
   Under "Select field or activity," choose the time field you created earlier.

5. Set the “When” Filter
   Define the time frame you’re interested in. For example, if you want to see contacts who have a start date within the past 6 days, use the condition “greater than +6 days.”

6. (Optional) Add Additional Filters
   To create a date range, add another filter with a "less than" condition. For example, to create a 7-day range, set “Time” field to be “less than +7 days.”

Important Note

The time of day stored in a field will be considered when contacts match automation parameters. Ensure your time settings align with the intended schedules for automated actions.

If you have any questions or need further assistance, feel free to reach out to support at [email protected] or use the in-platform chat for help.