How to Add Date Expressions to Group Filters

Overview

This guide will help you create a custom Time field and set up time-based group filters. Whether you’re scheduling interviews, tracking start dates, or managing key events, these steps will help you organize your contacts more efficiently.

Creating a Time Field

Step 1: Navigate to Settings

• Navigate to Main Menu > Settings.

• Select Fields from the menu.

Step 2: Create a New Field

• Click the "+" icon to add a new field.

• Name the field based on its purpose (e.g., "Interview Time" or "Start Date").

• Set the Field Type to Time to store both date and time values.

Step 3: Adjust Permissions (Optional)

• If needed, configure the "Editable By" setting to restrict who can modify this field.

Step 4: Save the Field

• Click Save to finalize your new Time field.

Creating a Group Based on a Time Field

Step 1: Navigate to Groups

• Navigate to Main Menu > Groups.

• Click New > Group to create a new segment.

Step 2: Add a Time-Based Filter

• In the group settings, click Add Filter.

• Under Select Field or Activity, choose the Time field you created above.

Step 3: Define the Date Expression With "When"

• To filter contacts based on time, set a "When" condition:

  • Example: To find contacts with a start date in the past 6 days, use "greater than +6 days".

  • Example: To create a 7-day range, set a second filter for "less than +7 days".

Step 4: Save the Group

• Click Save to finalize the new group with time-based filtering.

Important Notes

• The time of day stored in the field will be considered when matching contacts to automations.

• Ensure your time settings align with automated actions to avoid scheduling conflicts.

For further assistance, contact [email protected] or use the in-platform chat.