A Step-By-Step Guide To Creating A Segment With Date.
Using Segmentation in SendX, you can quickly segment out people according to a specific date. You can set it so that the contacts with whom the associated date is less/more than the date set in the segment value field will be segmented separately. This is really useful for separating out older contacts, or if you want to run a special offer to subscribers of a particular duration of the month.
Creating a Custom Field of type Date
To create a new Custom Field of type Date:
Go to theContactsmenu from the Top side pane of SendX and scroll down.
Click on theNew Custom Fieldbutton at the top.
Type theNameyou want to give to the field, and then choose the type of field ie Date.
Click onSubmitto create the field.
Creating A Segment Using Field Type Date
Create a new segment by going to theContacts+ Segmentsmenu on the Top side pane of SendX. Click onNewSegments.
Choose a suitableNamefor your segments.
Choose your desired condition betweenANDandOR. If you selectAND, the contact will have to meet all the conditions to be considered under that particular segment. If you selectOR, the contact will have to meet any of the conditions to be considered under that particular segment.
Open the drop drown menu and click on your desired custom field. Ex: DOB
Add the value in the field below. When that value is met, the contact will be added to that particular segment. For ex: In the segment above, the users who opened a mail and did it 7 days before the date set (DOB) will be segmented.
ClickSubmitto save that segment.
And that's it! That's all you need to do to start creating your own segments using field type date in SendX.