Re: Segmentation/Smart List creation using "today" & not specific date

Carrie_Lawson
Level 4

Segmentation/Smart List creation using "today" & not specific date

Trying to create 3 segmentations in Marketo that separates our customer database into 3 stages according to their "Install Date" or their "Go Live" date.  I am not seeing an option to pull "on or before today".  I am only seeing that i have to include a specific date.  How may i go about this process and make the date more dynamic?

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4 REPLIES 4
Carrie_Lawson
Level 4

Re: Segmentation/Smart List creation using "today" & not specific date

in addition to the above i am needing a way to pull "on or before 1 year ago" as well.  Not seeing a way to do this.
Anonymous
Not applicable

Re: Segmentation/Smart List creation using "today" & not specific date

Are you specifically looking to do this in segmentations or just in smart lists?
Carrie_Lawson
Level 4

Re: Segmentation/Smart List creation using "today" & not specific date

either! whichever is possible...right now i cant find any way to do it.
Anonymous
Not applicable

Re: Segmentation/Smart List creation using "today" & not specific date

There isn't a way to make the date field dynamic as you suggested.

If you're looking to segment your database for upsell nurturing, it might be just as effective to use static dates: define three cohorts, and then plan messaging to them as you anticipate them reaching new levels of time as customers.

If you must use the dynamic date, one option will be to create a field in Salesforce that calculates days since the Install Date.  You can then segment with a rule such as "Days since install greater than 365".