Help with "Client Since Date" filter

[laevinsdad]

Good morning, fellow Marketo-ers.

I am building a program to reach new customers who have opened an account with us. The program will send a welcome email to someone who became a new customer AND opened an account within 24-48 hours. The two filters I need to use are Person was Created and Client Since Date.

As this program will look at data input from our daily API push to Marketo, what is the best way to apply yesterday’s date to the two filters I mentioned?

Any help or advice is appreciated.

Cheers

[SanfordWhiteman · Accepted solution]

Sounds like “in past”:

[laevinsdad]

Thank you for the reply, Sanford. I checked and do not have the particular filter. Is there a way to change the operator of a filter (or clone it) so it allows for text instead of the calendar/date-picker?
Cheers

[Michael_Florin · Accepted solution]

The operator depends on the field type. If you don't see "In past", your field "Client Since Date" might not be a date type field. You can check that in Admin --> Field Management.

More on that here:

https://experienceleague.adobe.com/en/docs/marketo/using/product-docs/core-marketo-concepts/smart-li...

[SanfordWhiteman]

Exactly, it needs to be a Date or DateTime field! You can’t do date math on arbitrary strings.

[laevinsdad]

Hi @Michael_Florin and @SanfordWhiteman. Thank you for the help. I was using the wrong qualifier. Once I chose the correct qualifier, "in past", I was able to use the relative date ranges. Cheers!