Show records from next month using a datetime field

[RaulEr]

Hey guys!

I'm trying to get all records from my database where the date is the upcoming month so I can send an alert with anticipation.

So, if we are in August, I want to pull all records from September, I'm using a DateTime field, and I see I can use "in time frame" option but there is no next-month value there. I also see "in future" and "in future after", but I think that will bring all subsequent months while I only need September.

How are you guys doing this?

[SanfordWhiteman · Accepted solution]

You need another DateTime field like Next Reminder DT.

Set that field to

{{lead.First Field}} - 1 month

using a daily batch campaign (Smart List: First Field changed today OR Person Created today; Flow: Change Data Value).

Then you can use In Time Frame: this month on the new reminder field.