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laevinsdad
Level 2
May 16, 2025
Solved

Help with "Client Since Date" filter

  • May 16, 2025
  • 1 reply
  • 1122 views

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

Best answer by SanfordWhiteman

Sounds like “in past”:

 

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
May 16, 2025

Sounds like “in past”:

 

laevinsdad
Level 2
May 19, 2025

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

Geoffrey Landrum, Marketing Automation Specialist
Michael_Florin-2
Level 10
May 19, 2025

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-lists-and-static-lists/creating-a-smart-list/smart-list-filter-operators-glossary