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Carrie_Lawson
Carrie_Lawson
Level 4
April 18, 2013
Question

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

  • April 18, 2013
  • 4 replies
  • 1404 views
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

Carrie_Lawson
Carrie_LawsonAuthor
Level 4
April 18, 2013
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.
A
Anonymous
April 18, 2013
Are you specifically looking to do this in segmentations or just in smart lists?
Carrie_Lawson
Carrie_LawsonAuthor
Level 4
April 18, 2013
either! whichever is possible...right now i cant find any way to do it.
A
Anonymous
April 18, 2013
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".  
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