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Creating Rules-Based Lists from Lead Creation Date

Article: 000050652
Updated: July 16, 2024

Lead Gen & CRM allows you to create lists of leads for more personalized communication and higher conversions. A great place to start is by building lists based on contacts' creation dates. Create a list with leads generated from a specific time, such as after a TV ad has run, to easily segment your contacts into subgroups.

This article will explain how to create lists from the contacts' creation date.

 


Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers  
Salespersons  
Jr. Salespersons  

 

Creating a Date-Based List

There are two available list types: manual and rules-based lists. Manual lists are lists you must add contacts to manually. Rules-based lists are lists that are generated based on rules that you set. Contacts are added as they meet the list criteria.

You can develop a list that is built based on the date a lead or contact is created. Start from a new or existing Rules-Based list from the Lists page in the left toolbar.

  1. Create a new rules-based list, or click Options > Change List Settings next to an existing rules-based list. 

    Click Options Change List Settings for existing lists

     

  2. Click Create Rule or add an additional rule, if a rule already exists. 

    Click Create Rule

     

  3. Click the Lead category.
  4. Select is created.

    Click Lead then is created

     

  5. Choose Select Date from the first drop-down menu.
  6. Use the Date Picker to pick the target Date.
  7. Select one of the following options:
     

     

    Rule

    Description

     

     

    Exactly

    Occurs on the selected date

     

     

    Not Exactly

    Did not occur on the date selected

     

     

    Less Than

    If the date has not yet arrived

     

     

    Or Less

    Either on the date selected OR if the date selected has not yet arrived.

     

     

    More Than

    If the date has already passed

     

     

    Or More

    Either on the date selected OR if the date selected has already passed

     

  8. Click Save.

    Click Save

     

Once the list has been generated, you will see all the contacts that have been added to your list based on your rule. 

 


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