Creating Rules-Based Lists from Lead Creation Date

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. 
   
   

    

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

    

3. Click the Lead category.
4. Select 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.
   
   

    

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

Questions?