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.
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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.
- Create a new rules-based list, or click Options > Change List Settings next to an existing rules-based list.
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- Click Create Rule or add an additional rule, if a rule already exists.
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- Click the Lead category.
- Select is created.
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- Choose Select Date from the first drop-down menu.
- Use the Date Picker to pick the target Date.
- 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
- Click Save.
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Once the list has been generated, you will see all the contacts that have been added to your list based on your rule.