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Creating Rules-Based Lists from Lead Creation Date

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Betsy
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SharpSpring 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 detail how to create lists from the contacts' creation date.

Article Contents

Available With:
Trial ✓  
Essential ✓  
Advanced ✓  
Ultimate ✓  
Toolbar:
ListsLists
Users:
Administrators ✓  
Company Managers ✓  
Marketing Managers ✓  
Sales Managers    
Salespersons    
Jr. Salespersons    


Creating a Date-Based List

  1. Click Lists in SharpSpring's left toolbar.
  2. Create or edit a Rules-Based list.
  3. Configure an initial or additional rule.
  4. Select is created, which is located under Lead.
  5. Choose Select Date from the drop-down menu.
  6. Use the Date Picker to pick the target Date.
  7. Select one of the following options:

    • Exactly

    • Not exactly

    • Less than

    • Or less

    • Greater than

    • Or more

  8. Click Save.

Once the list has been generated, you will see all the contacts added.

  

 

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