Create A Segment Based On The Last Date An Open Was Recorded For A Contact

About this task

The Last Open Date criterion allows you to create segments based on the last date an open was recorded for a contact.

To create a segment based on the last open date recorded:

Procedure

  1. Go to Contacts > Segments.
  2. To
    • Create a new segment, click Create New Segment.
    • Edit an existing segment, click the pencil icon Edit Segment in the row associated with the segment you want to edit.
  3. Click Add Rule.
    If you want to add this criterion to an existing rule, skip this step.
  4. Click Email.
  5. Click Last Open Date.
  6. In the first pull-down menu, select one of the following:
    • Is The Same Day As
    • Is Not The Same Day As
    • Is Between
    • Is Not Between
    • Is Within The Last
    • Is Not Within The Last
    • Is Before
    • Is Before Or The Same Day As
    • Is After
    • Is After Or The Same Day AS
    • Is In Time Frame
    • Is Not In Time Frame
    • Is The Same Month As
    • Is Not The Same Month As
    • Is The Same Year As
    • Is Not The Same Year As
  7. If you selected
    • Is The Same Day As, Is Not The Same Day As, Is Before, Is Before Or The Same Day As, Is After, or Is After Or The Same Day As in the previous step, enter a date in the text box using the date picker.
    • Is Between or Is Not Between in the previous step, enter a starting date in the first text box and an ending date in the second text box.
    • Is Within The Last or Is Not Within The Last in the previous step, enter a numerical value in the text box.
    • Is In Time Frame or Is Not In Time Frame in the previous step, select one of the following:
      • Today
      • Yesterday
      • This Week (S-S)
      • This Week (M-F)
      • Last Week (S-S)
      • Last Week (M-F)
      • This Month
      • Last Month
      • This Quarter
      • Last Quarter
      • This Year
      • Last Year
    • Is The Same Month As or Is Not The Same Month As in the previous step, select one of the following:
      • January
      • February
      • March
      • April
      • May
      • June
      • July
      • August
      • September
      • October
      • November
      • December
    • Is The Same Year As or Is Not The Same Year As in the previous step, enter a numerical value in the text box corresponding to a year (e.g. 1987).
  8. If you selected Is Within The Last, Is Not Within The Last, Is Within The Next, or Is Not Within The Next, select one of the following from the last pull-down menu:
    • Days
    • Weeks
    • Months
      Note: When you select a month-based option, Bronto uses the current date in the month and the same date in either the previous month or the next month to create a range. For example, you select Is Within The Next Month. On June 4th, the next month will be June 4th - July 4th. On June 5th, the next month will be June 5th - July 5th, and so on. However, not all months have equal days. When this happens Bronto continues to use the last day of the next or previous month, which can sometimes lead to a contact staying on a segment longer than intended. For example, you select Is Within The Last Month. From March 28th - March 31st February 28th will be used as part of segment because (most years) there is no February 29th-31st. This means a contact could stay on this segment for 4 days past what was intended. If you're using this segment with a workflow you can use contact throttling to prevent sending these contacts excessive messages.
    • Years
  9. Optional: Click the Ignore Year checkbox if you want the segment to ignore the year as it evaluates the date for matches.
  10. Click Add Criteria if you want to add another criteria.