Common searches used for segments

Christy Cook Updated by Christy Cook

Below are some tips on putting together common searches used to build segments.

Birthdays by month

DailyStory maintains and updates the annual birthday for your members (if you have provided their date of birth).

A common request may be to build a segment for everyone whose birthday is in June (or any other month). However, this can be problematic since the birth year can vary. For example, if today is May 3rd, 2020 and two member's birthdays are June 29, 1983 and June 7, 1974.

DailyStory solves this by constantly updating a contact's birthday to their next anniversary date. In this case, June 29, 2020 and June 7, 2020.

Note: DailyStory always sets the year to the future date. For example, if today is June 15, 2020 and someone's birthday was June 7, 1974 their next birthday in DailyStory is June 7, 2021.

Fortunately, all you need to do is pick the dates in search:

Birthdays today, tomorrow or other ranges

While specifying the exact dates for your birthday search may work in some cases, a more powerful option is to use a period search, e.g. birthdays within the next 3 days. When used in a dynamic segment it will constantly update each day as the criteria changes. While these are much more powerful, they are a little more complex too, please see the using advanced search article on more tips for working with ranged dates.

For a shortcut for commone searches, type the following searches into the DailyStory search:

  • Birthdays today - $dateBirthFrom=today&dateBirthTo=today
  • Birthdays tomorrow - $dateBirthFrom=tomorrow&dateBirthTo=tomorrow
  • Birthday in next 3 days - $dateBirthFrom=today&dateBirthTo=next-3-days
Note: Unlike other period searches you cannot use the yesterday or past-#-[days|weeks|months|years] search criteria as birthdays are always advanced to the future date.

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