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- Advanced Contact Searches
- Common searches used for segments
Common searches used for segments
Updated by Rob Howard
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.
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 common 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
Working with Date Ranges
For customers using integrations such as Shopify, or other ecommerce integrations, it's common to want to build segments such as: customers that have not ordered in past 45 days.
These types of ranged based segments are automatically included when these integrations are enabled. However, you may want to build your own ranges or customize and existing range based search. Therefor, it's import to understand how they work.
Dynamic dates
DailyStory support dynamic range searches (as described above in Birthdays today, tomorrow and other ranges). Below are the supported range criteria.
yesterday | When comparing dates, use yesterday's date. For example, if today is June 15, 2023 yesterday is June 14, 2023. |
today | When comparing dates, use yesterday's date. For example, if today is June 15, 2023 today is June 15, 2023. |
tomorrow | When comparing dates, use yesterday's date. For example, if today is June 15, 2023 tomorrow is June 16, 2023. |
next-N-days, next-N-weeks, next-N-months, next-N-years | Used to built dynamic search ranges. For example, if today is June 15, 2023 and we wanted to match on any date in the next 15 days: next-15-days. |
past-N-days, past-N-weeks, past-N-months, past-N-years | Used to built dynamic search ranges. For example, if today is June 15, 2023 and we wanted to match on any date in the past 15 days: past-15-days. |
Date range searches always work on a start date and end date. When building searches from contact search you are presented with this UX:
Ranged based search
Used for searching within specific fixed date ranges.
This allows you to pick exact dates.
Using the options to the left you can configure period based date range searches along with some preset dynamic date range search.
Period based search
The period based search option is shown when the Period link is clicked:
When calculating a period based search the first drop down allows you to choose between Next and Previous. Using this search you can calculate periods from today, e.g. next 30 days or past 30 days.
Preset search
The preset search option provides several more advanced, but common, dynamic date range options. For example, to find anyone that made a purchase between 60 - 90 days ago you can select that option below.
There are a few special options, such as "All past dates including today". If today's data was June 15, 2023 this would match any contacts whose date field's value was June 15, 2023, June 14, 2023, May 1, 2001, etc.
Advanced date range configuration
While the search tools provide options for manipulating dates, some customers have more advanced requirements. For example, when using the Shopify integration, you may want to build a segment that targets customers that purchased in thee last 2 days.
To accomplish this you will need to directly edit the search critiera:
shopify_lastorder_dateFrom=yesterday&shopify_lastorder_dateTo=today
This would return all customers that ordered from yesterday until today.
This gets a little more complicated when you want to find customers that have not ordered within a specific range of time, such as haven't ordered in the past 45 days:
shopify_lastorder_dateFrom=past-1-year&shopify_lastorder_dateTo=past-45-days
The logic above is: find customers that have ordered at least 1 year ago up to 45 days ago. This would exclude anyone who has ordered in the past 45 days. Returns the desired results of anyone who has not ordered in the past 45 days.
This could also be written as:
shopify_lastorder_dateTo=past-45-days
However, if you want to build different segments, you'll need to be more specific to ensure a segment doesn't include a contact more than once:
Haven't ordered in past 45 days:
shopify_lastorder_dateFrom=past-90-days&shopify_lastorder_dateTo=past-45-days
Haven't ordered in past 90 days:
shopify_lastorder_dateFrom=past-180-days&shopify_lastorder_dateTo=past-90-days
Haven't ordered in the past year:
shopify_lastorder_dateFrom=past-1-year&shopify_lastorder_dateTo=past-180-days