Rolling Date Windows

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Update: Rolling Date Windows

Introduction

The Rolling Date Windows feature is a recent enhancement introduced in ActiveCampaign's Segmentation builder, designed to streamline the process of creating date-based segments. This update allows users to utilize more intuitive, natural language options rather than complex mathematical inputs, making audience segmentation not only faster but also more user-friendly. This is particularly significant for users who may have struggled with traditional date calculations, enhancing both productivity and accuracy in marketing campaigns.

How to Access This Feature

To access the Rolling Date Windows, navigate to the Segments section within your ActiveCampaign account. Once in the Segmentation builder, you will notice the updated interface that supports the new date input options. Existing segments using date windows will function as they always have, but they will now be visually updated with the new language format for ease of use.

Step-by-Step Instructions

1. **Log in** to your ActiveCampaign account. 2. Navigate to the Segments section. 3. Click on **Create a New Segment** or select an existing segment containing date-related filters. 4. In the segment conditions, locate the date filter options. 5. Instead of entering a mathematical expression, use the natural language options now available. For instance:

  - Input "30 days ago" for a past date reference.
  - Input "2 weeks from now" for a future date reference.

6. Configure additional conditions as necessary. 7. Click on **Save** to apply your changes.

This straightforward process allows you to quickly set up date-based segments without needing to remember or calculate complex date functions.

Configuration Options and Settings

The key configuration options related to Rolling Date Windows include: - **Natural Language Inputs**: You can input dates using phrases like "X days ago" or "X weeks from now". - **Existing Segment Compatibility**: Any existing segments that utilize date windows will still function correctly without requiring any adjustments on your part. - **Intuitive Conditions**: The new interface displays complete, natural language conditions to prevent user error.

These features not only make the process quicker but also reduce the potential for errors that can arise with traditional calculations.

Best Practices and Tips

- Familiarize yourself with the natural language format for date inputs. This will expedite the segment creation process. - Regularly review and update segments to take advantage of the most relevant data. Using relative date ranges like "last 30 days" can help keep your segments current. - When building complex segments, clearly define your conditions to avoid confusion. This ensures that your marketing campaigns target the right audience effectively.

Common Use Cases with Examples

1. **Targeting Recent Subscribers**: Create a segment for users who subscribed within the past 30 days. Use "30 days ago" as the reference point. 2. **Promotional Campaigns**: Set up a segment for customers who made a purchase within the last 2 weeks to offer special promotions relevant to their recent activities. 3. **Engagement Tracking**: Identify contacts who have engaged with your emails in the last 7 days by selecting the relevant date range.

These examples illustrate how the Rolling Date Windows can enhance the specificity and relevance of your segmentation efforts.

Troubleshooting

While the feature is designed to be straightforward, users might encounter situations such as: - **Date input not recognized**: Ensure you are using the correct natural language format, as other formats may not be accepted. - **Segments not updating**: If changes do not reflect, verify you have clicked the **Save** button after modifications.

For any persistent issues, consult the ActiveCampaign support resources or community forums for further assistance.

Related Features

- For more information on general segment creation and management, refer to the Segments category. Solutions related to tags, user groups, and contact lists can also be influential when crafting your marketing strategies.

FAQ

Q1: Are there any limits to the date ranges I can use? A1: No, you can set date ranges for any timeframe using natural language, such as "60 days ago" or "3 months from now".

Q2: Will this update affect my existing segments? A2: Existing segments will function the same as before, but with updated visual inputs for a more intuitive experience.

Q3: Can I still use manual date calculations? A3: While the new feature focuses on natural language, if you prefer manual calculations, ensure you are aware of the format that was previously used.

Q4: Is there any additional training required? A4: No additional training is necessary; the interface is designed to be user-friendly and self-explanatory.

Q5: What if I don't see the new features? A5: Make sure your ActiveCampaign account is updated to the latest version. If issues persist, reach out to support.

Q6: Can I use this feature in conjunction with Tags? A6: Yes! The Rolling Date Windows can enhance your segmentation when used in combination with tags for more targeted campaigns.

Q7: Where can I find more resources on using this feature? A7: Additional resources can be found in the ActiveCampaign help center, with specific guidance on utilizing rolling date windows with date-based fields.

For further details, you may refer to the external link: [How do I use rolling date windows in relation to date-based fields?](https://help.activecampaign.com/hc/en-us/articles/360021830899-How-do-I-use-rolling-date-windows-in-relation-to-date-based-fields). ```