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Date operators allow you to compare date-type fields. Understanding the specifics of each one will help you design personalized strategies that utilize precise timing, allowing you to impact contacts depending on the date or the time elapsed since a previous action.
How to Access
Date operations are only available in the configuration of the "Has field" and "Check value" condition nodes when evaluating date-type fields.
In your workflows, you can access the configuration of these nodes by clicking on (Edit node configuration).
Interface
The main interface for configuring the "Has field" and "Check value" nodes is similar and consists of six blocks:
1. Available data for evaluation: to select the "Date and time" field on which the condition will be evaluated. Includes a search field to make it easier to find the data.
2. Available comparison data: to select the value against which the data to be evaluated will be compared. Includes a search field to make it easier to find the data.
3. Node condition: to define the condition that the node will evaluate. It consists of three sub-blocks.
3.1. Field to evaluate: to set the "Date and time" field on which the condition will be evaluated.
3.2. Date operators: to set the date operator that defines the condition the node will evaluate.
3.3. Comparison value: to set the value against which the field to be evaluated will be compared.
Functionality
The condition nodes perform a check (3) between data. Date operators are available when the data being evaluated is of the "Date and time" type.
To define a condition, drag the data to be evaluated (1) to the left column of the condition (3.1). Next, drag the comparison data (2) to the right column (3.3) and set a date operator (3.2).
Among the comparison values (2), you have two special options that allow for greater versatility when creating conditions with date operators:
— "Literal": to set a specific date for the comparison.
— "Today": to compare the date to be evaluated (1) with today's date, i.e., the day the condition node is activated.
1. Is the date
This operator allows you to compare whether two dates are equal.
In our example, it checks whether the contact has made a purchase today.
2. Is not the date
This operator allows you to compare whether two dates are different.
In our example, it checks that the contact has not made a purchase today.
3. Is before
This operator allows you to check whether the date to be evaluated (1) is earlier than the comparison value (2).
In our example, it checks whether the contact was created before 2022.
4. Is after
This operator allows you to check whether the date to be evaluated (1) is later than the comparison value (2).
In our example, it checks whether the contact was created after 2022.
5. The anniversary of the date is
This operator allows you to determine whether a date matches the specified anniversary.
In our example, it checks whether today is the contact's birthday.
6. The anniversary will arrive in
This operator allows you to determine the days remaining until the anniversary of a specified date.
In our example, it checks whether there are 15 days left until the contact's birthday.
7. Is within the time range
This operator allows you to check whether the date to be evaluated (1) falls within the comparison time range (2).
In our example, it checks whether the contact visits the website during customer service hours.
8. Is within the last
This operator allows you to check whether the date to be evaluated (1) falls within the time period defined by the comparison value (2) relative to the moment the node is activated.
In our example, it checks whether the contact was created in the last seven days.
9. Is any day of the week
This operator allows you to check whether the date to be evaluated (1) corresponds to any of the days defined by the comparison value (2).
In our example, it checks whether the contact visits the page during the weekend.
Success!
You have reached the end of the lesson.
Do you still have unresolved questions?
Remember that you have access to our Connectif specialists. To contact them, simply open a support ticket by clicking on the blue “Help” button on your dashboard.
Keep Learning!
To fully leverage your Connectif account, we recommend continuing with the following articles:
- Birthdays, to check if it is your contacts' birthday and send them a congratulatory email.
- Contact fields, to learn how user data is stored and distinguished or how to create new custom fields.
- "When purchasing" Node: "is equal to" and "is included in" options, to differentiate between operator options in the "When purchasing" node.
- Copy and paste nodes, to streamline the process of designing and configuring your workflows.