CRM360 offers a range of choices concerning the target criteria, there are more than 500, in particular relating to:
- Multiple choice: offers a list of choices of values from which you can choose one or more values (Ex: title, country, etc.).
- Text: allows you to perform the following operations “criterion = value” or “criterion <> (different from) value”…. With "Begins with", "Ends with", "Contains", "Does not contain".
- Fixed date: allows you to target people from a fixed date.
- Relative date: allows you to perform operations of the “criterion <= Relative Date” type … with =, >, <, <=, >=.
- Examples: = Strictly equal to plus 7 days from today's date (i.e. 08/23/17)
For the other criteria:
<> Corresponds to the date between plus or minus X days/month/year(s) relative to today's date
< Corresponds to the date less than plus or minus X days/month/year(s) from today's date
> Corresponds to the date greater or less than X days/month/year(s) from today's date
<= Corresponds to the date less than or equal to plus or minus X days/month/year(s) from today's date
>= Corresponds to the date greater than or equal to plus or minus X days/month/year(s) from today's date
Some examples :
1. Date of purchase <= today-1 month (targets all people who made a purchase before and during the previous month). (today is April 7, we are targeting all people who made a purchase before and during the month of March),
2. Date of purchase >= today -1 month (targets all people who have made a purchase since the previous month) . (Today is April 7, we are targeting everyone who has made a purchase since March until now),
3. Date of purchase=Today -1 month (targets everyone who made a purchase in the previous month). (Today is April 7, we are targeting all people who made a purchase during the month of March),
4.Date of purchase>=Today -20 days (target everyone who made a purchase in the past 20 days)/ (Today is April 7, we target everyone who made a purchase from March 18 to April 7).
- Digit: allows you to perform operations of the type "Criteria = Value" or "criteria <= value"... with =, >, <, <=, >=, <>
- Boolean: used to perform operations of the "Criteria = True" or "Criteria = False" type.
- “Anniversary Date (Future)” and “Anniversary Date (Past)”. We had to create 2 criteria because a birthday is not a "simple" date, but a date that is brought back to the current year. The date of birth is 05/30/1980 and we are 05/06/2020.
- With the “Anniversary Date (Future)” vision, the date brought back to the current year is 05/30/2021 and therefore the targeting criterion is “Anniversary Date (Future)” = today +24 days
- With the “Anniversary Date (Past)” vision, the date brought back to the current year is 05/30/2019 and therefore the targeting criterion is “Anniversary Date (Past)” = today -342 days
So overall:
- The criterion "Birthday Date (Future)" allows you to target future birthdays with the criterion value "today + XX days" (eg those who will have their birthday in 7 days).
- The criterion "Birthday Date (Past)" allows you to target birthdays that have already passed with the criterion value "today - XX days" (e.g. those who had their birthday last week).
