In Ometria you can use the Customer filter to create very specific segments based on the date of an event.
For example, by using Date of first order, you can create a segment of all contacts who made their first purchase in the last year.
Date event options
The date events in Ometria are:
Customer attributes |
Date event |
Description |
Date of birth |
The contact’s date of birth. |
|
Date subscribed |
The date the contact subscribed. |
|
Date unsubscribed |
The date the contact unsubscribed. |
|
Date created in Ometria |
The date the contact first appeared in Ometria. |
|
Date contact became at risk |
The date the contact’s lifecycle status became ‘at risk’. |
|
Date customer became lapsed |
The date the contact’s lifecycle status became ‘lapsed’. |
|
Date lead was acquired |
The date the contact was acquired as a lead. |
|
Date customer was won back |
The date the contact’s lifecycle status transitioned from 'lapsed' to 'active' again. |
|
Date customer was saved |
The date the contact’s lifecycle status transitioned from 'at risk' to 'active'. |
|
Date contact acquired |
This date is the first time any record of the contact’s profile existed in any data point, i.e. the first time the contact’s email address entered your database. See: Contact acquired |
|
Date customer will become at risk |
The date the contact’s lifecycle status will transition to 'at risk'. |
|
Date customer will become lapsed |
The date the contact’s lifecycle status will transition to 'lapsed'. |
|
Purchase activity |
Date of first order |
The date of the customer's first order. |
Date of last order |
The date of the customer's last order. |
|
Web activity |
Date first seen |
The date of the contact’s first identified visit to your website. |
Date last seen |
The date of the contact’s most recently identified visit to your website. |
|
Email activity |
Date of last delivered email |
The date of the contact’s last delivered email. |
Date of last opened email |
The date of the contact’s last opened email. |
|
Date of last clicked email |
The date of the contact’s last clicked email. |
|
Date of last bounced email |
The date of the contact’s last bounced email. |
When you select a date event in the Customer Filter, there are further options to configure and specify your filter:
in the last
The event occurred in a specific period of time before today.
E.g. In the last five days.
in the next
The event will occur within a future time period after today.
E.g. In the next five days.
more than
The event occurred/will occur more than a specific number of days/hours/weeks from now.
E.g. More than five days ago, or more than five days in the future.
before
The date event occurred before the date entered.
E.g. Date of first order before 25 September 2020:
All contacts who placed their first order before the 25th September 2020 meet the filter conditions.
before (relative)
Using this option you can select a date (as X days/hours/weeks) and Ometria looks back from that date for any events happening before then.
You can select a date in the past (ago) or in the future.
E.g. Date last ordered before (relative) 14 weeks ago/in the future:
See also: Segmenting contacts based on dates in the future
This filter updates dynamically, which means that it will always look for more contacts relative to today’s date.
after
The date event occurred after the date entered.
E.g. Date of first order after 25 September 2020:
All contacts who placed their first order after 25 September 2020 will meet the filter conditions.
after (relative)
Using this option you can select a date (as X days/hours/weeks) and Ometria looks forward from that date for any events happening after then.
You can select a date in the past (ago) or in the future.
E.g. Date Last ordered after (relative) 14 days ago/in the future:
See also: Segmenting contacts based on dates in the future
This filter updates dynamically, which means that it will always look for more contacts relative to today’s date.
- Today this filter will include all contacts whose last order was between today and 14 days ago.
- Tomorrow the filter will include contacts whose last order was between tomorrow and 14 days before tomorrow (i.e. 13 days from today).
This is a useful filter if you are sending a triggered abandoned browse or abandoned basket campaign and you want to exclude customers who recently made purchases.
on
The date event occurred on the date entered.
E.g. Date of first order on 25 September 2020:
All contacts who placed their first order on the 25th September 2020 meet the filter conditions.
on (relative)
The date event occurred on the date that was X hours/days/weeks from now - either in the past or in the future.
E.g. Date of last order was on (relative) 14 days ago/in the future:
All contacts who placed their last order on the day that was 14 days ago from today meet the filter requirements.
See also: Segmenting contacts based on dates in the future
between
The date event occurred between the two dates entered.
E.g. Date of last order between 18 September 2020 and 25 September 2020:
All contacts whose last order was placed between 00:00 on the 18th September 2020 and 23:59 on the 25th September 2020 meet the filter conditions.
between (relative)
The date event occurred between X days ago from now and Y days ago from now.
E.g. Date last ordered was between (relative) 28 days and 14 days ago/in the future:
All contacts who ordered between 28 days from now and 14 days from now meet the filter conditions, inclusive of day 28 and day 14.
When entering your dates, you must ensure that the higher number (e.g. 28 days) is on the left:
This filter won't include any contacts who made their last order in the last 14 days or any contacts who made their last order before 28 days ago.
See also: Segmenting contacts based on dates in the future
day of month is
The date event occurred on the nth day of every month.
E.g. Date of last order - day of month is 23 of the month.
All contacts who placed their last order on the 23rd of any month meet the filter conditions.
This filter can be used to analyse purchase trends on paydays.
day of week is
The date event occurred on a particular day of the week.
E.g. Date of last order - day of week is Wednesday
All contacts who placed their last order on any Wednesday meet the filter requirements.
This filter can be used to identify which day of the week people are most likely to make a purchase.
month is
The date event occurred in a particular month in the year.
E.g. Date Subscribed - month is January:
All contacts who subscribed in any January of any year meet the filter requirements.
This filter can be used to identify the ideal months to acquire leads and start engaging them.
year is
The date event occurred in a specific year.
E.g. Date Subscribed - year is 2019.
All contacts who subscribed during 2019 meet the filter requirements.
anniversary (relative)
Using this option you can select a date (as X days/hours/weeks) and Ometria checks that date for any event anniversaries occurring.
You can select a date in the past (ago) or in the future.
E.g. Anniversary (relative) 14 days ago/in the future:
This filter updates dynamically, which means that it will always look for more contacts relative to today’s date.
See also: Segmenting contacts based on dates in the future
Which is known
The date event selected is known by Ometria.
Which is not known
The date event selected is not known by Ometria.
Custom date events
You can create segments based on custom date events too, e.g. relationship anniversary, child’s birthday etc.
Custom date events have all of the same filter options as listed above.
See also: Setting up custom events
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