If you're trying to target a group of Accounts since a specific date, then you're in the right place. With the Relative Dates filter options you can choose any date field and target based on the number of days or years since that date.

Let's walk through an example.

Targeting Customers on their 5th year Anniversary

First thing we'll do is create a new Segment. Navigate to the Accounts page and select Add Segment.

Since we're targeting customers based on how long they've been with you, we'll add a new Account Field and choose Anniversary Date. If you were to target based on Birthday or Policy Date, this is where you would choose that field. 

  1. Choose Account > Customer Since
  2. In the Relative Section, choose More Than
  3. Change the Days drop down to years
  4. Select 5 and Hit OK

It's a good idea to have one more criteria, to make sure these are still current customer. To do this add another criteria: Account > Status = Active.

Now your segment is filtering to active customers who have been with you at least 5 years!

Using in a Blast message

Blast messages are great for one-off emails or postcards. If you wanted to blast these customers simply select the Manual Message button on the top right of the Accounts list.

Using in a Campaign

If you wanted to make sure every account receives this message on their 5th Year Anniversary, create a new Ongoing Sequence and use this segment for your Audience.

Did this answer your question?