CRM

FMontrelay
Member

Filtering on dates

SOLVE

Hi, I want to filter contacts according to the value of a field that is a date. (typically: the date is beofre 2023; the date is between Jan and Dec 22; etc.). I then want to create a list based on that filter, or, even better, a smart list. 

How can I do that?

Thanks

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Filtering on dates

SOLVE

@FMontrelay I'm not seeing a screenshot, can you please try again, directly in your browser?

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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FMontrelay
Member

Filtering on dates

SOLVE

Here you go. Thanks

FMontrelay_0-1731088534833.png

 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Filtering on dates

SOLVE

@FMontrelay this doesn't seem to be a date property but a single line text? For date filters to work, it must be a date property. You're not going to able to apply between-filters to any other property type. 

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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FMontrelay
Member

Filtering on dates

SOLVE
Ouch.
This field is created by Waalaxy when exported. Is there anyway I can change the format to a real date format?
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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Filtering on dates

SOLVE

@FMontrelay not once it's in use - your vest course if action is likely creating a new date property and newly mapping Waalaxy to that date property. If that's not an option, you'd have to look into custom code workflow actions in Operations Hub professional to concert the single line text into a date.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Filtering on dates

SOLVE

Hi @FMontrelay,

 

This can be achieved with lists: https://knowledge.hubspot.com/lists/create-active-or-static-lists

  • Create an active list 
  • Follow the steps to add the first filter
  • Find your date property under 'Contact properties'
  • Select it
  • Use the dropdown to specify the date range

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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FMontrelay
Member

Filtering on dates

SOLVE
Hi,
Please see attached screenshot (in French). The field is a date but the dropdown does not allow to pick a range.

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Filtering on dates

SOLVE

@FMontrelay I'm not seeing a screenshot, can you please try again, directly in your browser?

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes