2 weeks ago
Hi! I'd like to know how to set up active list filter to remove contacts from the list after a certain amount of time. For example, I have a list of new contacts that I'd like to send a few welcome emails, introductory emails etc and after, let's say two months, I'd like those contacts to be removed from the list. How do I set up this kind of filter? Thank you so much for your help
2 weeks ago
It sounds like your sending these welcome emails with a workflow? In that case, your best option is to include a time stamp in that workflow as well. You would use the "Set property value" action to log a date into a custom property:
This is what the step would then look like:
Instead of my generic Date property placeholder, you would create your own custom date property for this.
Once you have this property, you can include it in your list criteria:
In my example, once this date property is more than 8 weeks ago, a contact would leave this list.
Let me know if you have any follow-up questions or if I should elaborate on one of the steps.
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