We use a few different date fields to track when certain events happen and trigger various campaigns based on these dates. Is there a way to create a Saved Search to pull when a date field is empty? If yes, how?
Yes. Go to Contacts and start a search.
Under ācustom fieldsā, go to the custom field you want to search for and choose the option ādoes not contain contentā (or something like that) and it will run a report for those people with that field blank.
Jeff
Iāve submitted that as a wish list item to the developers. Unfortunately, for a date field these are the options.
Yes - sorry ā¦ answered you āpre-coffeeā this morning and forgot that date fields didnāt have that option.
The other way would be to run a full report of all contact, export with contact ID, sort by that date, delete anyone with a date in the field, then ādata cleanupā and upload the remainder. When asked at the end, say that you want to apply a tag and apply a tag of āfield emptyā or something.
Jeff
Thank you. Yes, this is the manual process Iāve been using as a workaround. Itās not reasonable to do this daily and delay lessens the impact of setting automation and/or dashboards. Hopefully this is a quick/easy ask for the developers.
I have a hackā¦ not totally hands off butā¦
Create a tag called āRun Checkā and a tag called āDate Missing Tagā
Campaign builder
Tag Goal āRun Checkā
Sequence - Remove Run Check Tag - Remove Date Missing Tag
Decision diamond into two sequences
Sequence one - Apply Date Missing Tag
Sequence two - Empty
Decision diamond can check if the date field is empty
You COULD then evergreen this to run say once a day only on the people that are currently empty on the date field, or alternatively when you WANT to know the answer just apply the tag to your entire contact list and wait a few mins
Hope that helps
Andy āheres a hackā Wroe