Routing contacts based on date criteria

Using the Date app's decision service you can route contacts down the correct path in a campaign or program based on a date.

In order to use the Date cloud decision service, the Date app must be installed by a Customer Administrator.

To route contacts based on a date:

  1. Open an existing campaign or program, or create a new one.

  2. Drag the Date element, from the Decisions section, onto the canvas.
  3. Double-click the element to open the configure screen. The window that opens enables you to do the following:
    • Change the name of the step to something more meaningful
    • Configure the element
    • Choose to route contacts that resulted in an error to another step (see: Campaign canvas elements for more information).
  4. Click the Edit icon to configure the decision.

    An image of the Date Decision Configuration screen.

    1. First Value
      • Select a date based on either a Contact Date Field, Campaign Date Field, a Manual Value, or Current Date. When selecting a contact date field, program date field, or current date, you can specify a modifier (plus or minus a specific number of days in integer format).
    2. Operator
      • Select an operator. The first and second values (dates) will be compared using this operator.
    3. Second Value
      • Select a date to compare the first value to. This date can be based on a Contact Date Field, Campaign Date Field, a Manual Value, or Current Date. When selecting a contact date field, program date field, or current date, you can specify a modifier (plus or minus a specific number of days in integer format).
    4. Click Save

When a contact flows into the decision step, they are routed down the appropriate path of the campaign or program based on whether or not they met the date criteria.

Related

Date app

Using the date calculator

Installing the Date app

Oracle Eloqua AppCloud apps