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Add a Calculated Date profile variable

Lisa Wong
Updated

Use calculated date profile variables to filter member groups dynamically based on the current date.

  • You must have an existing Date type profile variable you can base the new Calculated Date profile variable on.

You can use Calculated Dates to evaluate Member Groups and only return members that match the Calculated Date at the time the filter is evaluated.

Note: Calculated Dates can only be used to define Member Groups. Using Calculated Date profile variables in survey logic or reports is not supported.
  1. Click the App Drawer and select Profile Variables.
  2. Click +Profile Variables.
  3. Type a Variable Name.
    Note:
    • The variable name cannot:
      • Exceed 400 characters (including spaces).
      • Contain commas.
      • Use the same name as a removed profile variable.
      • Use the names of reserved system variables as a profile variable name:
        • begindate
        • communityid
        • datasettype
        • enddate
        • memberid
        • panelid
        • password
        • salt
        • statusupdatedby
        • statusupdateddate
    • If you are using scripting in a power survey to get and post profile variables, changing Variable Name after the power survey is live will break this functionality. You must update the scripts with the new profile variable names.
  4. Type a Description.
  5. Optional: Click the Category drop-down list and select one or more categories to associate with the profile variable.
    Note: The Category drop-down list is only available if at least one category has been created on the Manage Categories page.
  6. In the Type drop-down list, select Calculated Date.
  7. In the Date Variable drop-down list, select the Date profile variable to base the calculated date on.
    Calculated dates must be based on a Date profile variable, and the profile variables you can choose from are included in the drop-down list. If the Date Variable you select is a sensitive data field, your new Calculated Date profile variable will also be treated as sensitive data.
  8. Click Save.

After adding a Calculated Date profile variable, you can Create a member group that uses the new profile variable to select the members to include in distributions for activities, such as survey invitations.

Parent topic: Calculated Date profile variables
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