In a recruitment survey for new members, you can ask participants for their date of birth and group them into age categories using calculated dates to filter Member Groups.
Using calculated date profile variables and member groups is the
recommended way to create age roll-ups, because the filter conditions in the
member group are applied dynamically at the time the member group is used.
There are however the following situations where this method cannot be used:
- If you cannot collect a birth date, and instead only have the birth year.
- If you need to filter reports in Surveys based on the age roll-up. Calculated Dates are not currently available in Report filter criteria.
- You want to use the age roll-up in Survey logic. Calculated Dates are not currently available in Set Value or Profile survey actions.
For information on creating age roll-ups in these situations, see Create an age roll-up without using calculated dates.
-
Add or select a Date type profile variable to store member birth
dates in. For more information, see
Add a profile variable.
For example, create a new Date of Birth profile variable with the Sensitive data checkbox selected.
-
Create a
Calculated Date type profile variable to use
to filter Member Groups.
For example, create a profile variable named Current Age, with Calculated Date as the Type, and Date of Birth as the Date Variable.
-
Create member groups for each age range you want to segment users
into. For more information, see
Create a member group.
For example, use the Calculated Date profile variable to create a member group for respondents that are currently 18 to 24 and repeat the process for each age range you want to roll-up respondents into.