Is there a way to use Advanced Search to find contacts with an empty date field?

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 ā€˜custom fieldsā€™, go to the custom field you want to search for and choose the option ā€œdoes not contain contentā€ (or something like that) and it will run a report for those people with that field blank.

Jeff

email-sig-storybrand-certified-guide-60.png

Iā€™ve submitted that as a wish list item to the developers. Unfortunately, for a date field these are the options. image

Yes - sorry ā€¦ answered you ā€˜pre-coffeeā€™ this morning and forgot that date fields didnā€™t 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 ā€˜data cleanupā€™ and upload the remainder. When asked at the end, say that you want to apply a tag and apply a tag of ā€œfield emptyā€ or something.

Jeff

email-sig-storybrand-certified-guide-60.png

Thank you. Yes, this is the manual process Iā€™ve been using as a workaround. Itā€™s 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 ā€˜Run Checkā€™ and a tag called ā€˜Date Missing Tagā€™

Campaign builder

Tag Goal ā€˜Run 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 ā€˜heres a hackā€™ Wroe :slight_smile:

1 Like