Using VanillaSoft's Dynamic Date Filtering with Intellective Routing

VanillaSoft's Intellective Routing filters now support dynamic dates, allowing for more precise contact prioritization. With this feature, you can implement rules such as calling contacts thirty days before their renewal date or two days after the last call attempt.

Setup Dynamic Dates for the Current Date

  1. From the Admin homepage, open the desired Project.
    Select_Project.jpg
  2. In the top menu, open the Workflow/Routing menu, navigate to the Intellective Routing submenu, and select Intellective Routing.

  3. Click Add Routing Filter to work from a new filter, or open any existing filters you'd like to modify.

  4. Open the Value drop-down and select a date field.

    • Note: Ensure that this field is a date field. It can be either a default date field or a custom date field, but it must be a date field.
  5. Open the Operator drop-down and select the desired field.

    • Note: Options Between and Note Between are not supported for use with the Dynamic Dates feature.
  6. Click the calendar icon to open the date picker.

  7. Select Use Current Day (Dynamic) at the bottom of the calendar.

  8. Add any other desired filters, clicking Save once complete.

Setup Dynamic Dates for a Future Date

  1. From the Admin homepage, open the desired Project.
    Select_Project.jpg
  2. In the top menu, open the Workflow/Routing menu, navigate to the Intellective Routing submenu, and select Intellective Routing.

  3. Click Add Routing Filter to work from a new filter, or open any existing filters you'd like to modify.

  4. Open the Value drop-down and select a date field.

    • Note: Ensure that this field is a date field. It can be either a default date field or a custom date field, but it must be a date field.
  5. Open the Operator drop-down and select the desired field.

    • Note: Options Between and Note Between are not supported for use with the Dynamic Dates feature.
  6. Click the calendar icon to open the date picker.

  7. Select Use Current Day (Dynamic) at the bottom of the calendar.

  8. Click + Add Day Offset.

  9. In the newly presented fields, enter the desired number of days.

  10. Open the Days Before / After drop-down and select the desired option.

  11. Add any other desired filters, clicking Save once complete.

 

When working with date-based prioritization, adding an offset can sometimes be confusing. However, understanding how to use it can significantly enhance your workflow. Here are some examples using different operators and fields to illustrate this concept:

  • Examples using a system field (in this case, "Last Call Date"):
    • Prioritize contacts called more than 2 days ago:
      • [Last Call Date] - [Less Than] - [2] - [days before] - [Current Date]
    • Prioritize contacts called in the last 3 days:
      • [Last Call Date] - [Greater Than] - [3] - [days before] - [Current Date]

 

  • Examples using a custom field (in this case, called "Webinar Date"):
    • Prioritize contacts who attended the webinar last week:
      • [Webinar Date] - [Greater Than] - [7] - [days before] - [Current Date]
    • Prioritize contacts who will attend the webinar next week:
      • [Webinar Date] - [Less Than] - [7] - [days after] - [Current Date]

With VanillaSoft's Intellective Routing now supporting dynamic dates, your contact prioritization can be more precise than ever before. By setting up dynamic dates for the current or future dates, you can ensure that your calls are timed perfectly, whether thirty days before a renewal date or just two days after the last call attempt. Understanding how to use offsets with different operators and fields can further enhance your workflow, allowing you to prioritize contacts based on specific criteria that matter most to your business. Start leveraging dynamic date filtering today and experience a new level of efficiency in your contact management strategy.

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