Create a Segment based on how long Contacts have been in a Tag

Create a Segment based on how long Contacts have been in a Tag

Tag segment clauses in Delivra offer a flexible way to evaluate when contacts were added to a Tag. This is especially helpful for creating time-based segments—such as identifying new contacts or determining how long someone has belonged to a particular group.

How It Works

When building a segment using a tag clause, you can choose from several operators to define how the join date is evaluated. This gives you control over the timeframe and conditions that matter most for your campaign or automation.

Available Clause Operators:

  • Joined tag "anytime"
    Includes all contacts currently in the selected tag, regardless of when they joined. No time-based evaluation occurs with this option.

  • Joined tag "before"
    Filters contacts who joined the tag before a specific date selected from the calendar.

  • Joined tag "within"
    Targets contacts who joined the tag within a specified number of days prior to the current date—or another date field stored in your account.

  • Joined tag "more than"
    Finds contacts who joined the tag more than a specified number of days before today—or compared to another date field.

  • Joined tag "before & within"
    Combines the two previous criteria, evaluating if a contact joined before a specific calendar date and within a defined number of days prior to a selected reference date.


Best Practices and Tips

  • Use dynamic date fields
    For advanced segmentation, leverage the ability to compare join dates to other date fields in your account—such as a signup date, purchase date, or last engagement.

  • Refine your targeting over time
    Use "within" and "more than" operators to segment contacts based on how recently they engaged, helping you tailor messaging for new vs. longer-term members.

  • Pair with automations
    Time-based tag joins can trigger workflows—like onboarding new contacts who joined a product interest tag in the last 7 days.

Practical Use Cases

  • Welcome series targeting: Find contacts who joined a tag (like “Newsletter Subscribers”) within the last 3 days and start an onboarding workflow.
  • Re-engagement campaigns: Identify users who joined a tag more than 60 days ago but haven’t interacted recently.
  • Event reminders: Use “before & within” to catch contacts who joined before a set event date and also within a short window, ensuring timely reminders.
    • Related Articles

    • Using the IN Tag and NOT IN Tag clauses

      Segmenting your audience is a key strategy for sending relevant content. In Delivra, you can use the segment builder to identify contacts who are not in a single tag or even not in multiple tags. This is especially useful for quality control and ...
    • Managing Tag Membership in Bulk

      Tags are a flexible way to organize your contacts based on preferences, behaviors, or CRM-managed categories. Whether you need to quickly add or remove large groups of contacts from tags, Delivra offers simple bulk tools to manage these updates ...
    • Creating Segment of Contacts

      What is a segment? A segment is a dynamic subset of your contacts database. Segments use clauses to determine recipients of a campaign based on evaluation of data values stored on your contact records or behavior of recipients of a sent email. You ...
    • Segments vs. Tags

      In Delivra, both tags and segments help you organize and target your audience, but they serve different purposes and function differently: Tags are static: A tag is a fixed list of contacts manually assigned through import, workflow updates, or ...
    • How do I find a list of everyone that didn't open a campaign?

      Sometimes you need to find contacts who didn’t open a specific campaign—whether it’s for reporting purposes or to follow up with a re-send. Delivra gives you a few different ways to create and reference these non-opener lists, depending on your ...