Using dates in custom fields

You can target dates in Custom Fields and trigger emails based on those dates in Taguchi. This allows you to automate, target and segment based on important dates such as appointments, bookings, or anniversaries. Here’s how to set it up.

1. Ensure date format is ISO8601

Make sure the custom field date follows the ISO8601 format (YYYY-MM-DD). For example:

cf:'Next_Flight_Date' is 2025-02-02 to 2025-03-03

2. Create custom fields

If you need a new date field, create one in Taguchi. Here are some examples of common use cases:

• Airline booking:
  Field: Next_Flight_Date
  Value: 2025-03-20

• Delivery service:
  Field: Expected_Delivery_Date
  Value: 2025-03-10

• Subscription renewal:
  Field: Subscription_End_Date
  Value: 2025-04-01

Refer to this link to find out how to create Custom Fields

3. Use target expressions

Once you have created your custom field, you can use ::date to cast the value of the field as a date, so the system recognizes that the custom field contains a date value.

For example, to target customers whose flight is in 14 days:

'cf:Next_Flight_Date' is next 2 weeks

For additional details, see our Target Expression Reference.

4. Example use cases

You can trigger emails based on custom field dates. For instance, to remind customers about their flight, appointment, or delivery:

Example for delivery service:

• To notify customers about an upcoming delivery:

  'cf:coupon_nz_app_freepizza_expiry::date' is next 14 days
  

• Anniversary email for airline customers:
  Send a special offer to customers who have flights booked for the next year:

  (subscribed list 4381 and cf:'Next_Flight_Date' is next year)
  

• Subscription renewal reminder:
  Send a reminder email to customers whose subscription ends within the next 30 days:

  (subscribed list 1023 and cf:'Subscription_End_Date' is 2025-03-01 to 2025-03-31)
  

• Delivery reminder for customers:
  Send a reminder email to customers whose delivery is scheduled for the next week:

  (subscribed list 2050 and cf:'Expected_Delivery_Date' is 2025-03-10 to 2025-03-17)
  

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For additional questions or further assistance with Custom Fields, please contact Taguchi Support.

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