Date fields in Salesloft Plays are like secret sauce for time-sensitive follow-upâbut theyâre often overlooked or misunderstood. When used right, they help you prioritize who to engage and when. â°
Whether youâre chasing cold leads, working renewals, or timing your campaign follow-ups just right, this guide will help you make the most of date-based criteria.
1. Re-Engage Cold Leads
Use: Last Contacted before date]
đŻ Example:
Target contacts who havenât been engaged in 30+ days.
Great for SDRs looking to revive stalled conversations or AEs checking in on slow-moving deals.
Pro tip: Use this in Plays like âNo Recent Activityâ or âReheat Opportunities.â
2. Prioritize New Leads
Use: Created Date after "date]
đ Example:
Focus on net-new leads created after a specific campaign launch.
Perfect for BDRs running campaign follow-up Playsâmake sure you strike while interest is hot!
3. Time Renewal Engagement
Use: Renewal Date before or equal to ldate]
đ Example:
Build a Play for accounts renewing this quarter to kick off early conversations.
AEs can stay ahead of the curve and avoid last-minute scrambles. đ§
4. Follow Up on Meetings
Use: Last Meeting Date before 8date]
đ€ Example:
Create a Play for contacts who had a meeting 2+ weeks ago but havenât responded since.
Use this to trigger nudges or send post-meeting resources if things have gone quiet.
Bonus Tips:
- Keep it relative. Want flexibility? Set up your criteria to update automatically using relative dates (like â30 days agoâ) if supported.
- Name your Plays clearly. Include the timeframe in the titleâe.g., âRe-Engage: 30+ Days No Contactâ so teammates instantly know the purpose.
- Test it. Preview who qualifies to confirm the date logic is working before launching
Using date fields keeps your Plays sharp and timelyâso youâre always showing up when it counts. đ„ Try experimenting with one of these ideas this week and see how it helps drive more action