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Date fields in Salesloft Plays are like secret sauce for time-sensitive follow-up—but they’re often overlooked or misunderstood. When used right, they help you prioritize who to engage and when. ⏰

Whether you’re 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]

🎯 Example:
Target contacts who haven’t 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 “No Recent Activity” or “Reheat Opportunities.”


2. Prioritize New Leads

Use: Created Date after "date]

🚀 Example:
Focus on net-new leads created after a specific campaign launch.

Perfect for BDRs running campaign follow-up Plays—make sure you strike while interest is hot!


3. Time Renewal Engagement

Use: Renewal Date before or equal to ldate]

🔁 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. 🧊


4. Follow Up on Meetings

Use: Last Meeting Date before 8date]

đŸ€ Example:
Create a Play for contacts who had a meeting 2+ weeks ago but haven’t 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 “30 days ago”) if supported.
  • Name your Plays clearly. Include the timeframe in the title—e.g., “Re-Engage: 30+ Days No Contact” 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 timely—so you’re always showing up when it counts. đŸ”„ Try experimenting with one of these ideas this week and see how it helps drive more action

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