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]
🤝 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. 🔥 Try experimenting with one of these ideas this week and see how it helps drive more action