Hi Don,
You would need some way of filtering for these contacts in the list builder. I suggest that you create and use a tag for this. If you want to automate the tagging process, you will need to create a button with an action set that will loop through your contacts table, check if the last invoice date is greater than 1 year and then add this tag to the TagList field if it’s not already there.
A couple things to keep in mind:
- You need to check if the tag is already in the TagList field before adding it.
- You can’t simply enter the tag value into the TagList field. You need to retrieve the current value and use a character function to add the tag to the list.
I hope this gets you started, but if you have any follow up questions, don’t hesitate to post back. It’s also worth noting that this is something that a member of our professional services team can set-up for you. If you would like to go this route, just let me know and I will have your account manager reach out to you to discuss.
-Audisho