Searching Your Contacts
To make searching your contacts easy, we utilise a Key/Value method of search. This allows for searching not only through the values of contact fields but, you can also search data captured through other modules of the platform including third-party data from integrations.
Quick search is also available by clicking on the Global Find 🔍 icon in the top-right corner of the platform. This will allow you to specify a keyword which will be used to search for contacts, templates, campaigns, forms and other area of the platform for a match.
To search your contacts, click on the "Contacts" section and select the "Search Your Contacts" button.
By default, the platform will automatically pre-select five common fields that are used for searching (these include First Name, Surname, Email, Mobile and Tags).
Specifying Your Search Fields
Use the "+ Add Another Search Field" button to select the search fields. Once clicked, a popup will appear allowing you to select the fields to use. The popup is split into different tabs that represent the different modules of the platform that hold data:
Basic Search contains all contact fields (including custom created fields). System created fields are also available (such as the Created/Sign Up Date, Last Updated date, ability to filter by opt-in/opt-out as well as locating contacts based on their Sign up method).
The
Purchase tab contains data relating to any transactions recorded against contacts. Transaction data is fed into the platform via our API or through third-party integrations (eg: via an ecommerce platform, epos/pos system etc...). The fields available are related to items purchased, transaction dates, number of transactions, total amount spent etc...
Visits and Bookings are available and can be used to locate contacts based on the days that they have visited your business. This data is populated via our API or through third-party integrations (eg: Wifi providers or reservation/bookingenginess). The fields available relate to the Visit/Booking Dates, the number of visits, the visit type and visit location.
Under the
Campaign tab, you can select fields related to all communications received by contacts. This applies to both SMS and Email communications and you can filter based on engagement (eg: opened or not opened a campaign, clicked a link, bounced or unsubscribed). The filters allow you to specify the number of occurrencess (eg: opened 3 or more email campaigns), the date(s) of interaction (opened an email campaign yesterday) or based on engagement on specific campaigns (eg:clickedd a link inside the Welcome campaign)
Finally, the
Form Submission section provides you with two criteria fields: Form Name and Submission Date. This allows you to filter contacts based on one or more forms that have been completed as well as the Date that a form was completed.
Build out your search by adding one or more of the above search filters to your criteria.
Specifying Your Search Values
Once a criteria/filter has been added to your search, it will default to a value of "All" - this means that all values are being returned for that field. Clicking on field will present the available filters to allow you to specify your value.
The most common options are:
- Equals = performs an exact match search based on the value you specify (eg: "First Name equals John" will locate all contacts with "John" as the first name. Contacts having a first name of "Johnny" will not match).
- Does Not Equal = performs an inverse search. All contacts matched will not contain this value for that field
- Contains = matches contacts that contain the provided value within the field (eg: "First Name contains John" will match both "John", "Johnny" and any words that have "John" within.
- is empty = matches contacts that do not have a value for the specified field (eg: "Date of Birth is empty" will match all contacts with an unknown Date of Birth).
- is not empty = matches contacts that do have a value for the specified field (eg: "Date of Birth is not empty" will match all contacts with a known Date of Birth).
Each field type (Text, Drop Down, Date, Time, Number etc...) provides different options.
Example: The search above will locate all contacts with a birthday next month that are currently 21+ years old and last transacted within the last 31 days and have previously spent more than $150 in my business, are currently subscribed to receive email marketing and have been tagged as VIP.
When combining fields and criteria from different modules of the platform, you can locate contacts using very low level values and create heavilytargetedd list of contacts.
Executing The Search
Clicking the "Search" button will provide you with a list of all contacts that match the criteria. You can then edit/view the details of these contacts, select one or more of the contacts and perform bulk updates and attach tags to them.
The criteria can also be saved as a segment using the "Save This Segment" button. This will allow you to create segments based on different criteria without needing to manually create the search each time.
Segments also provide additional benefit by allowing you to select them for sending campaigns, using segments in automations as well as accessing data and analytics via the Reports section.
More information about Segments and Tags can be
found here.
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