Whether you're trying to find a single contact or many, the Contact Search feature includes a variety of filters to make your search quick and efficient. In addition, you can export your search results and even use them to create Target Groups.
To access Contact Search:
- Access the Admin interface.
- Navigate to Contacts > Search.
Search filters
On the left side of the page is the Find Subscribers section, where you'll click to expand the various filter options. Let's learn about each of the filters available to you.
TIP: You can mix and match any of these filters to narrow the list of contacts as much or as little as you need. Click Clear Options to clear all filters and return to the full list of contacts.
Filter - Email & Personalization
These filters enable you to search by email OR any personal information fields you have built.
- Click the Field dropdown to see all available options (e.g., email, first name, remote ID).
- Enter the search term in the Value field (e.g., @gmail.com to pull all @gmail contacts).
- Click Update to view the results to the right.
Filter - Current Status
- Click the Status dropdown to view a list of contact statuses (e.g., Active, Unsubscribed).
- Check the Add date range box to search within a date range. This will expand the page and create two additional fields: From and To.
- Select a date range either by typing it in the text field or via the calendar icons.
- Click Update to view the results to the right.
Filter - Target Group
NOTE: The Target Group filters only display if the Status in the Current Status section is set to Active, All, Repeated Bouncer: All, or Repeated Bouncer: Unsub.
- Click the Folder dropdown to select a folder.
- Click the Target dropdown to select your Target Group (the Target Groups available in this dropdown are dependent on the folder selected).
- Click Update to view the results to the right.
Filter - Subscription Action
- Click the Action dropdown to select a subscription action (None, Subscribed, Modified, or Unsubscribed).
- Each of these Actions have unique follow-up options to configure. Complete your selected Action's options.
- Click the calendar icons to select the date range
- Click Update to view the results to the right.
Next steps - using the data
After setting your filters and clicking Update, the results are displayed in the Subscribers area to the right. At this point, you can:
- export it into an Excel file
- or create a Target Group using the criteria.
Export
Before you export, verify that you have all the columns of data you want to include, as the columns in the Subscribers area are what will be exported. So, to begin:
- Click the Columns button and, in the dialog, look at the fields on the left (currently included columns) and to the right (columns you can add).
- To remove a column, click its minus (-) icon.
- To add a column, click its plus (+) icon.
- When finished, click Ok.
With the columns of data you want ready, click Export. A pop-up displays indicating an Excel file is being created. After a few moments, click Download Excel File to download it to your computer (typically to your Downloads folder).
Create a Target Group
One of the best things about using these filters to pinpoint a group of contacts is to then easily add them to a Target Group, which you can use for messaging and other marketing efforts.
- With the contacts list filtered, click Target to create a Target Group and add them to it.
- Give the Target Group a name, select which folder to add it to, and give it a description.
- Click Create.
Once created, your Target Group can be managed on the Contacts > Groups page (just remember to look in the proper folder, if created in a specific folder).
NOTE: Target Groups created on this page are not dynamic queries, meaning they will not automatically update.
For example, if you need to send a mailing to all of @gmail.com contacts again in one month, you will have to repeat the process.