The Contact Search feature simplifies finding a single contact record or several contact records that have something in common, such as their Status or being in the same Target Group.
The page that hosts the search feature has a variety of filters that you can use independently or in conjunction with one another in order to really refine and focus your search.
The results of your search populate a table on the right side of the page and can then be:
- exported to Microsoft Excel file and/or
- used to create a Target Group.
This article describes the sets of search filters that are available in the Find Subscribers panel of the Contact Search page.
Access the Contact Search page
To access the Contact Search feature:
- Access the Admin interface.
- Navigate to Contacts > Search.
The Subscribers page is where you search for Contacts in your account.
The default set of columns (listed below) that display in the table, as well as their possible values, are described in detail in Manage Contacts.
- Email - The email address of the contact.
- Subscribe Date - The date on which the contact record was added to your account.
- Status - These are out-of-the-box, system-generated statuses for each contact record.
- Source - This indicates how the contact record was added to your account.
- Modified Date - The date on which the contact record was last modified.
TIP: Click the Columns button above the table to open the column chooser where you can add and remove columns in the current view and re-arrange the order of the columns.
Search filters
The left side of the page has the Find Subscribers panel which has four expandable filter sets.
- Set one of more filters and click UPDATE to refine the original list of results.
TIP: You can set multiple filters to refine the list of contacts as much as as you want. Click Clear Options to clear all filters and restore the original list.
Email & Personalization filter set
These filters enable you to search by personal information fields.
- Click the Field dropdown to choose a field (e.g., First Name, Remote ID).
- Enter the search term in the Value field (e.g., @gmail.com to filter the results to all Contacts who have a gmail address).
- Set additional filters in the panel or click Update to apply the filtering to the results in the table.
Current Status filter set
- Click the Status dropdown to choose a status (e.g., Active, Unsubscribed).
- Check the Add date range box if you want to specify a date range. Two additional fields display: From and To.
- Set a date range by either typing dates in the fields or choosing dates via the calendar icons.
- Set additional filters in the panel or click Update to apply the filtering to the results in the table.
Target Group filter set
NOTE: The Target Group filter set displays only 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. The folder that you select determines what is available in the Group dropdown.
- Click the Group dropdown to select a Target Group.
- Set additional filters in the panel or click Update to apply the filtering to the results in the table.
Subscription Action filter set
- Click the Action dropdown to select a subscription action (None, Subscribed, Modified, or Unsubscribed).
- Each Action has a unique set of follow-up options that you have to configure.
- Set a date range by either typing dates in the fields or choosing dates via the calendar icons.
- Set additional filters in the panel or click Update to apply the filtering to the results in the table.
With the results filtered, the table now displays exactly the data that you want.
The sections that follow describe what you can do with that data.
Export the data
You can export the table of results to a Microsoft Excel file, which you can then further customize and share with colleagues.
- Review the table to verify that you have all the columns of data you want to include in the export file.
- (Optional) Click the Columns button above the table to open the column chooser where you can:
-
- click a column's plus (+) icon to add it to the table;
- click a column's minus (–) icon to remove it from the table; and
- click-and-drag a column's bi-directional arrow icon up or down to reposition it in the table.
- Click the Export button above the table. A pop-up indicates that the file is being created.
- At the prompt, click Download Excel File. The file is saved to your device (typically in the Downloads folder).
Create a Target Group
You can create a Target Group and automatically populate it with the search results.
- Click the Target button above the table.
- On the Create dialog:
-
- specify a Name for the Target Group;
- click the dropdown and select a Folder for the Target Group; and
- provide a Description of the Target Group.
- Click Create.
Your new Target Group can be managed on the Contacts > Groups page.
NOTE: Target Groups created on this page are not dynamic queries so they will not automatically update.
For example, if you want to send a mailing to all @gmail.com contacts again a month from now, you have to repeat the process.