NOTE: This article is for customers with the New Admin Experience interface (vertical left-navigation bar).



If your interface is different, view the "classic" version of this article.

You can view detailed analytics on your marketing campaigns. You can generate reports on contacts and events, link labels, and anonymous IP addresses.

To access the search page:

1. Access the Admin interface.
2. Navigate to Campaigns > Search.

TIP: Click the next to the page title for information about this page. Other topic-specific information boxes are also available via icons.

Use the tabs in the gray bar at the top of the page to choose a type of search, then configure the search using its associated parameters.

Recipients & Events

Use conditions-based searches to identify contacts and build a customized report with exactly the data you want. The report will include all contacts who meet any combination of criteria that you specify. On this page, you can:

• Create a search and then run it,
• Save a new search, and
• Run an existing (i.e., saved) search.

TIP: After building your search, you can save it (click Save) with a unique name, and then return here to run it again at another time. This means that you build it one time only -- which is very beneficial for complex searches -- and run it when you want. Refer to the Run a saved search section below for more information about this process.

Create and run a search

You can specify numerous conditions as your search criteria. There are dozens of options, and for each option, there are additional criteria you can add to further define the condition. The conditions can be inclusive (use an "and" condition) or exclusive (use an "or" condition).

• Inclusive - A contact will be included in the search results ONLY if both conditions are met.
• Exclusive - A contact will be included in the search results if either condition is met.

To configure a search:

1. Click select condition... in the dotted box.

2. Click a condition category to expand its options, and then select one. The condition is added to the page.
3. You can now configure the condition with its applicable criteria (blue-dashed underline). For example, if your condition pertains to groups, you'll be able to select which group to target.
4. Optionally, click add 'and' condition to add conditions. Repeat as necessary to add conditions.
5. Optionally, click add 'or' condition to apply unrelated conditions.

NOTE: You can apply multiple "or" conditions. These will be contained in individual boxes and can have their own "add" conditions.

6. Click Search. The number of results will display under the Search button.

TIP: Optionally, click Save, give it a unique name, and click Save. This enables you to create a Saved Search you can run again in the future. Refer to the Run a saved search section below for more information about this process.

Manage search conditions

After adding conditions, there are a few ways to manage them.

• Click an existing condition and then choose a different condition. The new condition will replace the previous one and its required fields will display.
• Click the X to the right of a condition to remove it, or click the X in the upper right of the box to delete the section.
• Click Clear all to remove all conditions and restart.

Run a saved search

If you have previously run a search and have saved it, you can run it again from this page.

1. Click Saved Searches.

TIP: To easily identify which group is associated to a saved search, click the X columns out of X link at the bottom of the dialog and make sure the Group column is checked. For example, in the image below, you can see that the Mentor Program Converted group is associated to our saved search, right in the dialog.

 

2. Choose the search from the selection dialog and click Select.
3. The Is in a group condition automatically populates the conditions area and the name of the saved search (blue dashed underline) appears next to it.

NOTE: The lower part of the page displays information about which group the saved search is currently configured to update, if any. Refer to the Group updates section below for more information.

Now you have several options:

• Click the name of the saved search to add groups to the search. The name of the saved search will be replaced with the number of groups (also a link; click to make changes).
• Click add 'and' condition and/or add 'or' condition to add conditions to the search.
• Click Save to either create a search or replace the existing search.
• Click Search to run the search. The results will display under the buttons. You can save this as a new search or replace the existing search.

NOTE: If a saved search is used to update an Thrive Marketing Enterprise campaign, be sure to re-deploy the campaign for the change to take effect.

Group updates

The lower part of the page displays information about which group the saved search is currently scheduled to update.

Automatic group updates

The Dynamic Saved Search Group functionality triggers saved searches to run nightly and, from the search results, to then automatically add new recipients to their assigned group. This is an easy and hands-off way to ensure that the groups in your campaigns are kept up-to-date with recent additions to the groups.

One-to-one association

It's important to note that each saved search can be configured to update only one group AND a group can have only one saved search updating it.

• If you try to associate Saved Search 02 with Group ABC, but Group ABC already has an association with (i.e., is being updated by) Saved Search 01, you'll be prompted to cancel the action or replace the existing association. A group cannot have update-associations with more than one saved search.
• If you try to associate Saved Search 01 with Group ABC, but Saved Search 01 already has an association with (i.e., is updating) Group HIG, you'll be prompted to cancel the action or replace the existing association. A saved search cannot have update-associations with more than one group.

Stop automatic group updates

You can stop a saved search from updating a group. If a group-update is stopped, the saved search will no longer automatically update the group.

To stop an automatic update:

1. Click stop the scheduled update at the bottom of the page.
2. In the confirmation dialog, click Stop.

• The saved search is now available to update a different group.
• The group can now be updated by a different saved search.
• The saved search can be used to manually update the group.
• The association between the group and the saved search can be created anew by following the steps in Run a saved search, above.

Manage your saved searches

You can run and delete your saved searches.

1. Navigate to Contacts > Tools > Saved Search.
2. Select a saved search from the (Run or Delete) dropdown and click Go.

• Run will display the search results on a new page.
• Delete will prompt for confirmation.

Link Label Reports

Use this page to retrieve and view performance metrics for your labeled hyperlinks with the Message Activity by Link Label and Channel Comparison reports.

• You can run this report on all your linked labels or you can specify which labeled links to include.

NOTE: The two date fields are required.

To run a report:

1. In the Admin interface, navigate to Campaigns > Search.
2. Click the Link Label Reports tab.
3. Click any link label to select one or more labels OR do nothing to include all Link Labels.

• If you click any link label, then select a link label in the selection dialog and click Select.
  
  

4. Specify a date range in the fields.
5. Click Search.

Report parameters

• Click Clear all to clear the link label and the dates.
• If you change any of the parameters, re-click Search to run a fresh report.

Message Activity by Link Label report

This report lists the selected (or all) link labels that were included in email messages. It shows the number of:

• recipients who were sent the message;
• messages that were opened;
• times each link label was clicked; and
• anonymous visitors to have been converted to "leads" by having clicked this Link Label.

NOTE: These numbers are based on Link Labels. The Link Labels could be in several messages; these are aggregate counts. It doesn't matter which message hosted the link when it was clicked, only that the link was clicked.

• Use the search field to refine the number of results. You can search on as few as one character. Clear the field to restore the original list.
• Click a column header to sort on that column; click the header again to reverse the sort order.
• Click Export to generate a .csv file of the report. Navigate to where you want to store the report, give it a unique name, and save it.
• Click any row with a Converted value (other than N/A) to enable the Get Conversion Recipients button. Click the button to open the Converted Recipients dialog to view the list of recipients who clicked that Link Label and ended up at the conversion URL.

Channel Comparison report

This report lists the selected (or all) Link Labels that were included in email messages and posted on social-media sites. You can use this report to see which channel had the best engagement.

The upper portion shows the channel and the associated click and conversion data.

• Click the gear icon to select which social accounts to include.

The lower portion shows percentage data for clicks and messages for the selected (or all) channels.

Anonymous IP Report

Use this page to view web page-visit data for tracked pages for a date range.

This report has the following requirements.

• Web Tracking has to be enabled
• Anonymous Web Tracking has to be turned on
• Recording IP Address for Web Tracking has to be turned on

NOTE: This will work only for web pages with web tracking code.

1. Click all pages to access the dialog to specify a URL.
2. Specify a URL by typing only the hostname and subdomains (e.g., www.higherlogic.com); do not include the protocol (e.g., HTTP, HTTPS); click Save.

• Click the in the Configure page URL dialog for information about the available "operators."

TIP: After adding a URL, click it if you want to specify a different URL.

3. Specify a date range in the fields.
4. Click Search.

NOTE: Click Clear all to clear the URL and the dates.

The page refreshes and the results display a grid that is sorted on the IDs of the visitors to the URL during the specified date range.

• Use the search field to refine the number of results. You can search on as few as one character. Clear the field to restore the original list.
• Click a column header to sort on that column; click the same header again to reverse the sort order.
• Click the columns count below the list to add and remove columns.