Query builder

The query builder is used when exporting data or selecting supporters to receive email broadcasts. The query builder consists of three criteria to define the groups to include in your query:

Build your universe

Use this section to identify groups of supporters that you would like to export (i.e. select an advocacy action name to export all users who took that action). Each filter you choose in this section is treated as an OR query. That means that the more filters you add to this, the bigger the amount of supporters that could be selected.

For example, adding two advocacy pages here would select supporters that had done either action, or both.

Filter your universe

Filters added here will restrict the universe you created in the initial Build section. Use this section to retain records from the universe that match the criteria included in this box. For example: from the data (selected above) retain only records who selected an opt-in question checkbox (this is an important filter for retaining ONLY your opted-in supporters when setting up an email broadcast).

Each filter you add here is treated as an AND query, which means everything has to be obeyed within this section for a supporter to be chosen. This means the more filters you add, the more restricted the group.

For example, adding two advocacy pages here would select supporters that had done both (if a supporter had just done one, they would not be selected).

Exclude records

Use this section to exclude records that have been selected and filtered from the previous groups. 

Participation Date

You can specify a date range when supporters participated in pages selected for this query. If you don’t do this, then no date restrictions will be placed on the exported supporters.

The Participation Date filter does not filter on questions or opt-ins.

Data Filters

Within each section (build, filter and exclude) there are several tabs that identify types of data you can filter on. The first tab, for example, shows supporter fields so you could use this to select supporters within a certain Town, for example. Other tabs filter for different actions that the supporters might have done, for example opting-in or donating. 

Filter Description

Filter based on a particular value stored in the static supporter data fields.

Filter supporters’ data based on their answers to questions they have submitted on your campaign pages, i.e. you can export supporters who opted in to receive future emails from you by adding this filter with criteria = Y

Filter supporters’ data based on the actions they have participated in, i.e. you can export supporters who participated in a specific advocacy campaign.

Filter supporters’ data based on fundraising campaigns they have participated in.

Filter supporters’ data based on any previous emails you have sent to them, i.e. you can export supporters who opened or clicked on links in your newsletter.

Note that “Message sent” is only available for up to a year since the email was sent.

The names of the emails in this filter are taken from the message(s) within the email campaign.

Multi-select – click this if you want to add filters for several emails. This tool makes it easier to search for emails based on the type of email campaign (split test etc), tags, attributes, and also by ranges of created dates and sent dates. 

Filter supporters’ data based Marketing Automations, e.g. if they currently are in an automation, or if they responded in a certain way.

This filter works by adding the automation in question, and then selecting criteria based on their response to any message (an email sent by the automation), or by individual messages. Clicking the latter will list all the messages within the automation and allow you to add conditions on that message (Sent, Opened, Clicked or Converted).

Note: when using the query builder for selecting email recipients, if your account preferences say that campaign emails cannot be sent to supporters in an automation, the query builder can select them using this filter but the email tool will reject them.

Filter supporters’ data based on the tracking values that you have added to your action URLs. For example, you could export supporters who supported your campaign by clicking on a Facebook post.

Filter supporters’ data based on specific profiles you have created (you need to create and run the profile in “Data & Reports > Profiles” prior to using it as a filtering criteria).

Filter supporters’ data based on their activity on your peer to peer campaigns, i.e. you can export fundraising teams, individuals, or donors for selected campaigns.

Filter supporters’ data based on the attribute of the page or email campaign they interacted with.

If you are using our import API to assign CRM segments, you can filter on them here. For more information on CRM segments, check out our import API documentation.

Filter supporters’ data based on anyone that has registered for a specific ‘Peer-to-Peer’ campaign.

Filter supporters’ data based on anyone that has donated to a specific ‘Peer-to-Peer’ campaign.

Filter supporters’ data based on who have signed up for an event. This filter works by listing all available events, and then showing additional criteria for that event.

You can filter on Amount (the total cost paid for the event), Payment type (one-time or recurring), Payment status (reject, pending or success), or Currency. There are further filters which you can use to show mobile purchases only, and what to include in the transactional export.

ECS refers to an event purchase (credit/debit single), ECC to event purchase (free/cash tickets), ETK to event ticket purchase (the tickets bought with the event) and ETA to the attendees of the event.

Filter supporters based on Origin Source. Read more about Origin Source here.

Filter supporters’ data based on their longitude and latitude. Read more about Geo Location here.

Filter supporters based on their membership type. Read more about Membership Types here.

Saving queries

If you would like to save the query, tick the box next “store your query” and supply a name for the query:

Once you go to the next step of the query builder, it will save it.

Saved queries can be organised into folders. See here for details on how you can start organising the saved queries.

Next steps

Once you have built your query, you can preview (showing the number of unique supporters selected), or go on to export the data or use it in your email campaign to send

Updated on December 4, 2019

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