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Searching for Contacts

Access Path: Audience -> Contacts 

Option 1: Search by email

If you search only one contact and you have that contact's email, you can use this option by going to Contacts under Audience. Type the full email or a part of it. Click the lens to activate the search filter, then click Apply to launch the search:  You can filter the number of results by clicking Top 100.


Option 2: Advanced search

To search using more criteria, go to Advanced search:

Then, add search criteria (see the criteria list further in the article). You can click Analyse to see how many contacts are found by the search without leaving this page. To launch the search directly, click SearchTo configure the fields displayed in the search interface, you can define fields globally (for the project and its users). You can also do it by clicking Change field list, then, in the selector, indicate the fields and click Save choices (do not forget to click Apply when you are done):

Advanced search criteria list

You can launch a search either without criteria (to get the full contact list) or with one or several criteria from this list:

Personas

Searching contacts based on personas lets you find contacts corresponding to a specific persona or more than one. To perform this type of search, you must first have defined personas and have specified the characteristics to be met. To be certain your search takes into account the most updated information, it can be a good idea to recalculate your personas before performing your search.

Custom table

If you have custom tables that contain data on your contacts, you can use this option as a search criteria:

Email errors or quarantines

This type of search lets you find contacts based on the status of their email address or phone number. You can, therefore, get a list of contacts placed in quarantine or whose email address or phone number format is invalid.

OptionDescription
Email (syntax) - Valid or InvalidContacts who have an invalid or valid email address.
In [email or SMS] quarantine - Yes or NoContacts placed in quarantine or not, because their email address or phone number was considered non-existent by the destination server.


Reception status or clicks in a message 

This type of search lets you find contacts that have received or not a specific message or clicked or not in a given message.

OptionDescription
Received or Hasn't receivedContacts who have received or not received the message.
Clicked or Did not clickContacts who have clicked or not clicked the link.
Administrative info

This type of search lets you find contacts based on information automatically generated by the application in relation to contacts; this information is not shown in contact profiles.

OptionDescription
ImportValue that indicates that the action was done through an external file download or by automated import.
Web formValue that indicates that the action was taken by the contact when completing a form on a Web page.
HyperlinkValue that indicates that the action was done by the contact when clicking on an operational link.
By Dialog Insight userValue that indicates that the action was done manually in the application by a Dialog Insight user.
Opt-outValue that indicates that the action was done by the contact when clicking on an opt-out link in a message.
Groups

This type of search lets you display all the contacts in an existing group or to search for specific contacts in a given group, either to refine the group or to update a value for the contacts of a given group.

List of operators
Text and Email FieldDate and Numeric FieldTrue/False Field
Is equalIs equalIs true (or 1)
Is not equalIs not equalIs false (or 0)
ContainsIs less then 
Doesn't containIs less then or equal 
Starts withIs greater than 
Doesn't start withIs greater than or equal 
Ends withIs between 
Doesn't end withIs not between 
Is likeIs empty 
Is not likeIs not empty 
Is empty  
Is not empty  

Example
Field: Email
Operator: Contains
Value: videotron.ca

Example
Field: Invoice
Operator: Is greater than
Value: 5000

Example
Field: Client
Operator: Is true


Results

Sort the data
The results can be sorted ascending or descending by clicking:

  • For ascending, click.
  • For descending, click.

Save the search
If you want to reuse this search later, you can save it so that it appears as a Saved searches option:

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