Access Path: Audience -> Contacts |
Option 1: Search in the List
At the top of the contact list, you can filtrer the list using search criteria (project fields, subscriptions). 
To return to the full list, click Remove all and Search.
*This is not a segmentation tool. To segment your audience, see these options instead.
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 Search: 
To 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:
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.
If you have custom tables that contain data on your contacts, you can use this option as a search criteria:
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.
| Option | Description |
|---|---|
| Email (syntax) - Valid or Invalid | Contacts who have an invalid or valid email address. |
| In [email or SMS] quarantine - Yes or No | Contacts placed in quarantine or not, because their email address or phone number was considered non-existent by the destination server. |
This type of search lets you find contacts that have received or not a specific message or clicked or not in a given message.
| Option | Description |
|---|---|
| Received or Hasn't received | Contacts who have received or not received the message. |
| Clicked or Did not click | Contacts who have clicked or not clicked the link. |
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.
| Option | Description |
|---|---|
| Import | Value that indicates that the action was done through an external file download or by automated import. |
| Web form | Value that indicates that the action was taken by the contact when completing a form on a Web page. |
| Hyperlink | Value that indicates that the action was done by the contact when clicking on an operational link. |
| By Dialog Insight user | Value that indicates that the action was done manually in the application by a Dialog Insight user. |
| Opt-out | Value that indicates that the action was done by the contact when clicking on an opt-out link in a message. |
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.
| Text and Email Field | Date and Numeric Field | True/False Field |
|---|---|---|
| Is equal | Is equal | Is true (or 1) |
| Is not equal | Is not equal | Is false (or 0) |
| Contains | Is less then | |
| Doesn't contain | Is less then or equal | |
| Starts with | Is greater than | |
| Doesn't start with | Is greater than or equal | |
| Ends with | Is between | |
| Doesn't end with | Is not between | |
| Is like | Is empty | |
| Is not like | Is not empty | |
| Is empty | ||
| Is not empty | ||
Example | Example | Example |
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: