Marketing Automation Search allows you to create advanced searches for your recipients. The advantage of using Marketing Automation Search is that it generates a list of recipients meeting any combination of criteria you specify.
Creating a search query
To use the search, click the Marketing Automation Search link on the sidebar of the Automation tab.
On the search page, you can specify one or more conditions to include in your search. There are dozens of possible options. For each option, there are additional criteria you can add to define the condition.
Example: Click ‘select condition’ to bring up a menu of options. Under ‘message’, select ‘Opened a message’. Specify one or more messages and define a time period. The search will return recipients who opened one of the specified messages in the set time period.
Click add another condition to continue to build your search. Recipients must meet ALL conditions to appear in the results.
To delete one condition, click the x icon to its right. To delete all conditions, click Clear All.
More about conditions
It’s better to use your most restrictive conditions first. Doing so pulls a smaller initial dataset and returns results more quickly.
Example: Say you want to see a list of all recipients from New Jersey who opened a specific message. Generally, there are many more recipients from New Jersey than there are who opened one particular message. It’s faster for the system to pull all the recipients who opened the message and then filter those by state, rather than pull all of the recipients from New Jersey and determine which ones opened the message. For this example, you would make your first condition check who opened a message, and the second condition check the address.
You cannot use all “not” conditions in your search, unless one of them is “not in a group”. Otherwise, at least one of them must be a positive condition.
In order to show up in the results list, recipients must meet at least one of the criteria for every condition. (In logic terms, this means that the logical operator within a condition is always OR, and the logical operator between conditions is always AND.)
Example 1: Say you have two different conditions. The first checks whether recipients have opened two messages, and the second checks whether recipients are enrolled in two campaigns. You can think of these conditions as a grid:
Condition Criterion Criterion Opened a message Message 1 Message 2 Is in a campaign Campaign 1 Campaign 2
A recipient will show up in your results if they meet at least one column for every row. For this example, you will see any recipient who A) opened Message 1 or Message 2 or both; and also B) are in Campaign 1 or Campaign 2 or both.
Example 2: Say you want to only see recipients if they’ve opened both Message 1 and Message 2. If you check both messages in the same condition, you will also get recipients who have only opened one or the other. If you create two different conditions (one checking Message 1 separately, and one checking Message 2 separately), then you will only get recipients who opened both.
If you are searching for a values in a text field and want to use OR statements, use the operator “||”, also known as double-pipes. This will return results which match any of the search terms separated by the double-pipes. You can string together multiple criteria with double-pipes.
Example 1: You are looking for any recipients who have either “Anna” or “Benjamin” as a first name. You create a condition that searches the First Name field, and enter “anna||benjamin” as the criteria. All recipients named Anna or Benjamin are returned (as long as they match your other conditions.)
Example 2: You do not want any recipients with the title “Vice President” or “President” to be included in your search. You create a condition that searches for Title fields which do not match “vice president||president”. The search results only contain recipients which do not have either of these titles.
Click Search to see your results. The number of results will be displayed.
Click Export to generate a CSV file of the results. To download the file, go to Tools > Reports > Upload & Export Job Status and click the file name under Automation Export.
Click Add to group to add all the returned recipients to a group. Choose one from the menu of available groups, or create a new one.
NOTE: If you add recipients to a group that is currently part of a Marketing Automation campaign, the recipients will be enrolled into the campaign.
If there are 1,000 results or fewer, you will also see a paginated list of recipients.
Click Show / hide columns to choose which columns to display. The three options are First Name, Last Name, and Email.
Select one recipient and click Details to be taken to their profile page. Click History to be taken to their recipient history page.
Tips, Tricks, and Additional Info
Marketing Automation Search can make advanced enrollment much easier. You can now conduct a Marketing Automation Search with all the conditions you would like first, review the results, and add the results to a group. Then you can use that group for enrollment in a campaign, instead of using the Advanced Workflow Builder.
Marketing Automation Search only returns data starting at the point when Marketing Automation was activated for your account. If there was a time period where you used Real Magnet without Marketing Automation, data from that time period will not be available to search. All data after activating Marketing Automation will be available, even information about messages you sent through the normal interface, or recipients who have not yet been enrolled in a Marketing Automation campaign.