Advanced Search

Advanced search allows you to search by any contact field to develop a group of contacts. The results of your search can then be added to a regular static group, or a dynamic group (one that will be updated each time it is used for sending campaigns).

To setup a new advanced search:

1. Click the Contacts tab in the main navigation menu.
2. From the Advanced menu at the upper right, select Advanced Search.
3. Select the first field you wish to search by and how information should be matched.
4. Optionally add another condition for that particular set, and/or additional sets.
   Note: Multiple conditions and sets can be used with "and" or "or" operators to setup complex searches. For example, you could search for contacts in state CA or NY, and from company ABC.
5. Once you have set your parameters, click the Run Search button. You will then be presented with options for what to do with the search results:
   1. Click the View Search Results button to view the contacts who matched the conditions.
   2. Click the Add to Groups button to add the contacts who matched the conditions to a group(s).
   3. Click the Save as Dynamic Group button to add the contacts to a dynamic group. This will save this search as a group, which you can add to campaigns - meaning that contacts matched by the search now and in the future will be added to those campaigns.