This component of the eMarketing module provides the ability to create, edit or archive a list from specific fields nominated in a search.
Searches can be conducted using any of the key fields from the ‘Contact’ and ‘Organisation’ components of ARM including relationship types, states/regions and custom fields (if using ARM Pro). It also has the ability to search for organisations containing a specific name (e.g. organisation name containing ‘Hotel’. It can also search for bounce-backs from a specific campaign etc. This enables the re-sending of a campaign to the created search list or to identify specific information from your contact lists.
Searches can also be conducted using any question from an eSystem (for Subscribers using the eSystems module).
The following example demonstrates how to search the database for a school based in Queensland.
Create ARM fields search
- Select ‘Contact list’
- Select ‘Create search’
- Create ‘Search name’ e.g. “Queensland schools”
- Insert notes or instructions in ‘Internal notes’ field
- Select whether the search operators will be either ‘And’ or ‘Or’ conditions – e.g. in this example we will need the State to equal QLD ‘And’ contains the word ‘School’ as outlined below (alternatively, if we wanted businesses in QLD or NSW we would use the ‘Or’ operator – e.g. QLD or NSW)
- From the ‘Field’ drop-down menu select ’State/region’ (note that the drop- down list contains most fields from ARM contacts and organisations)
- From the ‘Operator’ drop-down option select ‘Equal to’
- From the ‘Region’ drop-down menu select ‘Queensland’
- Select ‘Add condition’ and note how many contacts meet this condition in the text below.
- To add the second condition, select ‘Organisation name’ from the ‘Field’ drop-down menu
- From the ‘Operator’ drop-down menu select ‘Contains’ and enter the word ‘School’ in the text box below
- Select ‘Add condition’ and note how many contacts meet these two conditions (‘Queensland’ and ‘schools’)
- Select ‘Next’ once all required conditions have been entered
NB: When conducting a search that all relevant conditions have been added to the search to obtain the required list e.g. to obtain all current clients in ARM
- Create condition ‘Client – Is a client’
- Select ‘Relationship equal to Client/Customer’
The result of this search would provide all current clients in ARM. If the second condition is not added to your search, the result would be a list with all contacts in ARM including prospects, inactive etc.
All fields within ARM are able to be added as parameters. Contacts who are assigned in programs can also be pulled into a search parameter based on the program name.
Create eSystems field search
- Select ‘Contact list’
- Select ‘Create search’
- Create ‘Search name’ – “Queensland schools”
- From the ‘Field’ drop-down menu select ’eSystems’
- Select the relevant eSystem template from the drop-down menu and identify the eSystem question to be used in the search
- Select the relevant operator from the ‘Operator’ drop-down menu
- Select the appropriate answer for the search condition from the drop-down menu
- Select ‘Add condition’ and note how many contacts meet this condition in the text below
- Add additional conditions as required
Create event attendees search
- Select ‘Contact list’
- Select ‘Create search’
- Create ‘Search name’ e.g. “Event attendance”
- From the ‘Field’ drop-down menu select ’Event’
- From the operator drop-down menu, select ‘Is in event’
- Select the event from the drop-down menu
- Select ‘Add condition’
- Select ‘Save’
Administer existing searches
- Select relevant contact list
- Select appropriate action
Archive search
- Select relevant contact list
- Select ‘Archive search’
Unarchive search
- Select Archived or ‘Existing + archived’ from the drop-down menu
- Select ‘Unarchive’
Export search
- Select ‘Export contacts’
- Select Export type
- Select ‘Export’
Remove duplicate emails from search lists
Duplicate emails can be removed from search lists. To remove duplicates, refer section ‘Remove duplicate emails from contact lists’ as the functions are the same in both instances.
Update search lists
When updating a search, the list will automatically update with any new contacts that fit their criteria, provided a contacts has not previously been manually excluded from that search.
Administer bounce-backs
- Conduct a search for bounce-backs from specific campaign
- Identify relevant search list
- Select ‘Only existing searches’ from the drop-down menu
- Select ‘Contacts’ to view from newly created bounce-back list
- Locate ‘bounce-back’ email
- Select ‘Marketing’
- Select the ‘Contacts’ tab
- Click relevant contact name
- Edit email address
- Select ‘Save’
- Select ‘Email’
- Select ‘Communication category’ from drop-down menu
- Select ‘Email template’ from drop-down menu
- Select ‘Next’
- Select ‘Email to contact’ or ‘Email to self’
- Select ‘Finish’