How-to Guide
You might like to send to only one segment of your contacts for a particular send. For example, you might like to advertise a competition for only Gluten Free contacts who live in Queensland - or to contacts with particular Email Preferences assigned (or both!).
Send to a Segment of Your Contacts (By Searching for Preferences)
- Go to Messages.
- Select a message.
- Choose Send from the Actions menu.
- Click .
- Now click Advanced selection, as shown below.
- Click .
- Click .
- In the first drop down, choose the Preferences field.
- From the second drop down, choose Is Includes any.
- From the third field, select the Preference(s) you'd like to include.
- If you need to add to your search criteria, click and enter your desired search parameters. When ready, click .
- Click . Any contacts who have these Preferences assigned will be included in the send.
Send to a Segment of Your Contacts (By Searching for Data Within a Field)
- Go to Messages.
- Select a message.
- Choose Send from the Actions menu.
- Click .
- Now click Advanced selection, as shown below.
- Click .
- Click .
- In the first drop down, choose the field you wish to search within - in our case, we'll use the State field.
- From the second drop down, choose Is Includes any.
- From the third field, select or enter the data to search for (in our case, we'll choose the state QLD).
- If you need to add to your search criteria, click and enter your desired search parameters. When ready, click .
- Click . Any contacts who match the search criteria will be included in the send.
Examples of Advanced Search Queries
Saving Search Criteria
You are also able to save your searches, to stop you from having to re-enter all the search criteria, if you need to perform these searches regularly.
- Click the Save Search link in the bottom of the box.
- Enter a name for the search.
- Click . Your search now will be saved in the small drop down box at the top so you can easily pull it up again next time.
