Classic queries are the legacy version of the current query feature. Some customers may prefer to use classic queries.
Note: In edit mode, the new input/date picking experience is now available.
The overall structure of a classic query is similar to relational table queries, contact list queries, and classic dynamic content rule builder. This feature is supported and is not scheduled to be removed in the near future.
You can define three types of criteria:
- Locked Criteria - Use locked criteria to define criteria to be used for all queries against this database. This is essentially the same as editable criteria, but can only be set or changed by those with organization administrator rights. Locked criteria must be enabled by the organization administrator
- Editable Criteria - These criteria are based on any information in the database fields.
- Behavior Criteria - These criteria are based on specific contact behaviors, such as 'Opened Mailing' or 'Clicks.'
- Create and name the query.
- Go to the Database Summary of the parent database to be used in your query.
- In the Fields tab, click Create Query.
- Enter the name of your query in the Save Query As field.
- Click Browse to choose the location where the query will be saved.
- Under the Type drop-down, select Classic Query.
- Click OK. The Query dialog box displays for editing the new query.
- To create editable field criteria, do the following.
- Click the Criteria tab.
- Under Criteria, select a field from the drop-down.
The Type field changes in response to the field you select.
- Text: Check for or compare text, such as married, yes, or baseball
- Date: Compare one date with another
- Number: Compare one numeral with another
- Select the operator that defines the comparison. Only operators that are compatible with the field type are available for use.
- In the Value field, enter the data to be checked for or compared.
Query criteria are case-sensitive. Select or deselect the Case Sensitive field as needed.
To check against another field, click the Value icon. A dialog box displays with field names available for selection. The field appears in brackets and can be augmented with field operators.
To compare dates, click the Date icon to choose the date. Only the date format
dd/mm/yyyy
is accepted. - Click ADD. The query criteria appear in the box under the Add Criteria button.
Optional: Adding parentheses allows you to group criteria together so they are filtered in a certain way. For example, you may group two Country fields that share associations with each other. Note: Make sure Enable Parentheses is checked. In the first Parentheses field, add an opening parentheses “(“. After you have grouped your criteria, add a closing parenthesis at the end of the last criterion “)”.
- Follow the above steps to add additional criteria.
- Create behavior criteria in the Behavior Criteria tab.
You may base your query on mailing behaviors such as Opens, Clicks, and Sent. Note: Only one mailing can be used.
- Select include contacts who have and select one of three behaviors from the drop-down.
- Opened an email
- Clicked an email
- Bounced on an email
- If automated behavior updates are enabled on your database, select Any Email Since and select a date
- Select the Email to use in your query.
- (Optional) Select Include contacts who only clicked link and select a link from the drop-down.
- (Optional) Select an activity option, its operator and its value.
The value type changes based on the activity selected.
- Select include contacts who have and select one of three behaviors from the drop-down.
- (Optional) Select the fields to use for personalization. For example, if you want to select only contacts who live in Atlanta, choose the database field City, text = Atlanta.
This can be individual fields, or all fields.
- Click the Fields Available for Personalization tab.
- If you have org admin rights you may select the Permission checkbox to allow others to select or deselect personalization fields when they create a query.
- Select the fields.
- To make all fields available, select the Include all fields checkbox (do not click the Add button).
- To select individual fields for personalization use, remove the selection from the Permission checkbox.
- Select individual fields (use the Shift + Alt keys for multiple selections) and click the Add button.
- Click Save.
When you're done constructing your query, you may either click Save or Save & Calculate to run the query.
- (Optional) Select Upon completion of the data job, send an email notification to the address below and enter your email to be notified when the query calculation data job is complete.
- Click Submit .
- Click the Data Job ID link to view the progress of the data job. After it is complete, you can use the query as a contact source for your email.
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