In This Article:

    Insight: Query - Create a Query

    In This Article:

      Recent software enhancements are in red. 

      Compare and contrast how your marketing efforts are resonating with your supporters. Add key performance metrics to review and either spot check the results or export them for offline analysis.

      Create an Insight Query

      The Insight Query tool enables campaign managers to evaluate results using sets of rules. Building a query is as simple as describing the characteristics of Activities or Messages desired.

      1. Click the Insight tab on the left side of the screen.
      2. Click the Query tab to open the query tool.
      3. Click the Create a New Query button.
        querytype.png
      4. When you land on the Query interface, you will define all the rules and types you want, as outlined below:
       Query Type

      Activity Type

      Forms to Include

      Results Time Period

      Groups to Include

      Metrics to return

      Activity Form Performance

      All Pages

      Sign Up

      Regulation Comment Form

      • One of these (brings up list of all forms for campaign manager to choose from)
      • Any
      • Before
      • On or Before
      • After
      • On or After
      • Between
      • Exactly
      • During this (Day, Week, Month, Quarter or Year)
      • Not During This, During Last (Day, Week, Month, Quarter, Year)
      • Ever
      • One of These (brings up list of all Groups)
      • Any
      • Name
      • Status
      • Total Submissions
      • New Supporters Created
      • Total Page Views
       

      Pages that Receive Donations

      Fundraising

           
      • Status
      • Total Submissions
      • New Supporters Created
      • Total Page Views
      • Goal
      • Total Donations
      • Total Dollars Raised
      • Total Recurring Dollars Raised
       

       Petition

           
      • Name
      • Status
      • Total Submissions
      • New Supporters Created
      • Total Page Views
      • Total Petition Signatures
       

      Targeted Action

           
      • Name
      • Status
      • Total Submissions
      • New Supporters Created
      • Total Page Views
      • Total Communications
      • Total Email Messages
      • Total Tweets
      • Total Ineligible Due to Location
       

      Ticketed Event

           
      • Name
      • Status
      • Total Submissions
      • New Supporters Created
      • Total Page Views
      • Goal
      • Total Tickets Sold
      • Total Dollars Raised
      • Total Donations [Count]
      • Total Dollars Raised by donations [Amount]
      • Total Dollars Raised by Registrations
       

      P2P

           
      •  Name
      • Status
      • Total Submissions
      • New Supporters Created
      • Total Page Views
      • Goal
      • Total Tickets Sold
      • Total Dollars Raised Total Donations
      • Total Donations from P2P Fundraisers
      • Total Donations from Teams
      • Total Dollars Raised by Teams
      • Total Number of Teams
      • Total Dollars Raised by P2P Fundraisers
      • Total Number of P2P Fundraisers
      • Total Dollars Raised by Donations
      • Total Dollars Raised by Registrations
      • Total Dollars Raised by Purchases

       

       Query Type

       Which Blasts

      Groups to include

      Choose metrics to return

      Messaging Blast Performance
      •  Choose specific messages.
        • One of these (brings up list of all blasts for campaign manager to choose from).
        • Any
      • Choose messages by date sent.
        • Choose a specific date using qualifiers as listed above.
        • Choose a relative time period from the current date into the past.
      •  One of these (brings up list of all groups)
      • Any
      • Split Name
      • Message Topic
      • Split Description
      • Split Subject
      • Total Sent
      • Total Delivered
      • Total Opens
      • Total Clicks
      • Total Unsubscribes
      • Donations Received
      • Dollars Raised
      • Open Rate
      • Click Rate
      • Unsubscribe Rate
      • Supporters Converted—Distinct count of supporters that converted in the SPECIFIED blast
      • Supporter Conversion Rate—Distinct count of supporters that converted in SPECIFIED blast / Distinct count of supporters that were delivered in the SPECIFIED blast
      • Total Conversions—Count of all conversions in ALL blasts.
      • Total Conversion Rate—Count of all conversions in ALL blasts / Count of all delivered blasts.
      • Average Donation
      • Date Sent

      In a general sense, a conversion means that the supporter took the action that was requested. With Engage emails, a Conversion means your new or existing supporter who was sent the email submitted an Engage activity form as the result of clicking through a link in that Engage email.

       Query Type

       Series to include

      Groups to include

      Choose metrics to return

      Messaging Series Performance
      • One of these (brings up list of all email series)
      • Any
      •  One of these (brings up list of all groups)
      • Any
      • Total Supporters Currently in Series
      • Total Supporters that Completed Series
      • Message Topic
      • Total Supporters that Exited Early
      • Total Sent
      • Total Delivered
      • Total Opens
      • Total Clicks
      • Total Unsubscribes
      • Open Rate
      • Click Rate
      • Total Conversions—Count of all conversions in ALL messages of the series.
      • Total Conversion Rate—Count of all conversions in ALL messages of the series / Count of all delivered messages in the series.
      • Supporters Converted in Series—Distinct count of supporters that converted in ANY message of the series.
      • Supporter Conversion Rate of Series—Distinct count of supporters that converted in ANY message of the series / Distinct count of supporters that were delivered ANY message of the series.
      • Unsubscribe Rate

       

       

       Query Type

      Posts to include

       Groups to include

      Choose metrics to return

      Messaging Social Performance
      • One of these (brings up list of all social posts)
      • Any
      •  One of these (brings up list of all groups)
      • Any
      • Total Comments
      • Total Shares
      • Total Donations
      • Total Dollars Raised
      • Average Donation

       

      1.  Once you've defined your query, click Show Results to see a sample of results.
      2. If the query has returned the results that you want...
        1. to export the full set of query results click the Query Options button to the top right of the window
        2. Click Export Query Results.
      3. If you might want to reuse your query...
        1. click Save Query at the bottom right of the window.
        2. You'll be prompted to name and describe the query.
        3. Once saved, the query will appear in the table on the Query tab.

      An Example Query

      In the example below, a campaign manager queries on Activity Form Performance > Fundraising Forms (any) between two dates. The campaign manager selects the metrics to be included then clicks "Show Results."

      insightquery.gif

      After clicking "Show Results", the campaign manager can click on the "Query Options" button at the top right to see a list of metrics to choose from for export.

      queryexport.gif

      The export option will be in the Query Action dropdown similar to the Supporter Query tool. You'll have the pop up similar to the Supporter Query tool to choose the fields you want to export and they will be downloadable in a CSV as shown above.

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