In This Article:

    Supporter Query Tool: Create a Query

    In This Article:

      Overview

      The Supporter Query tool provides a user-friendly way to find and segment your supporters based on their activity history, group membership, or a host of data points. Being able to segment your supporters is critically important to providing them with messaging that’s compelling and relevant to them. Using the Supporter Query tool, you can drill down on your list with deep precision.

      The Supporter Query tool is located in the Supporters section of Salsa Engage, in the Supporters > Query tab.

      Creating Your First Supporter Query

      Salsa’s Supporter Query tool allows you to find supporters using either very simple or very complex sets of rules. In either case, building a query is simply describing the characteristics of supporters you'd like to identify.

      Adding your first Query Rule

      When you land on the Query interface, you can define the first query rule by choosing one of the rule categories in the first drop down.

      In the example below, the user is looking for supporters in their database with "Chris" as their first name. To get started, choose “Supporter Fields” from the first drop down and the list of standard supporter fields (like First Name, Last Name, etc.) will be made available for me to choose from. I just choose “First Name” or start typing “First” in the filter to quickly find that field name. Once I choose it, then additional operators will be available for that field, such as “equals.”

      Adding Another Rule

      Now, let's say that the user is working for a pet advocacy organization and wants to limit the results to only supporters named Chris whose favorite type of pet is a cat (which is something this organization has been collecting about all of its supporters).

      To add this second rule, just click on "New Rule" and the option to choose another rule will pop up.

       The relationship between these two conditions is set by the "And" option connecting them together. This means that the supporter must meet the first condition "And" the second condition.

      Changing the Relationship Between Rules

      But, let's say the user in our example wanted to change the query to be any supporter named "Chris" or any supporter with a favorite type of pet that equals "Cat. "All you need to do is switch the connector on the left to "Or."

      Splitting a Rule into One or More Different Rules

      Finally, let's say our user wanted to find supporters named Chris whose favorite type of pet is either a cat or a dog. The Supporter Query allows you to split any condition so that you can further refine it. Just click the plus sign at the beginning of any condition to split it.

      Want to go deeper? You can split conditions two levels down--which can allow you to create a complex query of records.

      Save Your Query

      Want to save your query for later use? you can use the Save Query button on the lower right to save it. You can also use the "Save as New" option to save a copy of an existing query and modify it to meet a new goal.

      Spot Checking the Results

      After you have your query set to find the supporters you want, click on the "Show Results" button to sample list of up to 50 supporters.

      You can also add additional Supporter or Custom Fields to the spot check list by clicking the orange plus button on the right of the field list: .

       

      Supporter Query Actions

      Using Query Actions on your list of Supporters

      Once you've got your list prepared, you can use the Query Actions button to create a new group, modify the supporters' membership in an existing group, or export the list.

      Group Membership

      Under the on the "Query Actions" menu is the option to create a group or update membership in a group. In Salsa Engage there two types of groups: "Dynamic" groups which populate every 24 hours with supporters matching an attached Supporter Query, and "Static" groups which you add or remove supporters from manually.

      Exporting your Supporters

      Under the Query Actions menu is the option to export your supporters. Click that option and you can choose to include specific supporter or supporter customs--or click the "Add all" option to include them all. A csv file will be sent to your browser for download containing the requested data.

      Create an Email

      Choosing the "Create an Email" option launches the email tool. The Basics and Audience pre-populate, however campaign managers may tweak the Basics and add or remove supporters from the audience. From there, they can move on to Create the Email, then send.

       

      A Guide to Supporter Query Rules

      Supporter Query Rules

      When you're creating your query, rules will use common options for defining the specific supporters you want to find. Below is an description of the common query options and operators that are available to you when creating a query.

      Operators Automatically Adjust to Data Types

      As you're building your query, you'll notice that Salsa will automatically adjust the available options to match the type of data you're including. For example, if you wanted to find everyone in your list with a first name that is equal to "John," you will notice that when you choose "First Name" under "Supporter Fields" the options include operators for text data. If you choose a date field like "Date of Birth" then the operators will include only those relevant to dates.

      This also applies to your custom fields. If you create a custom field that is a number field, you will have search operators that relate to number values. If you have a custom field that is instead a select-able list, it will change the search operators be specific to select list options.

      Query Options for Dates

      The Supporter Query tool allows you to search dates using two general methods.

      First, you can search specific date periods using the "Calendar" option on any rule that involves a date. This allows you to specify date parameters. For example, you can find any supporters with a "Date of Birth" that is "before" a specific date.

      In addition, there are also relative options that will search for matching data points relative to the time you run the query. So, you can find supporters that have a birthday before two weeks from today using the "Relative" option on any rule.

      Picking more than one option in a rule

      In some cases, a rule will allow you to include more then one selection at a time. For example, if you're looking for supporters who are members of not one group, but two. The query tool includes two common operators for specifying multiple selections.

      1. "one of these" - This operator means that you're looking for supporters with this value OR that value. Taking group membership as an example, if you look up supporters that are in more then one group using the one of these" operator, it will find supporters that are in

      2. "all of these" - This operator means that you're looking for supporters with this value AND that value. So, if you're applying this operator to group membership, it would find only the supporters that are members of all of the groups you choose.

       

      Available Query Categories

      Supporter Fields

      Under this query option, you can choose a field from the supporter record and search for supporters that have data matching your rule.

      Example: Supporter Fields > First Name > equals > "Chris"

      Custom Fields

      Under this query option, you can choose a custom field from those you've created and search for supporters that have data matching your rule.

      Example: Custom Fields > How many siblings do you have? > greater than > "1"

      Activity Form

      Under this query option, you can find supporters that have or have not submitted specific forms over a period of time.

      Example: Activity Form > submitted > "General Fundraising Page" > before > "9/20/2016"

      Activity Type

      Under this query option, you can find supporters that have or have not submitted specific activity types (like Fundraising or Targeted Letter pages) over a period of time.

      Example: Activity Type > submitted > one of these > "Fundraising", "Targeted Letter" > before > "9/20/2016"

      Address

      Under this query option, you can find supporters with known or unknown addresses.

      Example: Advocacy History > has participated in overall > at least > "1" > "Petition" > before > "9/20/2016"

      Address Range

      Under this query option, you can find supporters with known addresses that live within a mile radius that you specify from either a zip code or an address.

      Example: Address Range > address is within > "10" miles of > Zip > "20814"

      Advocacy History

      Under this query option, you can find supporters that have or have not submitted a specific number of advocacy pages (like a Petition or Targeted Letter) over a period of time.

      Example: Advocacy History > has participated in overall > at least > "1" > "Petition" > before > "9/20/2016"

      Donation History

      Under this query option, you can find supporters that have or have not given a specific number of dollars or donations over a period of time.

      Example: Donation History > has given > at least > "10" > "Donations (onetime and recurring)" > before > "9/20/2016"

      Email Blast History

      Under this query option, you can find supporters that have or have not been sent specific email blasts or interacted with them (opened, clicked, unsubscribed).

      Example: Email History > opened > one of these > "2015 Annual Appeal Email"

      Email Stats

      Under this query option, you can find supporters that have performed on an available list of metrics across email blasts they received over a period of time.

      Example: Email Stats > emails clicked > greater than > "5" > during this > Year

      Event History

      Under this query option, you can find supporters that have or have not submitted a specific number of event pages over a period of time or whether they attended specific events.

      Example: Event History > bought tickets to > one of these > "2015 Annual Gala", "2016 Annual Gala"

      Groups

      Under this query option, you can find supporters that are or are not in a list of groups.

      Example: Groups > is in > "2015 Volunteers"

      Legislative District

      Under this query option, you can find supporters that are in specific legislative districts. This includes federal, state, county, and municipal districts. You can also search by either district or by the person currently representing a district you're wanting to include.

      Example: Legislative District > federal hour district is > "TX01","TX02"

      Social

      Under this query option, you can find supporters that are members of specific social networks or how large their social reach is.

      Example: Social > Twitter follower count > greater than > "100"

      Subscription

      Under this query option, you can find supporters based on whether they are subscribed or unsubscribed from your account.

      Example: Subscription > is subscribed

      Supporter Source

      Under this query option, you can find supporters that joined your database based on the page, activity type, or general source--such as through an import or the API.

      Example: Supporter Source > source activity type > is > "Petition"

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