Recent software enhancements are in red.
Engage’s Supporter Query tool enables 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. You can find and segment your supporters based on their activity history, group membership, or a host of other data points.
When you're creating your query, rules will use common options for defining the specific supporters you want to find. Rules are based off predefined categories of activity in Engage:
- Supporter Fields
- Activity Form
- Activity Type
- Advocacy History
- Donation History
- Event History
- P2P History
- Email Blast History
- Email Series History
- Email Stats
- Supporter Source
- Address Range (US only)
- Legislative District
- Social Ads
- Salsa Tracking Code
Query Fields to Return
Choosing the fields to return for your query help to narrow down the potential list of all fields in Engage to just the ones you want to see for your report results.
Fields to return in your query include:
- Internal ID
- External ID
- First Name
- Last Name
- Middle Name
- Date of Birth
- Preferred Language
- Address Line 1
- Address Line 2
- ZIP Code
- Work Phone
- Cell Phone
- Home Phone
- Email Status
- Source Activity UUID
- Source Activity Name
- Source Activity Type
- Source Type
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 custom fields. If you create a custom field that is a number field, you will have search operators that relate to numerical values. If you have a custom field that is instead a select-able list, it will change the search operators to be specific to selectable list options.
Query Options for Dates
The Supporter Query tool allows you to search dates using two general methods:
- 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.
- 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 than one selection at a time (for example, if you're looking for supporters who performed more than one activity). The query tool includes two common operators for specifying multiple selections:
- one of these - This operator enables you to look for supporters with this value OR that value. Taking activities as an example, if you use the "one of these" operator to look up supporters in "Activity A" or "Activity B", supporters that did Activity A, Activity B, or both Activity A and Activity B will be found.
- 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 activities, it would find only the supporters that are members of all of the activities you choose. For example, if you use the "all of these" operator to look up supporters in "Activity A" and "Activity B", Salsa Engage will return results for only supporters who performed Activity A and Activity B; supporters that performed only Activity A or only Activity B will not be found.
Create a Query
- Click Supporters tab > Query tab.
- Click the Create New Query button. The Create a Query page will open.
- Define the first query rule by choosing one of the rule categories in the first drop down. Each rule will have several parameters that you can set. Add additional rules as needed.
- Ensure that Chosen fields to return is populated with the values that you want to see represented in the table. Fields to return are based on the tables that are defined in the query builder.
- After you have your query set to find the supporters you want, click on the Show Results button to see a sample list of results for up to 50 supporters. You can also add additional Supporter or Custom Fields to the spot checklist by clicking the orange plus button on the right of the field list.
- If you think that you may want to reuse your query, click the Save Query button the lower right corner of the window. Back on the Query tab, you can use the "Clone This Query" option to duplicate an existing query and modify it to meet a new goal.
Actions With Your Query Results
Once you have the list that you want, you can use the Query Actions button to create a new group, modify the supporters' membership in an existing group, or export the list. Click the Query Options drop down to the right of the window:
- Make or Update Group - In Salsa Engage, there two types of groups:
- Dynamic groups populate every 24 hours with supporters who match an attached Supporter Query.
- Static" groups include only supporters that you add or remove manually.
- Export Query Results - 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 Email Audience will be the query itself, not a Group based on the query. The Basics will 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.
An Example Supporter Query
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. Choose “First Name” or start typing “First” in the filter to quickly find that field name. Once chosen, additional operators will be available for that field, such as “equals.”
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
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.
Available Query Categories
Activity Custom Field - Using this query option, you can query activity custom field data submitted within a specific date range. If Salsa Engage is integrated with Salsa CRM, Engage will push Activity Custom Field information. Example: Activity Custom Field > Sign-up Form > Which Thank You Gift Do You Want? > Is > Tote bag > submitted on one of these > October Sign-up > on or before > Calendar > 10/31/2017
Active Consent - If you are using GDPR functionality in Salsa Engage, you can use this query option to search for supporters who have opted-in or opted-out of active consent for the following channels: Address, Email, Twitter, Cell Phone, Work Phone, Home Phone. Example: Active Consent > Email > Opted In.
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"
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"
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 interacted with a specific number of event pages over a period of time, such as whether they purchased tickets or registered or were a guest or whether they registered with a specific discount code. Example: Event History > did not purchase 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 particular group. 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"
P2P History - Under this query option,you can find supporters that have or have not interacted with a specific number of event pages over a period of time, such as whether they purchased registrations or registered or were a guest or whether they registered with a specific discount code, who participated in P2P events, such as fundraisers, and who have made donations or purchases. Example: P2P History > participated as a fundraiser in > one of these > [click to "Choose Items"]
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"
Social Ads - Under this query option, you can find supporters who submitted a Facebook lead ad form and those who did not. Example: Social Ads > submitted facebook lead ad form > one of these > [click to "Choose Items"] > [click to "Choose Items"]
Subscription - Under this query option, you can find supporters based on whether they are subscribed or unsubscribed from your account or - due to GDPR conditions - their email consent is unknown. Example: Subscription > is subscribed
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"
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"