You can return anyone with the assessments you select. The " — " option will return anyone without an assessment.
Change the entity type to include any entities that exist in the campaign.
Flagged for Follow Up
Follow Up allows you to see everyone who you have flagged for follow-up or everyone who has been flagged for follow-up by anyone in the organization. You can filter to view flags by you, by any user, or flagged for you.
Complex Filters lets you create more complicated queries than are possible from the main Wall Chart query feature. You can use this feature to answer questions like, 'How many people work either for this employer with this particular job title, or at this other employer with a similar but different job title?" Complex filters can be created/edited in campaign administration.
To learn more about complex filters, please see the following article: Complex Filters
Info & Connections
With Info, you can choose to either include or exclude people from your filter based on a response. Within both fields you can select multiple responses to search on, and Query Builder will return anyone who meets any of those options. However, if you use both include and exclude with responses, Query Builder will use an AND operation.
Example of Using Multiple Responses in a Query: Suppose you want to find individuals based on certain responses. By including responses such as "Membership: Yes" and "Issue: Pay", and excluding "Contact: Do Not Contact", your search will show people who have either "Membership: Yes" or "Issue: Pay" responses, but not those with "Contact: Do Not Contact".
Searching Using Dates:
- You can look for information added within specific date ranges or focus on a recent period like the past 30 days.
- If you set a start date, the Query Builder finds responses added after that date. For an end date, it retrieves responses added before that date.
- If the chosen field is date-specific, the search focuses on the actual date recorded in the response, not when the response was inputted.
Searching Number Fields: For fields categorized as 'Number', you can search based on the numerical value of the response. After selecting a response, you'll see options to specify a range using start and end numbers. This lets you find responses within that range.
The Connections filter works similar to the Info filter except it searches for connections between entities. Like Info, you can select connections to either be included or excluded from your search. You can either search for everyone who has a particular connection type or only those who have a specific connection with an entity. Also like Info, you can also search for connections that have been added within specific date ranges or target a past number of days of your choosing (ex. the past 30 days).
For example, if you search for the connection "Co-worker" the search will return all entities who have a co-worker connection with another entity. If you instead search for "Susan Smith" and "co-worker" the search will only return entities who are Susan Smith's coworkers.
By default connections will search for only active connections but you can choose to include inactive connections,
Contact info has options for address, email, phone number, and social media. For each category, you can select if they have or are missing the contact information and whether you only want to return folks with confirmed information. For email and phone, you can also designate which type of email or phone you want to search on. For addresses, you can search for only good geocodes (meaning it can be mapped) or bad geocodes (cannot be mapped).
Also, Contact Info uses an AND operation between criteria which means an individual has to match all selected options to appear after running the query.
Use the list of language options to filter the list to anyone who has that language listed as their preferred language.
You can search for any individual whose profile has, or has not, been updated within a specific period of time.
Location offers you the ability to search on one of three options, city and state, state only, or zip code. Query Builder will auto-populate any city and state combination in the list after you start typing the city name. If nothing populates, then that combination does not exist in the list.
State uses the two letter abbreviation when searching.
Zip will also populate after you type the first 3 numbers of the code. If the zip does not appear after you type the first three numbers, then it does not exist in the list.
All three options allow you to select more than one location at a time.
Users have the capability to filter results based on state house/senate and federal districts. This feature allows for a more refined view of data, aiding in specific outreach efforts or data analysis within particular political districts.
In User's Assignment
If you have limited an Action Builder user's access to a specific response, for example an Activist user, you can search for that User and pull up every entity visible to them.
If individuals were promoted to a user from their profile page, they will be listed as users. Similarly, non-users are any entity that (likely a person) has not been promoted.
An important note here is that this only applies to users who were promoted within a campaign, and not those whose user profiles were created manually by an Admin user.
Canvassed allows you to include or exclude people who meet certain canvassing criteria including all attempts, successful attempts only, and the type of canvassing (ex. home visit, text bank). Like Info and Connections, Canvassed allows you to filter by entities who have been canvassed within specific date ranges or target a past number of days of your choosing (ex. the past 30 days).
For example, you could search for all entities who were not successfully contacted via phone bank in the past 30 days.