Query Builder Criteria

Below is a summary of the various criteria available in Query Builder:

Assessment

You can return anyone with the assessments you select. The "-" option will return anyone without an assessment.

Entity Types

Change the entity type to include any entities that exist in the campaign.

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

Info

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.

For example, if you include the response "Membership: Yes" and "Issue: Pay", and then exclude the response "Contact: Do Not Contact", you will return anyone who has the response "Membership: Yes" or the response "Issue: Pay" and does not have the response Contact: Do Not Contact.

You can also search for Info that have been added within specific date ranges or target a past number of days of your choosing (ex. the past 30 days).  If you choose a start or an end date, Query Builder will look for responses that were added after (for Start) or before (for End) to include or exclude.  If the field is a Date type, searching by date will search on the date added to the response, not the date the response was added.

If the Field is a 'Number' field, you can also search on the number associated with the response.  Once you've selected a response, an option for start and end numbers will appear to allow you to search within a range.

Connections

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 defauly connections will search for only active connections but you can choose to include inactive connections,

Contact Info

Contact info has options for address, email, and phone number. 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.

Preferred Language

Use the list of language options to filter the list to anyone who has that language listed as their preferred language.

Last Updated

You can search for any individual whose profile has, or has not, been updated within a specific period of time.

Location

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.

In User's Assignment

If you have limited a User's access to a specific response, you can search for that User and pull up everyone visible to them.

Is User

If individuals were promoted to a user from their profile page, they will be listed as users. Similarly, non-users are anyone who 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 from scratch.

Complex Filters

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

Canvassed

Canvassed allows you to include or exclude people who meet certain canvassing critera 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 conctacted via phone bank in the past 30 days.