Below is a summary of the various criteria available in Query Builder:
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.
Follow Up allows you to see anyone who have been Flagged or Not Flagged for follow up. You can only choose one option.
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 but remove anyone with the response Contact: Do Not Contact.
You can also search for Info that have been added within specific date ranges. 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.
The Jobs filter works similar to the Info filter except it only searches on fields associated with the jobs object. Like Info, you can select jobs to either be included or excluded from your search. Also, if a response can be applied to multiple jobs (like an issue that applies to multiple employers), you can check the "Criteria Can be Split between job objects" box which will search for that response across jobs.
For example, if search for the employer "Exxon Mobil" and the job "Safety Inspector", you will only pull up individuals who have both Exxon Mobil listed as their employer and Safety Inspector listed as their job. However, if you check the "Criteria Can be Split between job objects" box, you will pull up individuals who have either Exxon Mobil listed as their employer or Safety Inspector listed as their job (such as from another company).
Additionally, there are checkboxes to remove inactive jobs and to select only people who have a shift right now.
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.
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.
In User's Turf
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.
Relationships lets you search for a person and returns anyone who is listed as having a relationships with that individual. To get started, type a few letters of the individual's name into the Search People box and the system will suggest names.
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.