Searching Contacts

To find an individual contact

You can search for contacts to create a targeted distribution list of recipients for an email, to assign Tags to them, or to unsubscribe them from emails.

“Search Contact” filters appear in the left pane of the Search Contacts screen. The filters at the top of the pane include basic information about the contact. The filters at the bottom of the pane include detailed methods of filtering contacts to develop very specifically targeted lists of contacts. You can perform a search using any combination of the criteria in either basic contact information or detailed filters.

To begin searching contacts, select Contacts > Search Contacts.

The Search Contacts screen appears

To search for contacts:

Specify any combination of filter criteria (described in the following sections).
Click Search Contacts at the top or bottom of the left pane.
The Filtered Contacts list displays a list of contacts matching your search filter criteria.

Using Basic Contact Search Filters

The following table lists and describes the basic filters available in the top left pane of Search Contacts.

Basic Contact Search Filters
Filter	To Search for Matching Contacts
Status	Select a status of “Active,” “Inactive,“ or “Both.“ Contacts with a status of “Inactive” appear in search results only when you specify “Inactive” or “Both” as a search criterion.
First Name*	With this first name.
Last Name*	With this last name.
Email*	With this email address.

* You can specify any number of consecutive letters or a complete name or email address.

Using Detailed Contact Search Filters

The detailed filters provide many specific criteria by which you can drill-down to locate contacts. You can use these filters in any combination.

The following table describes the detailed filters available in the bottom left pane of the Search Contacts container.

Once you have checked boxes and entered information for all the filters you want, select Search Contacts.

Market Complex Search Filters
Filter	Description
Contact Source	Click the checkbox beside each contact source type to search for all contacts matching that type. (For example, contacts imported from Salesforce.com, another third-party Customer Relationship Management software, iAPPS modules, and so forth.) Make sure you check the box Include iAPPS Admin Users if you want to include your own internal contacts.
Assigned Tags	Click + to drill down through the Tags (index terms) tree. Click the checkbox beside each Tag to search for contacts matching that term. Note: You cannot enter new Tags here. They must be entered by an administrator through Content Manager > Manage Site Assets > Engagement Tools > Manage Tags.
Assigned Security Levels	Click the checkbox beside each security level (employee, press, and so forth) to search for contacts matching that level.
Customer Groups*	Click the checkbox to find Marketier contacts in the specified Commerce-assigned customer group.
Triggered Analyzer Watched Event**	Click the checkbox beside each Watched Event to search for contacts who responded to that event. The “Select users that do not meet these criteria” checkbox searches for contacts who have not triggered the selected event. Your iAPPS Marketier installation must include the iAPPS Analyzer module for this option to function.
Website User / Customer Property	Click Add Properties. - Click the checkbox beside each property to add as a search filter. - Specify values for the property in the columns that appear in the Website User / Customer Property section.
Product(s) Purchased*	Click Search Products. Specify a search term to locate products. Click the checkbox beside each product to add as a search filter. Click Add. To remove a product, click Your iAPPS Marketier installation must include iAPPS Commerce for purchase, orders and cart filters to function.
Last Purchase*	Specify a date range to search for contacts whose last purchase occurred during that range. The “Select users that do not meet this criteria” checkbox searches for contacts who have not purchased within the identified window.
Order Size*	Define order size by specifying a minimum and maximum dollar amount of order. Also specify a date range during which orders of the specified size were made.
Number of Orders*	Specify a minimum and maximum number of orders and a date range during which the orders were placed.
Abandoned Cart*	Specify a date range to search for contacts who abandoned a cart during that range.
Form Submission	Click the checkbox beside each form submission type to search for contacts who submitted that form (created in Content Manager) or contacts who have not submitted the selected form.
Last Login	Specify a date range to search for contacts whose last login to the website occurred during that range.

* Customer Groups, Purchase, Order and Cart filters will only work if you have iAPPS Commerce as part of your installation.

** The Watched Events filter will only work if iAPPS Analyzer is part of your installation.

To use these filters, simply select to expand the relevant filter, and mark the check boxes or fill in relevant dates to specify your search. Then click Searchand add all contacts or choose an individual contact to place on your email list.

Filtered Contacts Search Results

Once you click Search Contacts, the Filtered Contacts results appears on the right half of the screen.

Filtered Contacts displays the following:

Filtered Contacts Column	Description
Product	Displays a color code to represent the iAPPS module through which this contact was added to the Contacts database.
iAPPS Module Color Code	Orange	iAPPS Marketier
	Blue	iAPPS Content Manager
	Green	iAPPS Commerce
	Maroon	iAPPS Admin User
Last Name	Contact’s last name.
First Name	Contact’s first name.
Email Address	Contact’s email address.
Status	Contact’s status in the system: “Active”, or “Inactive“. Contacts with a status of “Inactive“ appear in search results only when you specify “Inactive“ or “Both“ as a search criterion.

iAPPS is a product of Bridgeline Digital

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