Artful.ly's Advanced Search features are designed for you to learn more about your audience.
Our search model is built on stringing together sentences of search criteria that you're looking for, kind of like word problems, but instead of having to calculate when two trains leaving from different cities will crash into one another, you can find information that's useful to your organization, like:
- People who went to your shows between a specific date range.
- Who have an email address
- Have purchased tickets for a specific show
- And volunteered to help your organization between a date range.
There's a lot more you can search for, and the best way to learn is to play around with your own CRM data to see what you can find, so here are some tips to help you get started. We're excited to see what you can come up with and what you find.
Match Results to Any or All
One of the first things you'll want to consider when building a new search is how you want the search to run. For starters, you need to define how you want people to match up to your search. There are two options:
- Any searches cast a wide net. When you do one of these searches, results will come back if anyone in your CRM fits even just one of your conditions. So if you have a search for 4 different sentences, anyone who fits at lease one of your terms will be in the results.
- All searches are laser-focused. Here the results will only include people who fit all of your search conditions. If you search for 4 different conditions and perform an all search, only people who meet all 4 will be returned.
Once you have your match criteria set, you get to start building your search; we refer to the blocks of your searches as conditions.
Different kits give you different conditions to search with. MailChimp, memberships, passes, relationships, fundraising campaigns add have their own specific search filters that appear when those kits are added to your account. This keeps your conditions list uncluttered and relevant to your organization's activities.
Double, Triple, or even Quadruple Negative!
Sure, you can search for people who have done things, but oftentimes it's just as useful to know those who have not done something. For those moments, you can make your search conditions negative. For example, you could build a search for people who:
- Went your gala. (you would use the date the event happened in your search condition) and
- Did not buy a ticket to your first show of the season So you can send them a customized email letting them know tickets are available.
Nearly every condition has negative search option, so you can use them in combination to find just who you're looking for.
I've searched for something, now what?
After you've admired how clever your search is, you'll probably want to take some action on it. For that you'll use the Work With button on the right hand side of your search results.
The options are:
- Tag All This adds a tag to everyone in your search results. Learn more in How can I use tags?
- Log Action This adds a bulk action to everyone in your search results. More can be found in Actions & the Action Feed.
- Create List Segment Lets you save a search. You can find out more in our article on List Segments
- Export to CSV Lets you export a copy of your people records as a comma separated value file so you can work with it in another application.
- Comp Memberships If you have the memberships kit, this allows you to comp memberships in bulk. There's more on that in Comp Memberships.
- Subscribe to MailChimp list Adds people to your MailChimp Lists. Read more about how this works in Adding people to MailChimp lists or groups.
- Subscribe to MailChimp group Same as above, but for groups within lists.