Updated: 18th November 2024 for Release 204

With Query Builder you can make queries on your database to create selections of visitors and use these in mailings, or export the results.

As we work on this module we will continue to add new filter options.

Getting started with Query Builder

You can access Query Builder in the Dashboard > Marketing > Query Builder.

Screenshot of Query Builder landing page. Listing all queries in Alphabetical Order by Name

Screenshot of Query Builder landing page. Listing all queries in Alphabetical Order by Name

The starting screen has an overview of all your queries. The Title and a description (if added) are shown to easily identify all queries in the overview. From here you can build a New Query or Edit an Existing one. You can also Archive a Query by selecting the archive icon in the left column. NOTE: If you add or remove filters this will automatically alter the results. You can also select Use query to get a preview of the results, export to csv and use in a mailing.

Creating and editing a Query

To create a new Query select the New query button

To edit an existing query select Edit query. The detail page will open:

Screenshot of Query Builder start screen, to add general information about your query.

Screenshot of Query Builder start screen, to add general information about your query.

  1. Name = Name you Query. Recommend something related to query purpose e.g. 2324 Season Visitors
  2. Description = Optional description e.g. Visitors to 2324 season with Opt-in
  3. Mailing query = Set this to "Yes" if you want to use this query result for mailings later on. Only queries with this toggle switched on will be available in the mailing module, so you can create a manageable subset and be sure that mailings are never sent to the wrong query
  4. Archive after use = Set to “Yes” if you want the Query to be archived after use in Mailing. Note: This does not delete the query, it is hidden from the Query list on the previous page.

<aside> ⚠️ GDPR

When using the query for mailings, a reminder will pop-up to notify you that you need to check if your query is GDPR compliant. This means adding the Opt-in filter to the query to make sure only visitors with the correct opt-in will receive your mailing.

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