A Guide to Supporter Query Rules

Supporter Query Rules

When you're creating your query, rules will use common options for defining the specific supporters you want to find. Below is an description of the common query options and operators that are available to you when creating a query.

Operators Automatically Adjust to Data Types

As you're building your query, you'll notice that Salsa will automatically adjust the available options to match the type of data you're including. For example, if you wanted to find everyone in your list with a first name that is equal to "John," you will notice that when you choose "First Name" under "Supporter Fields" the options include operators for text data. If you choose a date field like "Date of Birth" then the operators will include only those relevant to dates.

This also applies to your custom fields. If you create a custom field that is a number field, you will have search operators that relate to number values. If you have a custom field that is instead a select-able list, it will change the search operators be specific to select list options.

Query Options for Dates

The Supporter Query tool allows you to search dates using two general methods.

First, you can search specific date periods using the "Calendar" option on any rule that involves a date. This allows you to specify date parameters. For example, you can find any supporters with a "Date of Birth" that is "before" a specific date.

In addition, there are also relative options that will search for matching data points relative to the time you run the query. So, you can find supporters that have a birthday before two weeks from today using the "Relative" option on any rule.

Picking more then one option in a rule

In some cases, a rule will allow you to include more then one selection at a time. For example, if you're looking for supporters who are members of not one group, but two. The query tool includes two common operators for specifying multiple selections.

1. "one of these" - This operator means that you're looking for supporters with this value OR that value. Taking group membership as an example, if you look up supporters that are in more then one group using the one of these" operator, it will find supporters that are in

2. "all of these" - This operator means that you're looking for supporters with this value AND that value. So, if you're applying this operator to group membership, it would find only the supporters that are members of all of the groups you choose.

 

Available Query Categories

Supporter Fields:

Under this query option, you can choose a field from the supporter record and search for supporters that have data matching your rule.

Example: Supporter Fields > First Name > equals > "Chris"

Custom Fields:

Under this query option, you can choose a custom field from those you've created and search for supporters that have data matching your rule.

Example: Custom Fields > How many siblings do you have? > greater than > "1"

Activity Form:

Under this query option, you can find supporters that have or have not submitted specific forms over a period of time.

Example: Activity Form > submitted > "General Fundraising Page" > before > "9/20/2016"

Activity Type:

Under this query option, you can find supporters that have or have not submitted specific activity types (like Fundraising or Targeted Letter pages) over a period of time.

Example: Activity Type > submitted > one of these > "Fundraising", "Targeted Letter" > before > "9/20/2016"

Address:

Under this query option, you can find supporters with known or unknown addresses.

Example: Advocacy History > has participated in overall > at least > "1" > "Petition" > before > "9/20/2016"

Address Range

Under this query option, you can find supporters with known addresses that live within a mile radius that you specify from either a zip code or an address.

Example: Address Range > address is within > "10" miles of > Zip > "20814"

Advocacy History:

Under this query option, you can find supporters that have or have not submitted a specific number of advocacy pages (like a Petition or Targeted Letter) over a period of time.

Example: Advocacy History > has participated in overall > at least > "1" > "Petition" > before > "9/20/2016"

Donation History:

Under this query option, you can find supporters that have or have not given a specific number of dollars or donations over a period of time.

Example: Donation History > has given > at least > "10" > "Donations (onetime and recurring)" > before > "9/20/2016"

Email Blast History:

Under this query option, you can find supporters that have or have not been sent specific email blasts or interacted with them (opened, clicked, unsubscribed).

Example: Email History > opened > one of these > "2015 Annual Appeal Email"

Email Stats:

Under this query option, you can find supporters that have performed on an available list of metrics across email blasts they received over a period of time.

Example: Email Stats > emails clicked > greater than > "5" > during this > Year

Event History:

Under this query option, you can find supporters that have or have not submitted a specific number of event pages over a period of time or whether they attended specific events.

Example: Event History > bought tickets to > one of these > "2015 Annual Gala", "2016 Annual Gala"

Groups:

Under this query option, you can find supporters that are or are not in a list of groups.

Example: Groups > is in > "2015 Volunteers"

Legislative District:

Under this query option, you can find supporters that are in specific legislative districts. This includes federal, state, county, and municipal districts. You can also search by either district or by the person currently representing a district you're wanting to include.

Example: Legislative District > federal hour district is > "TX01","TX02"

Social:

Under this query option, you can find supporters that are members of specific social networks or how large their social reach is.

Example: Social > Twitter follower count > greater than > "100"

Subscription:

Under this query option, you can find supporters based on whether they are subscribed or unsubscribed from your account.

Example: Subscription > is subscribed

Supporter Source:

Under this query option, you can find supporters that joined your database based on the page, activity type, or general source--such as through an import or the API.

Example: Supporter Source > source activity type > is > "Petition"

 
Have more questions? Submit a request
Powered by Zendesk