Breakdown of Operators
When adding a search field, there is an operator to show the relationship between the search field and the value: the search field must equal the value, be less than the value, greater than the value, etc.
- Equals: For some fields, this operator will look at the value and if the field matches this value, it will be included in the results.
You can leave the value field blank if you are trying to find profiles where this field is blank.
- Not Equal: For some fields, this operator will look at the value and if the field does NOT match this value, it will be included in the results.
- Greater Than: For some fields, this operator will look at the value and if the field is greater than this value, it will be included in the results.
- Less Than: For some fields, this operator will look at the value and if the field is less than this value, it will be included in the results.
- Contains: For some fields, this operator will look at the value and if the field contains this value, it will be included in the results.
- Does Not Contain: For some fields, this operator will look at the value and if the field does NOT contain this value, it will be included in the results.
- In the Period: For date-related fields, this operator will look at the value and if it matches the date of the selected period (see list below), it will be included in the results.
- Last 1 Day: The search field will show profiles or records if the chosen date field has a value that falls on yesterday or today.
- Last 7 Days: The search field will show profiles or records if the chosen date field has a value that falls on any day from 7 days ago through today.
- Last 30 Days: The search field will show profiles or records if the chosen date field has a value that falls on any day from 30 days ago through today.
- Month To Date: The search field will show profiles or records if the chosen date field has a value that falls on the first day of the month through the current date.
- Year To Date: The search field will show profiles or records if the chosen date field has a value that falls on any day from the January 1 of this year through the current date.
- Next 7 Days: The search field will show profiles or records if the chosen date field has a value that falls on any day from today through 7 days later.
- Next 30 Days: The search field will show profiles or records if the chosen date field has a value that falls on any day from today through 30 days later.
- Next 60 Days: The search field will show profiles or records if the chosen date field has a value that falls on any day from today through 60 days later.
- Day in the Future: For date-related fields, this operator will look at the value (x) and if the date field has a value that is x days into the future, it will be included in the results. If the value is 30 then it will look for profiles where this date is 30 days from today (today is not included in that calculation).
- Days Ago: For date-related fields, this operator will look at the value (x) and if the date field has a value that is x days in the past, it will be included in the results. If the value is 30 then it will look for profiles where this date is 30 days before today (today is not included in that calculation).
- Between: For date-related fields, this operator will look at the values (x and y) and if the date field has a value that is in between x and y, it will be included in the results. If the values are 1/1/2024 and 3/31/2024 then it will look for profiles where this date is on or between those dates.
Day in the Future and Days Ago are especially helpful when selecting profiles for recurring e-mails.
Multiple Search Fields
If you add more than one search field, notice that there is an AND/OR drop down between rows:
In the example above, it would return profiles that are members AND that are in the city of Dallas.
If we want to also include profiles that are in Austin, it would need to be defined like the example below:
To explain that further, look at the example below.
This would not work because it would try to return profiles that are members AND that are in both the city of Dallas and Austin. It would return nothing because it is looking for a profile that has both Dallas and Austin in the City field (General Information tab of Profile Edit).
Another way to express this is as a formula:
(Member = True) + (City = Dallas and Austin)
The example below would also not work because it would return profiles that are members AND in the city of Dallas, OR any profile (member or not) in the city of Austin.
When you choose OR, you are establishing a new parameter group. It starts over, so it doesn't see the first row (Member = True). The OR row is technically the first row of the new parameter group.
Another way to express this is as a formula:
(Member = True) + (City = Dallas) OR
(City = Austin)
The example below is the correct setup. It would return profiles that are members, AND in the city of Dallas, OR profiles that are members, AND in the city of Austin.
Another way to express this is as a formula.
(Member = True) + (City = Dallas) OR
(Member = True) + (City = Austin)