View and Search Contacts

View and Search Contacts

Under the Contact List in a Group, there are several options to view and filter contacts as you communicate and engage with your contact database.

Searching for a Contact

Here, you can be able to search for a contact by the data captured e.g. Name, Number, Location, Label etc.
To search for a contact in your desired group, do the following
  1. From the left hand menu
  2. Navigate to Groups and click on desired group
  3. Under the Contact List, click on the search box
  4. Type your desired search parameters and click on the “Enter Key”
  5. Your search results will be populated in the list. Here you can also estimate a count of the search results
You can now perform advanced search within a contact groups using a combination of multiple custom fields.This feature will allow you to drill down and perform an advanced on contacts based selected criteria prior to exporting the contacts.
For example you can perform a search with GENDER custom field as “GIRLS” and AGE custom field as “18”.
You can combine these search parameters into blocks. You create main block of search parameters by using the “Add Block” function and create sub-blocks within the main block by using the “Add Nested Block” functions. This would allow you build your cluster of data on the platform prior to exporting the contacts.

To perform an advanced search, do the following:
  1. From the left hand menu
  2. Navigate to Groups and click on desired group
  3. Under the Contact List, click on the advanced search option 
  4. Based on your desired search, you can select contact field or a label
  5. Select the desired field
  6. Select the desired logic operator and enter the desired value.
  7. Click on “Add Nested Block” to create a sub block within the search.
  8. Click on “Add Block” to add in an additional main block
  9. Click on “Search” after you have selected the desired search parameters.
  10. You export the search results by clicking the download icon 

Color Keys for Contacts in a Group

This feature assigns color keys indicators to contacts in a group so as to provide a status of the contact. The color keys are:
  1. Red (Invited)-This means that a contact has been invited to a survey. Such a contact cannot be invited to another survey, up until they complete the one they have been invited to.
  2. Blue (In Progress) -This means that a contact is currently responding to survey questions
  3. Green (Available) -This means that a contact is available to take part in a survey.

Contacts Availability Count

This feature will come in handy when you want send a survey, quiz or notice to contacts in a group. This feature will  count of contacts by whether contact is available for a survey or quiz, or not  E.g. "1000 available, 200 unavailable"
To use the Count Availability feature, do the following:
  1. From the left hand menu
  2. Navigate to Groups and click on desired group
  3. Under the contacts tab, click on “Count Contacts”
  4. This will display different count options which are
    • Count All Contacts: This option will perform a full count of all contacts in a group
    • Count Available Contacts: This option will perform a count of who contacts are available to take part in a survey or quiz
    • Count Unavailable Contacts: This option will perform a count of contacts who are unavailable to take part in a survey or quiz. These are contacts who have been invited to a survey/quiz or currently responding to survey/quiz questions.

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