Query Logic Resources
Can anyone recommend a good resource to better understand building queries (logic, etc.)?
I learn (and retain) this type of information better when I have a reference.
Thanks!
Cindy
------------------------------
Cindy Schifano
Marketing Manager, MHA
------------------------------
Comments
8 comments
------------------------------
Gina Azzarello
UX Specialist, Email & Social Media Manager, Digital User Experience Team, SMUD
------------------------------
-------------------------------------------
Original Message:
Sent: 12-26-2018 13:42
From: Cindy Schifano
Subject: Query Logic Resources
Hello!
Can anyone recommend a good resource to better understand building queries (logic, etc.)?
I learn (and retain) this type of information better when I have a reference.
Thanks!
Cindy
------------------------------
Cindy Schifano
Marketing Manager, MHA
------------------------------
Yes - for withing Act-On and building segments. I should have been more specific - thanks for asking! I should have been more specific. I've done some online searches, but then it gets into other aspects and I end up (more) confused.
------------------------------
Cindy Schifano
Marketing Manager, MHA
------------------------------
-------------------------------------------
Original Message:
Sent: 01-02-2019 15:30
From: Gina Azzarello
Subject: Query Logic Resources
Hi! Do you mean queries within Act-On for building segments?
------------------------------
Gina Azzarello
UX Specialist, Email & Social Media Manager, Digital User Experience Team, SMUD
------------------------------
Original Message:
Sent: 12-26-2018 13:42
From: Cindy Schifano
Subject: Query Logic Resources
Hello!
Can anyone recommend a good resource to better understand building queries (logic, etc.)?
I learn (and retain) this type of information better when I have a reference.
Thanks!
Cindy
------------------------------
Cindy Schifano
Marketing Manager, MHA
------------------------------
https://university.act-on.com/Product_Features/Contacts/Lists_-_Append_and_Segment/Creating_a_Segment
------------------------------
Gina Azzarello
UX Specialist, Email & Social Media Manager, Digital User Experience Team, SMUD
------------------------------
-------------------------------------------
Original Message:
Sent: 01-02-2019 15:53
From: Cindy Schifano
Subject: Query Logic Resources
Hi Gina,
Yes - for withing Act-On and building segments. I should have been more specific - thanks for asking! I should have been more specific. I've done some online searches, but then it gets into other aspects and I end up (more) confused.
------------------------------
Cindy Schifano
Marketing Manager, MHA
------------------------------
Original Message:
Sent: 01-02-2019 15:30
From: Gina Azzarello
Subject: Query Logic Resources
Hi! Do you mean queries within Act-On for building segments?
------------------------------
Gina Azzarello
UX Specialist, Email & Social Media Manager, Digital User Experience Team, SMUD
Original Message:
Sent: 12-26-2018 13:42
From: Cindy Schifano
Subject: Query Logic Resources
Hello!
Can anyone recommend a good resource to better understand building queries (logic, etc.)?
I learn (and retain) this type of information better when I have a reference.
Thanks!
Cindy
------------------------------
Cindy Schifano
Marketing Manager, MHA
------------------------------
Not sure if it helps but it may be better to think about it as filtering items in or out of your list.
The best thing to do is try something simple, like creating a segment based on one thing. Perhaps all contacts from a City, or who have email addresses, etc. Then work out how to create a segment where both must be found so City AND email address is not empty, then try where either of two things can be used City A OR City B.
It won't hurt if you create a bunch of segments that aren't going to be actively used and you can always delete them after.
If you want to test, use some internal contacts and set them up with different parameters. Then work out who should get the emails based on your criteria - you can send directly from the segment.
Cheers
Paul
------------------------------
Paul McDevitt
Director, Marketing, Unity Connected Solutions
------------------------------
-------------------------------------------
Original Message:
Sent: 01-02-2019 15:53
From: Cindy Schifano
Subject: Query Logic Resources
Hi Gina,
Yes - for withing Act-On and building segments. I should have been more specific - thanks for asking! I should have been more specific. I've done some online searches, but then it gets into other aspects and I end up (more) confused.
------------------------------
Cindy Schifano
Marketing Manager, MHA
------------------------------
Original Message:
Sent: 01-02-2019 15:30
From: Gina Azzarello
Subject: Query Logic Resources
Hi! Do you mean queries within Act-On for building segments?
------------------------------
Gina Azzarello
UX Specialist, Email & Social Media Manager, Digital User Experience Team, SMUD
Original Message:
Sent: 12-26-2018 13:42
From: Cindy Schifano
Subject: Query Logic Resources
Hello!
Can anyone recommend a good resource to better understand building queries (logic, etc.)?
I learn (and retain) this type of information better when I have a reference.
Thanks!
Cindy
------------------------------
Cindy Schifano
Marketing Manager, MHA
------------------------------
While talking about segment creation, something to be aware of is that the record creation date and the record last changed date (found under System in the segment builder) only pertains to when the record was created or updated for that specific list. It is not a global value. So, if you are using either of those please be aware of that little factoid. Everything else is global though, I believe. I know all the behavior options are global and not list specific.
Happy Friday,
------------------------------
Michelle Dean
Acromag
------------------------------
-------------------------------------------
Original Message:
Sent: 01-03-2019 18:52
From: Paul McDevitt
Subject: Query Logic Resources
While not very complex, using AND and OR statements is not always intuitive, but the item Gina referenced is the best description within Act-On.
Not sure if it helps but it may be better to think about it as filtering items in or out of your list.
The best thing to do is try something simple, like creating a segment based on one thing. Perhaps all contacts from a City, or who have email addresses, etc. Then work out how to create a segment where both must be found so City AND email address is not empty, then try where either of two things can be used City A OR City B.
It won't hurt if you create a bunch of segments that aren't going to be actively used and you can always delete them after.
If you want to test, use some internal contacts and set them up with different parameters. Then work out who should get the emails based on your criteria - you can send directly from the segment.
Cheers
Paul
------------------------------
Paul McDevitt
Director, Marketing, Unity Connected Solutions
------------------------------
Original Message:
Sent: 01-02-2019 15:53
From: Cindy Schifano
Subject: Query Logic Resources
Hi Gina,
Yes - for withing Act-On and building segments. I should have been more specific - thanks for asking! I should have been more specific. I've done some online searches, but then it gets into other aspects and I end up (more) confused.
------------------------------
Cindy Schifano
Marketing Manager, MHA
Original Message:
Sent: 01-02-2019 15:30
From: Gina Azzarello
Subject: Query Logic Resources
Hi! Do you mean queries within Act-On for building segments?
------------------------------
Gina Azzarello
UX Specialist, Email & Social Media Manager, Digital User Experience Team, SMUD
Original Message:
Sent: 12-26-2018 13:42
From: Cindy Schifano
Subject: Query Logic Resources
Hello!
Can anyone recommend a good resource to better understand building queries (logic, etc.)?
I learn (and retain) this type of information better when I have a reference.
Thanks!
Cindy
------------------------------
Cindy Schifano
Marketing Manager, MHA
------------------------------
Thanks so much! I didn't see this particular page, it's very helpful!
------------------------------
Cindy Schifano
Marketing Manager, MHA
------------------------------
-------------------------------------------
Original Message:
Sent: 01-03-2019 17:23
From: Gina Azzarello
Subject: Query Logic Resources
Act-On's segment builder seems pretty intuitive. Have you read their help file for creating segments in their documentation yet?
https://university.act-on.com/Product_Features/Contacts/Lists_-_Append_and_Segment/Creating_a_Segment
------------------------------
Gina Azzarello
UX Specialist, Email & Social Media Manager, Digital User Experience Team, SMUD
------------------------------
Original Message:
Sent: 01-02-2019 15:53
From: Cindy Schifano
Subject: Query Logic Resources
Hi Gina,
Yes - for withing Act-On and building segments. I should have been more specific - thanks for asking! I should have been more specific. I've done some online searches, but then it gets into other aspects and I end up (more) confused.
------------------------------
Cindy Schifano
Marketing Manager, MHA
Original Message:
Sent: 01-02-2019 15:30
From: Gina Azzarello
Subject: Query Logic Resources
Hi! Do you mean queries within Act-On for building segments?
------------------------------
Gina Azzarello
UX Specialist, Email & Social Media Manager, Digital User Experience Team, SMUD
Original Message:
Sent: 12-26-2018 13:42
From: Cindy Schifano
Subject: Query Logic Resources
Hello!
Can anyone recommend a good resource to better understand building queries (logic, etc.)?
I learn (and retain) this type of information better when I have a reference.
Thanks!
Cindy
------------------------------
Cindy Schifano
Marketing Manager, MHA
------------------------------
------------------------------
Cindy Schifano
Marketing Manager, MHA
------------------------------
-------------------------------------------
Original Message:
Sent: 01-03-2019 18:52
From: Paul McDevitt
Subject: Query Logic Resources
While not very complex, using AND and OR statements is not always intuitive, but the item Gina referenced is the best description within Act-On.
Not sure if it helps but it may be better to think about it as filtering items in or out of your list.
The best thing to do is try something simple, like creating a segment based on one thing. Perhaps all contacts from a City, or who have email addresses, etc. Then work out how to create a segment where both must be found so City AND email address is not empty, then try where either of two things can be used City A OR City B.
It won't hurt if you create a bunch of segments that aren't going to be actively used and you can always delete them after.
If you want to test, use some internal contacts and set them up with different parameters. Then work out who should get the emails based on your criteria - you can send directly from the segment.
Cheers
Paul
------------------------------
Paul McDevitt
Director, Marketing, Unity Connected Solutions
------------------------------
Original Message:
Sent: 01-02-2019 15:53
From: Cindy Schifano
Subject: Query Logic Resources
Hi Gina,
Yes - for withing Act-On and building segments. I should have been more specific - thanks for asking! I should have been more specific. I've done some online searches, but then it gets into other aspects and I end up (more) confused.
------------------------------
Cindy Schifano
Marketing Manager, MHA
Original Message:
Sent: 01-02-2019 15:30
From: Gina Azzarello
Subject: Query Logic Resources
Hi! Do you mean queries within Act-On for building segments?
------------------------------
Gina Azzarello
UX Specialist, Email & Social Media Manager, Digital User Experience Team, SMUD
Original Message:
Sent: 12-26-2018 13:42
From: Cindy Schifano
Subject: Query Logic Resources
Hello!
Can anyone recommend a good resource to better understand building queries (logic, etc.)?
I learn (and retain) this type of information better when I have a reference.
Thanks!
Cindy
------------------------------
Cindy Schifano
Marketing Manager, MHA
------------------------------
thanks for your reply - I am basing my queries on profile - we are not using behavior yet - but I will be sure to keep this in mind.
thanks!
Cindy
------------------------------
Cindy Schifano
Marketing Manager, MHA
------------------------------
-------------------------------------------
Original Message:
Sent: 01-04-2019 09:08
From: Michelle Dean
Subject: Query Logic Resources
Hi everyone,
While talking about segment creation, something to be aware of is that the record creation date and the record last changed date (found under System in the segment builder) only pertains to when the record was created or updated for that specific list. It is not a global value. So, if you are using either of those please be aware of that little factoid. Everything else is global though, I believe. I know all the behavior options are global and not list specific.
Happy Friday,
------------------------------
Michelle Dean
Acromag
------------------------------
Original Message:
Sent: 01-03-2019 18:52
From: Paul McDevitt
Subject: Query Logic Resources
While not very complex, using AND and OR statements is not always intuitive, but the item Gina referenced is the best description within Act-On.
Not sure if it helps but it may be better to think about it as filtering items in or out of your list.
The best thing to do is try something simple, like creating a segment based on one thing. Perhaps all contacts from a City, or who have email addresses, etc. Then work out how to create a segment where both must be found so City AND email address is not empty, then try where either of two things can be used City A OR City B.
It won't hurt if you create a bunch of segments that aren't going to be actively used and you can always delete them after.
If you want to test, use some internal contacts and set them up with different parameters. Then work out who should get the emails based on your criteria - you can send directly from the segment.
Cheers
Paul
------------------------------
Paul McDevitt
Director, Marketing, Unity Connected Solutions
Original Message:
Sent: 01-02-2019 15:53
From: Cindy Schifano
Subject: Query Logic Resources
Hi Gina,
Yes - for withing Act-On and building segments. I should have been more specific - thanks for asking! I should have been more specific. I've done some online searches, but then it gets into other aspects and I end up (more) confused.
------------------------------
Cindy Schifano
Marketing Manager, MHA
Original Message:
Sent: 01-02-2019 15:30
From: Gina Azzarello
Subject: Query Logic Resources
Hi! Do you mean queries within Act-On for building segments?
------------------------------
Gina Azzarello
UX Specialist, Email & Social Media Manager, Digital User Experience Team, SMUD
Original Message:
Sent: 12-26-2018 13:42
From: Cindy Schifano
Subject: Query Logic Resources
Hello!
Can anyone recommend a good resource to better understand building queries (logic, etc.)?
I learn (and retain) this type of information better when I have a reference.
Thanks!
Cindy
------------------------------
Cindy Schifano
Marketing Manager, MHA
------------------------------
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