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Building Queries for segmentation - based on profile values

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2 comments

  • James Matney
    I am fairly new to queries too, but below is what I think you are looking for. Instead of 'location', I am using our 'State' Field, and I am using 'Job Type' as the field for Education and Design.

    XnCT7GNRzKeLcbERyMQL_query.PNGI think this set up will keep you from having to use a 'Custom' expression. This set up may be off, since I am confused as to if you want to require that both Education and Design be in the 'Profile' (above: Job Type) field.

    If the location field could include many words, like Education, Design, Leadership, Project managment, etc., then it sounds like you should use 'contains'. For something like state, you probably have a standard input for each state, in which case I would use 'equals'.

    ------------------------------
    James Matney
    E Communications Specialist, TEEX - Texas A&M Engineering Extension Service
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 05-21-2018 17:34
    From: Cindy Schifano
    Subject: Building Queries for segmentation - based on profile values

    Hello!

    Queries are very new to me and I would like to have a better understanding of some of the expressions used in building a query - 'and' vs 'or' vs 'custom'. I am building my queries based on Profile information.

    For example, I'd like to capture members who have 'education' assigned to them as well as members who have 'design' assigned to them. The list should include any member who has 'education' assigned to them, as well as any member who has 'design' assigned to them. If the member has both assigned, great! If the member has only one of those assigned to them, I'd still like to capture them. I am not looking for members who only have 'education' and 'design' assigned to them.

    In addition, I only want to capture members who are in 'New Jersey'

    In that case, would the query be:

    Profile = Education equal True AND Profile = Design AND Location = New Jersey?

    OR

    Profile = Education equal True ORProfile = Design OR Location = New Jersey?

    OR

    Do I have to use a custom query, such as '1 and (2 or 3)' - where 'education' equals 'true', 'design' equals 'true', 'Location' equals 'New Jersey'

    And is it best practices to use 'equals' rather than 'contains' in this case?

    Thank you.
    Kind regards,
    Cindy

    ------------------------------
    Cindy Schifano
    Marketing Manager, MHA
    ------------------------------
  • Cindy Schifano
    Hi James,

    I am revisiting query logic and came across your response - my apologies for replying just now - but thank you for your reply!

    All the best for the new year.

    Cindy

    ------------------------------
    Cindy Schifano
    Marketing Manager, MHA
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 05-22-2018 11:44
    From: James Matney
    Subject: Building Queries for segmentation - based on profile values

    I am fairly new to queries too, but below is what I think you are looking for. Instead of 'location', I am using our 'State' Field, and I am using 'Job Type' as the field for Education and Design.

    XnCT7GNRzKeLcbERyMQL_query.PNGI think this set up will keep you from having to use a 'Custom' expression. This set up may be off, since I am confused as to if you want to require that both Education and Design be in the 'Profile' (above: Job Type) field.

    If the location field could include many words, like Education, Design, Leadership, Project managment, etc., then it sounds like you should use 'contains'. For something like state, you probably have a standard input for each state, in which case I would use 'equals'.

    ------------------------------
    James Matney
    E Communications Specialist, TEEX - Texas A&M Engineering Extension Service
    ------------------------------

    Original Message:
    Sent: 05-21-2018 17:34
    From: Cindy Schifano
    Subject: Building Queries for segmentation - based on profile values

    Hello!

    Queries are very new to me and I would like to have a better understanding of some of the expressions used in building a query - 'and' vs 'or' vs 'custom'. I am building my queries based on Profile information.

    For example, I'd like to capture members who have 'education' assigned to them as well as members who have 'design' assigned to them. The list should include any member who has 'education' assigned to them, as well as any member who has 'design' assigned to them. If the member has both assigned, great! If the member has only one of those assigned to them, I'd still like to capture them. I am not looking for members who only have 'education' and 'design' assigned to them.

    In addition, I only want to capture members who are in 'New Jersey'

    In that case, would the query be:

    Profile = Education equal True AND Profile = Design AND Location = New Jersey?

    OR

    Profile = Education equal True ORProfile = Design OR Location = New Jersey?

    OR

    Do I have to use a custom query, such as '1 and (2 or 3)' - where 'education' equals 'true', 'design' equals 'true', 'Location' equals 'New Jersey'

    And is it best practices to use 'equals' rather than 'contains' in this case?

    Thank you.
    Kind regards,
    Cindy

    ------------------------------
    Cindy Schifano
    Marketing Manager, MHA
    ------------------------------

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