Save a contact search

```mediawiki Navigation: Main_Page > Contacts > Advanced Search > Save a contact search

How to Save a Contact Search

Introduction

In ActiveCampaign, the ability to save a contact search allows users to quickly access frequently used search criteria without having to reconfigure the search parameters each time. This feature is particularly beneficial for users who need to manage large lists of contacts and streamline their workflows. By saving searches, users can efficiently segment their contacts based on specific conditions or tagged information, thus enhancing their marketing efforts.

How to Access This Feature

To save a contact search, navigate to the Contacts Overview page within your ActiveCampaign account. From there, you will utilize the Advanced Search functionality that allows for more detailed filtering of your contact list.

Step-by-Step Instructions

Follow these steps to save a contact search effectively:

1. **Navigate to Contacts**: Click on Contacts in the left menu to go to the Contacts Overview page.

2. **Open Advanced Search**: Click the search field, and then select Advanced Search to initiate the advanced search options.

3. **Select a Condition**: Click the Select a condition... dropdown. Choose the relevant category, then pick the specific condition you wish to filter by.

4. **Choose an Operator**: Click the middle dropdown to select the relevant operator for your chosen condition. The available options will vary based on the condition you have selected.

5. **Enter the Value**: Click into the third dropdown, or value field, and select the desired value. If you have numerous values, you can start typing to narrow down your selection.

6. **Execute the Search**: After setting your conditions and values, click the Search button to display the contacts that meet your criteria.

7. **Reopen Segment Builder**: If you want to modify your search, click into the search field again to access the segment builder.

8. **Save the Search**: Click Save As Search to prepare to save your search configuration.

9. **Name Your Search**: A modal window will appear prompting you to type a name for your search. Enter a descriptive name for easy retrieval later, and click Save.

By following these steps, you will have successfully saved your contact search.

Configuration Options and Settings

When saving a contact search, the primary configuration options to be mindful of include:

• Conditions: The specific criteria you are filtering by.
• Operators: The choices that dictate how your selected conditions are applied.
• Values: The input that corresponds with your conditions and operators.
• Search Name: A descriptive title for your saved search that aids in identification later.

Best Practices and Tips

- **Descriptive Naming**: When naming your saved searches, use clear and descriptive titles. This helps in quickly identifying the purpose of the search later. - **Regular Review**: Periodically review your saved searches to ensure they remain relevant and tweak any that are no longer needed. - **Effective Filtering**: Utilize various conditions and operators to create highly targeted searches that can lead to more effective contact management.

Common Use Cases with Examples

- **Segmenting Engaged Contacts**: If you frequently need to view "Engaged" contacts, you can save a search that filters contacts by the corresponding tag using specific conditions and operators. - **Identifying Inactive Subscribers**: Create a saved search that identifies subscribers who have not engaged in campaigns for a set period. This ensures you can quickly access this segment for re-engagement efforts.

Troubleshooting

If you encounter issues while saving a contact search: - **No Current Searches**: Ensure there are no existing searches active before attempting to save a new one. - **Field Visibility**: If the proper dropdowns are not displaying, refresh the page or check your permissions as it could affect your access to advanced search features.

Related Features

For more detailed capabilities, refer to the following features: - Contacts: Learn more about managing and segmenting your contact lists. - Advanced Search: Explore other searching and filtering options available for contacts.

FAQ

1. **Can I edit a saved contact search?**

  - Currently, saved searches cannot be directly edited. You can save a new search with updated criteria if needed.

2. **Are there limits on the number of saved searches?**

  - There are no stated limits on the number of saved searches you can create in ActiveCampaign.

3. **What happens if I don't name my search?**

  - You must name your search before saving it; otherwise, you will be unable to complete the saving process.

4. **Can I use saved searches for automated campaigns?**

  - Yes, saved searches can be utilized to segment contacts for targeted automated campaigns.

5. **How can I delete a saved search?**

  - Currently, the documentation does not specify the process for deleting saved searches. Please consult the support page for further instructions.

6. **Is there a way to share saved searches with team members?**

  - The feature for sharing saved searches is not mentioned, indicating it may not be available at this time.

7. **What should I do if the saved search doesn't return expected results?**

  - Review your filtering conditions and ensure they are set correctly. Ensure there are contacts that match the criteria for accurate results.

Following this guide will help you effectively save and manage your contact searches in ActiveCampaign. ```