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The Basics: Advanced Query Mode

Advanced Query Mode allows you to refine your segment by using the AND / OR / NOT options. This allows you to drill down on mixtures of data points from the same field at once.  For instance, if you want to see all the people who opened OR clicked an email, this is where you can make create those segment commands.

Click into a new segment and scroll to the bottom and click “Advanced Query Mode.”

On the Advanced Query Mode screen click the drop-down menu for the Select Criteria header. Select any of the criteria options in the drop down list.  

Further refine your criteria by adding a filter. Take this screenshot for example. The criteria is “EmailSend” and there are 7 filters to choose from.

Once you have selected all the filters for your criterion, click on the AND, AND NOT, or the OR function buttons. This will add your query to the query text box.

Click the “Run Query” button to apply your query to the segment. The results of your query based on the criteria you’ve chosen will appear in your results tab.

If you would like to add multiple criteria, values, and filters to your advanced query, select a criteria again from the drop down menu and refine that criteria as you did before. Then, select the AND/OR/AND NOT functions to add the new query string to the query text box. Here’s a sample of a query that has multiple criteria and fields: 

For more complex queries, refer to the first part of this guide to learn how to use the AND/OR/AND NOT functions and multiple parentheses to separate out individual queries from one another.

Once you’ve finished your query click the button at the top of your screen that says “Save Segment.” This will add to your segments dashboard. Remember, segments are dynamic meaning when a profile meets the criteria of your query, that profile will be added to your segment.

For more details about Advanced Query Mode, check out our Power User Guide for Advanced Query Mode Here.