FundraiserOne

FundraiserOne

Query Generator

Query Generator - Contact Queries List

Use CSV files to search for matched ID's and emails.

Last updated on 13 Nov, 2024

The Contact Query List allows users to upload lists and use them to query contact records. Upload a CSV file to query contact records:

Step 1: Go to Contact Query List

Step 2: Click Upload List

Step 3: Select CSV file File

Requirements: - CSV file format - Only the first column is read - First column must contain rows of Contact ID's or Email. Column header can be called anything.

Image

 

Once the ID's or Emails are loaded a Condition will need to be created.

Step 4: Select Contacts Contact ID in Column this lists all the entities.

Step 5: Select Contact Query List.

Step 6: Select List Contact ID or List Contact Email.

 

Image

Step 7: The Query List is now linked. Other conditions can be added if required.

Note: Saving Queries will not save Query List data it only saves the columns and conditions selected.

 

 

Did you find this article helpful?
Previous

Sending Newsletters & SMS's

Next