Sort, search, and export contacts
Overview
To see a list of all contacts, open the Contacts page. By default, contacts most recently identified and tracked by the system are listed on top. Contacts list information includes:
- Contact email
- The date when the contact became known
- The persona this contact is most similar to
- The lead scoring types where the contact has scored points
Sort contacts
To sort the contacts list, click the respective column title. To switch between the ascending and descending order, click the column title again.
Search contacts
You can use the search box on the top of the screen to search by contacts’ email.
NOTE: If your account does not have access to personally identifiable information, you will receive an error message when using the search box.
For more information, see Manage Personally identifiable information.
PREREQUISITES: Customers with free Sitefinity Insight accounts can create search filters using only time ranges in the last year. Customers with paid subscriptions can access the full range of filters, such as Last 18 months, All time, and Before. To upgrade, contact Sitefinity Sales.
To search using multiple criteria, click Advanced search.
Using one or more search criteria, you can make more complex filtering combinations to narrow down your search results to the type of contacts you need. Search results display a summary of search criteria and the number of contacts (out of all contacts) that match these criteria.
You define each advanced search criterion using one of the following options.
Search by behavior
| Behavior criterion |
Procedure |
| Conversion |
- Select the conversion.
- Select whether you want to show all contacts or new contacts that completed the conversion, or contacts that did not complete the conversion.
- Select a time period.
To enter a custom time range, click Between.
|
| Touchpoint |
- Select the touchpoint.
- Select whether you want to show contacts that hit or did not hit the touchpoint.
- Select a period.
To enter a custom time range, click Between.
|
| Lead scoring |
- Select the lead scoring type the contacts must be associated with.
- Select the lead scoring stage the contacts must have reached.
Optionally, enter custom score that is not predefined by lead scoring stages.
- Choose the period in which scored lead points.
To enter a custom date range, click Between.
|
| Persona |
- Select the persona you want to use as search criterion.
- Choose one of the matching criteria for contacts and personas:
- Contacts that fully match this persona
- Contacts that do not matched this persona
- Contacts who have some points for this persona
Enter a range of scored points or percentage of similarity to this persona that contacts must have.
|
Search by personal data
Personal data includes all personal information that each contact profile contains, for example, Last name or Company. You can use any custom contact property that you defined, for example Job title.
To search, select the type of personal data to use as search criterion and then select the condition for the text field:
- Contains – contains any of the specified text
- Doesn't contain – does not contain the specified text
- Starts with – starts with exactly the specified text
- Ends with – ends with exactly the specified string text
- Is equal to – exactly the specified text
- Is empty – matches contacts which do not have this personal data property set at all.
- Is not empty – matches contacts which have this personal data property set. It can contain any value.
Complex search conditions
Advanced search can use just one search criterion, like the ones above, or more complex queries. You can add several filtering conditions and create custom combinations of conditions. You can choose whether all or any of conditions needs to be met to reflect the search criteria.
NOTE: If you select Campaign as search criteria, you cannot make filtering combination with Lead scoring and Personas.
When you have two or more conditions, you can choose from a dropdown whether All or Any of them must be satisfied.
Export contacts
You can export all contacts available in a data center or a filtered set of contacts to a comma-separated values (CSV) file. The CSV file contains complete information about the contacts. For example, it includes the personas associated with a contact.
You can use the exported list of contacts for workflows in other systems - for example, to create campaigns or personalized content for these contacts.
To export contacts, perform one of the following:
- To export all contacts, on the Contacts page, click the Export contacts button.
- To export a filtered set of contacts, perform a search for contacts, as described in procedure Search contacts above, then click the Export contacts button.
The Preparing CSV file prompt appears. While it is shown, Sitefinity Insight is preparing the full list of contacts matching your criteria. After the process completes, you can download the CSV file containing the found contacts.
NOTE: If the data center contains too many contacts, Sitefinity Insight may need up to several minutes to generate the CSV file.