Sample of firms

The Advanced search above the recipient list allows you to filter recipients according to defined search criteria. You select the field and the relational operator in two drop-down lists. The next entry field takes the reference value. The three entries together form the search rule. Once you have defined a search rule, you can apply it by clicking on the Add button. You can, in the same way as for the target groups definition, combine multiple search criteria with one another. When you have entered all of yourself criteria, click on the Show button. The OpenEMM will display a new list containing only those recipients matching the search rule.

Fig. 4.7: This search rule only displays recipients whose last name is “Smith”.

4.3.1.1 Field drop-down list

The field drop-down list contains fields defined by the OpenEMM for internal use as well as user-defined fields. You can easily identify user-user-defined fields by the name which you have selected for them. Fields for internal use have the following names (see list):

Fie ld for inte rnal use De scription

CREATION_DATE Date when the recipient was entered into the database.

CUSTOMER_ID The OpenEMM will automatically assign a customer ID to all new recipients. This ID is unique. Each recipient can be identified unmistakably by his or her CUSTOMER_ID.

DATASOURCE_ID ID of the data source from where recipient data were imported. If CSV data is imported, the OpenEMM will automatically assign an ID (see chapter "Import function for recipient data").

EMAIL Recipient’s email address.

FIRSTNAME Recipient’s first name.

Fie ld for inte rnal use De scription

GENDER Recipient’s sex (gender). The OpenEMM uses numbers to identify a recipient’s sex: 0 means male, 1 means female, and all recipients whose sex is unknown are marked 2.

LASTNAME Recipient’s last name.

MAILTYPE Which mail type the recipient selected. 0 means text, 1 is HTML and 2 means Offline-HTML.

CHANGE_DATE Date of last profile change.

TITLE Recipient’s title (Dr. etc.).

4.3.1.2 Drop-down list for relational operators

Relational operators define a relation between the field content and the reference value. The OpenEMM supports the following relational operators:

Re lational ope rator De scription

= Field value and contents are identical. The reference value may be a number or text.

Ple ase note : When using the equals operator, reference value and field contents must be absolutely identical. However, no difference is made between uppercase and lowercase letters: Axel equals axel.

<> Field contents and reference value are different (unequal). The reference value may be a number or text.

> The field contents is more than the reference value. The reference value may be a number, a date or text. If it is text, the sequence in the alphabet matters, i.e. b is more than a.

< The field contents is less than the reference value. The reference value may be a number, a date or text. If it is text, the sequence in the alphabet matters, i.e. a is less than b.

LIKE The field content is like a reference text containing wildcards.

NOT LIKE The field content is not like a reference text containing wildcards.

MOD Modulo operator, see chapter "List split using MOD".

IS Content check, see chapter "IS and NULL or NOT NULL".

<= The field contents is less than the reference value or equal. The reference value may be a number, a date or text. If it is text, the sequence in the alphabet matters, i.e. a is less than b.

>= The field contents is more than the reference value or equal. The reference value may be a number, a date or text. If it is text, the sequence in the alphabet matters, i.e. b is more than a.

Using the relational operators LIKE and NOT LIKE, you can select recipient addresses, for instance searching for similar-sounding names or identical address elements. If you wanted to search for all recipients in your database who use T-Online as their service provider, you could use this operator. Such a search works with so-called wildcards or replacement characters for any other character.

The wildcard character _ (underline character) replaces any single character.

The wildcard character % (per cent character) replaces a string of characters of any length.

If you enter %@t-online.de as the reference value and select the LIKE operator, only recipients whose e-mail address is with T-Online will be listed. Examples would be [email protected] and [email protected]. If you select NOT LIKE, all recipients who do not have an e-mail address with T-Online will be displayed.

4.3.1.3 Combining search rules

Many searches cannot be performed using just one search rule. The OpenEMM allows you to combine any number of search rules . Search rules are linked with the AND and OR operators. If, for instance, one of the additional fields defined in the recipient profile is AGE_YEARS and you wanted to list all recipients aged 20 to 30 and having a GMX e-mail address (@gmx.de, @gmx.net etc.), you would need to define three search rules:

EMAIL LIKE %@gmx.%

AND AGE_YEARS > 19 AND AGE_YEARS < 31

The GMX search rule contains two % wildcards. GMX allows you to select your own country ID like .de or .net. The search rule filters all e-mail addresses containing the character string @gmx..

To specify the search, proceed as follows:

1. By clicking on Recipient and Overview in the navigation bar, call up the overview.

2. Open the input mask for Advanced Search.

3. The first search rule checks the e-mail address. In the Search for recipients drop-down list below Advanced search, select the EMAIL field. Select the LIKE operator. As a reference value, enter %@gmx.% into the field at the end of the line.

4. By clicking on the Add button you can now apply the search rule. The OpenEMMwill now display the e-mail search rule above the drop-down lists with their entry fields.

5. The search rule line now features an additional drop-down list. The selections AND and OR determine how the OpenEMM links the search rules.

Fig. 4.8: Three combined search rules display only a single recipient.

6. The second search rule checks whether the recipient is older than 19 (i.e., at least 20). In the first drop-down list, select AND. As a field, select the user-defined AGE_YEARS (details on user-defined fields can be found in chapter "Extending recipient's profiles"). Select the “greater than” relational operator (>). The reference value is 19.

7. By clicking on the Add button you can now apply the second search rule. The second search rule and the AND link now appear above the drop-down lists.

8. The third search rule filters recipients whose age is less than 31 (i.e., no more than 30). Select the AND operator and the field AGE_YEARS. Select the “less than” relational operator (<) and the reference value 31.

9. Clicking on the Add button again adds the third search rule.

10.The recipient list now displays only those profiles matching all search rules selected.

Note : You will receive the same results with the comparison operators >= 20 or <= 30.

If you want to delete a search rule, click on the Delete button behind that rule. In order to delete all search rules, click on the Overview tab.

Ple ase note : This will cause OpenEMM to delete all search rules in the selected overview.