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Define Campaign Search Criteria

A campaign call list can be filtered based on a custom search query. You can define a custom query, and generate a custom call list based on specific CRM fields and values under the CRM object.

Campaign > Filter allows you to define a custom search query. You can validate a query by test running the query.

Note: You cannot alter a campaign filter after initiating the campaign.

To define search criteria for a campaign:

  1. Click the Search tab for a campaign.
  2. Select a field name from the drop-down list and enter a value. You can nest multiple search criteria to create a complex query.
  3. Click to nest search criteria. Let's say a complex query retrieves customer records with <Credit Rating greater than 700>, <Expense in the last 6 months greater than 30000>, <Expense in the last year greater than 100000>, and <Income Range between 3 and 4>.
  4. Click Test to validate the search criteria. If the test passes, you have defined a valid filter. If the test fails, check for any errors and redefine the filter.
  5. Click Save.

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