With advanced search, you’re able to find very specific groups of contacts. You can create conditions out of virtually all the data in your Nurturelabs CXP account including geolocation, actions your contacts have taken, lists they are on, the status of deals, and much more. You’re able to combine nearly unlimited conditions with “And” and “Or” logic until you’ve narrowed your list to the exact contacts you are looking for.

You may want to find groups of contacts so that you can create a segment, do a bulk edit, or see how many contacts match specific conditions. You may want to see how many contacts opened two of your campaigns. Or, you might want to create a segment out of contacts that have visited a product page on your website. Or, you may want to apply a tag to all the contacts who clicked a link in one of your email campaigns.

In this article, we’ll discuss:

Creating an advanced search

1. From the Contacts overview page, click the “Search Contacts” field.
2. Click the “Advanced Search” option.

1. The segment builder will appear at the top of the page. Begin creating your condition by clicking the left-most field that says “(Select a condition…).” This will display a dropdown of condition categories:

1. Click any category listed to display its conditions, then select the desired search condition by clicking it. In this example, we want to see how many contacts have the “Engaged” tag in our account. To do that, we’re going to use the “Tag” condition listed under the “Contact Details” Category.

1. Depending on the search condition you select, you may or may not need to choose an operator when defining your own search criteria. To choose an operator, click the middle field and click the operator you would like to use.
   
   Continuing with our example, we’re presented with two operators to choose from— “Exists” and “Does not exist.” Since we want to know how many contacts have the “Engaged” tag, we’re going to choose the “Exists” operator by clicking it.

1. As the final step to creating your first search, you’ll need to provide a value for your search condition. Click the field that appears to the right of the condition you’ve selected and click one of the options listed.

To add another condition, click “+ Add another condition.” This will display another row to define another condition. Note that there is a toggle to specify whether the additional condition is added with “And” or “Or” logic:

Using “And” logic would combine the conditions so that only contacts who match both conditions would match.

Using “Or” logic would display contacts that match either condition.

You also have the option to create Segment Groups. With Segment Groups you can combine multi-dimensional conditions with “And” and “Or” logic.

For example, you might have one segment group with conditions that look for link clicks within a single campaign and then you might have another segment group that looks for link clicks in another campaign. You could display only contacts who’d clicked the links in both campaigns (with an “And”) or contacts who’d clicked either group of links (with “Or”).

1. When you’ve finished defining your search condition(s), click the “Search” button. Contacts who meet the search conditions you defined will be listed on the Contacts page.

Creating a segment from an advanced search

After you’ve created the conditions that find the contacts you want to display in an advanced search, you’ll have the option to save that search as a segment. A segment is a subgroup of contacts on your list that you can send highly targeted messaging to. When your contacts only receive messages that are very relevant to them, they’ll be more likely to pay attention to your campaigns. This will create a positive feedback loop where your campaigns are opened more and receive more clicks. This in turn may help your deliverability, strengthen your relationship with your contacts, and will likely result in more sales.

Segments are dynamic 

Your segment will update automatically as contacts meet or don’t meet your segment conditions.

To save an advanced search as a segment:

1. Click into the search field where it says “(X condition set).”

1. Click the “Save as segment” button.

1. A “Name this segment” modal will appear. Type the name of the segment into the field provided and click “Save.”

Give your segment a descriptive name

Descriptive names will help you remember what the segment is and which contacts should be included. 

The next time you go to send a campaign, during the list selection step, your saved segment will appear in your list of segments.

Saving an advanced search

After you’ve created the conditions that find the contacts you want to display in an advanced search, you may want to save the search conditions. This will make it easy to find this group of contacts again without having to recreate complex conditions. If you can see yourself using this search again, it’s a good idea to save it.

Saved Searches are dynamic

Your saved search results will update automatically as contacts meet or don’t meet your search conditions.

To save an advanced search you just created:

1. Click into the search field where it says “(X condition set).”

1. Click the “Save as Search” option.

1. A “Name this search” modal will appear. Type the name of the search into the field provided and click “Save.”

Give your saved search a descriptive name

Descriptive names will help you remember what the saved search is and which contacts should be included.

The next time you click into the search field, you’ll see an option for “Saved Searches.” Clicking it will display a modal with the names of your saved searches listed. Clicking on the name of a saved search will display the matching contacts.

Bulk editing your contacts

Advanced search and the bulk editor work together hand-in-hand. With advanced search you can find very specific groups of contacts and with the bulk editor you can make changes to those specific contacts. For example, you might want to create a segment out of all the contacts who opened a specific campaign.

To bulk edit the contacts that were pulled in an advanced search:

1. Click the “Edit All” button to display the bulk editor.

1. The bulk editor modal will display. Here you can perform a variety of actions on the contacts:

Available on Plus, Professional, and Enterprise plans. 

The Accounts feature lets you capture details about the businesses you work with at an account level and keep it all in one place.

With Accounts, you will be able to store and track details in account fields, see all contacts associated with a business, and create segments and personalize emails with account fields.

How the Accounts feature works

The Accounts feature lets you create a record for each business you work with. Each of these records can house information such as:

• Company name (Account name)
• Account owner
• Physical mailing address
• Description
• Number of employees
• Annual revenue
• Industry/vertical
• Information collected in custom fields
• Contacts associated with the business
• Notes
• Business website
• Deals

You can use information collected in Account fields to segment contacts and personalize communications.

Create an account record for a business or organization

You can create and edit account records from large companies and departments to smaller businesses, non-profits, families, and more.

Once you create an account, it will be listed on the Accounts Overview page where you can view and update it at any time.

To create a new account record:

1. Click “Contacts” located in the left menu.
2. Click “Accounts.”
3. Click the “Add an Account” button.
4. A modal window will appear. Complete all required fields in the modal.
5. Click the “Add” button. 

The new account record will be added to the bottom of the last page of the Accounts list.

Once created, you can open the account’s record page to add and store data about the account. Read each section below to learn more about adding information to account records.

Use fields to collect and store information about the account

The “General Details” section on the account record contains standard fields that you can use to capture and store information about a business.

You can also create custom account fields as needed to store additional information.

Add notes to the account

You can create a quick note about an account at any time. Once you make a note, it will save to the account record.

1. Click “Add a note” in the Notes box.
2. Type the note into the field provided.
3. Click the “Add” button.

Add and manage contacts on an account

The Contacts box displays contacts associated with the business account. You can add an existing contact to an account or create a new contact for the account.

Note that a single contact can only be associated with a single account.

Add an existing contact to the account

1. Click the “Add a Contact” option.
2. A modal window will appear. Type a name, email address, or phone number into the field provided.
3. Click the “Add” button.

The contact will be added to the account and appear in the Contacts box on the account record. In addition, the account name will appear on the contact’s profile record.

Create a new contact for the account

1. Click the “Add a contact” link located in the Contacts box.
2. A modal window will appear. Begin typing the contact’s name or email address into the field provided.
3. Click the “Create” button.
4. The modal will expand. Complete the additional fields for the contact.
5. Click the “Save” button.

A profile record will be created for the new contact. The contact will appear in the Contacts box on the account record. In addition, the account name will appear on the contact’s profile record.

How to edit a contact from an account record

You can add/edit the first name, last name, job title, phone number, and email address for a contact from an account record.

1. Locate the contact you wish to update.
2. Hover your mouse over the contact and click the pencil icon.
3. A modal window will open. Type the updated information into the fields provided.
4. Click the “Save” button.

We will also display the updated information on the contact’s profile record.  

How to remove a contact from an account record

You can remove a contact’s association with an account. Removing a contact’s association with an account will not delete their profile record.

1. From the Account Details record, locate the contact you wish to remove.
2. Hover your mouse over the contact and click the “X.”
3. Click the “Remove” button that appears in the confirmation message.

About the Last “Contacted” date field

Each contact added to an account will have a “Last Contacted” date field. If you’re adding a new contact to an account, this field will not display with a date. The “Last Contacted” field will update with a date when one of the following four events happen:

• A one-to-one email is sent to the contact
• A campaign or automation email is sent to the contact
• A contact task is completed
• A deal task is completed (this applies if the contact is the primary contact on the deal)

Create a deal for the account

You can create multiple deals for an account. When making a deal for an account, you do not need to associate it with a contact.

1. From the Details record for an account, click “Add Deal” located in the Deals widget.
2. An “Add Deal” modal will open. Complete the fields listed in the modal to create a deal for the Account.
3. When finished, click the “Add Deal” button.

The deal will be added to the selected pipeline and appear in the Deals widget on the Account Details page.

Delete an account

If you no longer need an account record for a business, you can permanently delete it from either the Accounts Overview page or the account record.

Once you delete an account, all information will be lost and cannot be restored. This includes any deals created for the account. If any contacts were associated with the deleted account, they will remain in your Nurturelabs CXP account and can be accessed from the Contacts Overview page.

Before deleting the account, we recommend using the bulk editor to apply a tag to all contacts associated with this account for record-keeping.

Delete an account from the Accounts Overview page

1. Click Contacts, then click Accounts.
2. Click the checkbox next to the account you wish to delete.
3. Click the delete button.
4. A confirmation modal will appear. Click the “Delete” button.

Delete an account from an Account Details record

1. Click Contacts, then click Accounts.
2. Click the account you wish to delete.
3. Click the “Actions” dropdown. This dropdown is on the top right of the account record.
4. Click the “Delete Account” button.
5. A confirmation modal will appear. Click the “Delete” button.

A segment of a list is a subgroup of contacts that you can send highly targeted email campaigns to. Segments can be created by using any information available to you in the segment builder. This includes tags, standard and custom field information, website visits, actions, contact or deal score, and more.

Sending targeted email campaigns to a list segment has a variety of benefits. When contacts receive messages that are relevant to them, they’re more likely to pay attention to your campaigns. This will create a positive feedback loop where your campaigns are opened more and receive more clicks. This will help your deliverability and strengthen your relationship with your contacts and will likely result in more sales.

In this article, we’ll discuss:

Segment condition limitations

While you can use virtually any information available to you in the segment builder to create a segment, there are limitations around the number of conditions you can use.

• You can use up to a total of 20 conditions in a segment.
• You can use up to 5 “Action” type conditions. (This includes any condition listed under “Actions” in the segment builder.)
• You can use up to 3 conditions that use the “Contains” operator.

How to create a segment with advanced search

Creating a segment from an advanced search will include all contacts that meet the segment conditions. This will include inactive contacts.

The number of contacts for this segment can display as smaller when viewing the Campaign Summary page before sending an email.

1. From the Contacts Overview page, click the “Search contacts” field then click “Advanced Search.”

2. The segment builder will appear at the top of the page.

Begin creating your condition by clicking the left-most field that says “(Select a condition…).” This will display a dropdown of condition categories:

3. Click any category listed to display its conditions, then select the desired search condition by clicking it.

In this example, we want to create a segment of contacts with the “Engaged” tag. To do that, we’re going to use the “Tag” condition listed under the “Contact Details” Category.

4. Depending on the search condition you select, you may or may not need to choose an operator when defining your own search criteria. To choose an operator, click the middle field and click the operator you would like to use.

Continuing with our example, we’re presented with two operators to choose from: “Exists” and “Does not exist.” Since we want to create a segment of contacts with an “Engaged” tag, we’re going to choose the “Exists” operator by clicking it.

5. Next, you’ll need to provide a value for your segment condition.

Click the field that appears to the right of the condition you’ve selected and click one of the options listed.

To add another condition to your segment, click “+ Add another condition.” This will display another row to define another condition. Note that there is a toggle to specify whether the additional condition is added with “And or Or” logic:

Using “And” logic would combine the conditions so that only contacts who match both conditions would be pulled into the segment.

Using “Or” logic would display contacts that match either condition.

You also have the option to create Segment Groups. With Segment Groups you can combine multi-dimensional conditions with “And and Or” logic.

For example, you might have one segment group with conditions that look for link clicks within a single campaign and then you might have another segment group that looks for link clicks in another campaign. You could display only contacts who’d clicked the links in both campaigns (with an And) or contacts who’d clicked either group of links (with Or).

6. Once you have created your conditions, click the “Search” button.

The page will reload and all contacts who meet your conditions will be listed.

7. To save the segment, click into the field where it says “(X conditions set”).

8. The segment builder will expand and display your conditions. Click “Save As Segment.”

9. In the modal window, type the name of the segment and click “Save.”

The next time you go to send a campaign, during the list selection step, your saved segment will appear in your list of segments.

How to create a segment during campaign creation

You have the option to create a segment of your list(s) during the campaign creation process. This allows you to quickly create your segment on the fly without having to navigate away from your campaign.

1. From the Campaigns overview page, create a new campaign.

2. When you’re at the “List” stage of the campaign creation process, you’ll be asked to select the list you’re sending to. Your screen should look something like this:

3. Click the checkbox next to the lists you want to send to. When you do, a new option will appear, “Segment Selected Lists:”

4. If you already created a segment, click the “Select a segment” dropdown and click the segment you wish to use.

To create a new segment from this page, click “Create New Segment.”

5. A modal window will appear where you can create a new segment. Type the segment name into the field provided and click the “Add Your First Condition” button.

6. The segment builder will appear. Use this segment builder to create your segment. When you’re done adding your conditions, click “Done.”

For step-by-step instructions on using the segment builder, see steps 2-8 in the “How to create a segment with advanced search” section above.

The segment you created should be selected in the segment dropdown:

Click “Next” in the upper right-hand corner to continue to the design step of the campaign creation process.