List Segment Queries

All queries, or groupings of records, are based on “source views.” Selecting a specific source view instructs the program to select a particular type or group of records for inclusion in the query. For example, creating a query based on the Vendor source view would group vendor records based on the criteria you specify, while a query based on the Constituent source view would group constituent records. Source views determine the field categories available for a query.

When you import a list, the program creates a query source view related to the list automatically. When you select Show in query designer under Tasks, you can create a query based on this source view. The view contains a selection (grouped set of IDs) that includes only members of the imported list.

From the Selections tab of an imported list, you can create additional selections to further group records from an imported list. You can also create additional segments based on the selections and specify separate quantity ratios and costs from the “parent” segment. For example, you may want to send an effort to everyone in the list, but you want to send a different package to people in the city in which your organization is located. You can create a selection and corresponding segment where City = your city. Then use direct marketing efforts to send a package to the segment based on this selection and a different one to the parent segment.

Segments based on selections can be created only from the parent segment’s page; however, these appear as regular list segments throughout the program and can be used in the same ways. Also, because these segments are based on selections, they can be refreshed just like constituent segments.

Note: Additionally, a “Consolidated Marketing List” source view is available that can show all data contained in a record source, as well as the data from lists associated with that record source that you specify to include in the consolidated list. This view enables you to tell whether a record came from your source or a list. For more information, see Consolidated Marketing List Source View.