Query

Queries help you find and organize the data you need. With queries, you can create targeted lists, build dynamic groups, and analyze constituent information without exporting data or writing custom code.

What is a query

A query is a set of conditions that filters your database to return only the records that match. For example, you can create a query to find donors who gave in the last 12 months or constituents who attended a specific event.

Why use queries

Queries let you:

• Segment your audience for campaigns and communications.

• Create dynamic groups that update automatically based on your criteria.

• Analyze data for reporting and decision-making.

Where to access queries

To create or manage queries:

1. Go to Data Management.

2. Select Query.

From here, you can build new queries or edit existing ones.

Tip for success

Start with clear goals. Decide what information you need before you build your query. This helps you choose the right fields and conditions.