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  • 2012/07/06

Criteria System

The criteria system can be used on targeted e-mails, custom autoresponders, and advanced searches. The following guide will explain how the system works.

Sample Database

To demonstrate the system, consider this database:

BasicsUser GroupsCustom Fields
UsernameStatusFreePremiumCityStateCompany NameOccupation
johndoeActiveYesYesChicagoILMember GuardianDeveloper
janedoePausedYesNoNew YorkNYMicrocorpSales
chrisdoeActiveYesYesLos AngelesCABoogleMarketing
pamdoeExpiredYesNoSan JoseCABoogleSales
pauldoeActiveYesYesDallasTXAcmeSales

Example No. 1

The program allows you to determine a criteria "scope", which can be either "Match all" or "Match any". Consider the following example to see the difference between the two scope types:

Match All

Your Criteria
StatusFreePremiumCityStateCompany NameOccupation
ActiveYes-Chicago--Sales
BasicsUser GroupsCustom Fields
UsernameStatusFreePremiumCityStateCompany NameOccupation
johndoeActiveYesYesChicagoILMember GuardianDeveloper
janedoePausedYesNoNew YorkNYMicrocorpSales
chrisdoeActiveYesYesLos AngelesCABoogleMarketing
pamdoeExpiredYesNoSan JoseCABoogleSales
pauldoeActiveYesYesDallasTXAcmeSales
  • Results: 0
  • Explanation: Although "johndoe" is close to being a result, since this is a "Match all" scope search and you entered an occupation of "Sales", he does not match the criteria.

Match Any

Consider the same criteria above, but this time with a "Match Any" criteria scope.

  • Results: 5
  • Explanation: In this case, although no accounts match all the criteria, since we selected a scope of "Match Any", every user in the database is returned as a result

Example No. 2

Match All

Your Criteria
StatusFreePremiumCityStateCompany NameOccupation
-YesYes-CABoogle-
BasicsUser GroupsCustom Fields
UsernameStatusFreePremiumCityStateCompany NameOccupation
johndoeActiveYesYesChicagoILMember GuardianDeveloper
janedoePausedYesNoNew YorkNYMicrocorpSales
chrisdoeActiveYesYesLos AngelesCABoogleMarketing
pamdoeExpiredYesNoSan JoseCABoogleSales
pauldoeActiveYesYesDallasTXAcmeSales
  • Results: 2
  • Explanation: "chrisdoe" and "pamdoe" both match all of the selected criteria, making them results.

Match Any

Consider the same criteria above, but this time with a "Match Any" criteria scope.

  • Results: 5
  • Explanation: Once again, all users match at least 1 piece of criteria, therefore returning all users as results.

Example No. 3

Match All

Your Criteria
StatusFreePremiumCityStateCompany NameOccupation
Expired-----Sales
BasicsUser GroupsCustom Fields
UsernameStatusFreePremiumCityStateCompany NameOccupation
johndoeActiveYesYesChicagoILMember GuardianDeveloper
janedoePausedYesNoNew YorkNYMicrocorpSales
chrisdoeActiveYesYesLos AngelesCABoogleMarketing
pamdoeExpiredYesNoSan JoseCABoogleSales
pauldoeActiveYesYesDallasTXAcmeSales
  • Results: 1
  • Explanation: "pamdoe" matches both the status and occupation criteria.

Match Any

Consider the same criteria above, but this time with a "Match Any" criteria scope.

  • Results: 3
  • Explanation: "pamdoe", "pamdoe", and "janedoe" all match one of the criteria pieces, therefore making them results. "johndoe" and "chrisdoe" didn't match anything, therefore they are not returned as results.