Author Topic: Custom custom search (Read 1086 times)

kenahoo · August 04, 2010, 08:42:54 pm

Hi,

To mark contacts who should receive our newsletter emails, I want to create a Smart Group with the following criteria:

Code: [Select]

(Contact Type - 'Organization'
 ...OR... Contact Type - 'Individual')
...AND...
(Email LIKE '%@%'
 ...AND... Is Deceased != "1"
 ...AND... Contacts != Press Release recipients
 ...AND... No Bulk Emails (User Opt Out) != 1)

Unfortunately I don't think the Search Builder interface supports building such a query. The closest I could figure out is:

Code: [Select]

(No Bulk Emails (User Opt Out) != 1
 ...AND... Email LIKE '%@%'
 ...AND... Is Deceased != "1"
 ...AND... Contacts != Press Release recipients
 ...AND... Group Status - "Added"
 ...AND... Contact Type - 'Individual')
OR
(No Bulk Emails (User Opt Out) != 1
 ...AND... Email LIKE '%@%'
 ...AND... Contacts != Press Release recipients
 ...AND... Group Status - "Added"
 ...AND... Contact Type - 'Organization')

But this doesn't actually work, because it will miss any contact that's not in at least one group.

Is there a way for me to just write the query in SQL or similar? Or maybe use a Custom Search as a Smart Group?

Note that I don't really need to limit to Individuals & Organizations, but that's the first thing a user must select in the Search Builder, so that's where I end up. What I guess I *really* want is just:

Code: [Select]

Email LIKE '%@%'
 ...AND... Is Deceased != "1"
 ...AND... Contacts != Press Release recipients
 ...AND... No Bulk Emails (User Opt Out) != 1

but I'm not sure whether that's possible. Any help definitely appreciated!

-Ken

Piotr Szotkowski · August 05, 2010, 01:28:44 am

Deceased and opted-out contacts should never receive CiviMail mailings (it’s a bug if they do) – given this, would it make sense to simply send the mailings to every contact, excluding the ‘Press Release recipients’ group?

kenahoo · August 05, 2010, 05:18:10 am

In my case I'm not doing a CiviCRM mailing though, I'm exporting a list to Constant Contact (our marketing person likes working with their templates).

Dave Greenberg · August 05, 2010, 12:10:51 pm

This approach worked for me in a quick test on the 3.2 demo:
1. Go to the Custom Search - "Include / Exclude Contacts in a Group / Tag" (community contributed and not in menus by default, but you can add it or just access it via Admin > Customize > Manage Custom Searches). On demo, it's at:
http://drupal.demo.civicrm.org/civicrm/contact/search/custom?reset=1&csid=4

2. Pick all the groups you want to include, and the group (Press Release) you want to exclude. Get your results and create a Smart Group ("All Lists Except PR").
3. Note down the Group ID of this new group
4. Go to Search Builder, and search on:
Individuals - Group(s) = N (where N is the group ID of the smart group above) + No Bulk Mail !=1
5. Save these results as your mailing export smart group.

Or, you could potentially write your own custom search which handles all the above in a more or less hard-coded way (depending on how often the search criteria / groups need to change).

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Author Topic: Custom custom search (Read 1086 times)

kenahoo

Custom custom search

Piotr Szotkowski

Re: Custom custom search

kenahoo

Re: Custom custom search

Dave Greenberg

Re: Custom custom search