Query Builder For Campaigns

Find Your Perfect Audience with Powerful Filtering Tools

Quickly identify and target the right supporters for your campaign with intuitive filtering, sorting, and segmentation tools that make every outreach count.

Cut Through the Data Clutter and Engage Supporters

Campaigns lose precious organizing time when staff must manually sort through contact lists or build complex formulas just to find the right people to contact. Our query builder for campaigns eliminates these bottlenecks so you can focus on what matters: connecting with supporters.

Integrated Data Management

All supporter interactions automatically flow into the CRM, creating a comprehensive database ready for sophisticated targeting without manual data entry.

Unified supporter profiles
Every interaction from petition signatures to event attendance, donations to text responses is automatically captured in each person's profile, creating rich data for targeting without duplicate entry.
Activity timeline tracking
Each supporter's profile includes a chronological stream of all their interactions with your organization, giving you complete context for personalized outreach.
Custom properties
Define unlimited custom fields (like "Employer" or "Shift") to track the specific data points that matter to your campaign and use them in your queries.

Multi-Dimensional Filtering

Target supporters based on any combination of attributes - call history, donation patterns, event attendance, petition signatures, and even custom fields unique to your organization.

Advanced filter combinations
Create complex queries using AND/OR logic to find exactly the right audience segment like "all contacts who attended an event in the last 30 days and speak Spanish." Build segments using filters (for example, "all contacts who attended an event in the last 30 days and speak Spanish") to target communications effectively.
Tag-based filtering
Use tags to quickly segment supporters into groups like "LA Organizing Committee" or "Needs Follow-Up" and combine them with other filters.
Query Builder format
The system uses a structured format for creating and saving queries that can be used across the platform.
Saved filters across platform
Create and save your most useful supporter filters once, then reuse them for emails, texts, phonebanks, and reports without rebuilding.
Location-based targeting
Filter supporters by legislative district (federal, state, or local) to organize by political boundaries, or use radius searching to find everyone within 5 miles of a specific zip code.

Activity-Based Sorting

Prioritize your most engaged supporters or identify those who need reactivation by sorting on any activity metric: recent calls, text responses, donation recency, volunteer hours, and much more.

Assessment tracking over time
Filter supporters by their assessment levels to identify potential leaders or those needing reactivation. Track assessment changes with queries like "show everyone assessed as potential core in the last week."
Engagement filtering
Filter contacts by "Has exchanged SMS with us" or other engagement metrics to find your most responsive supporters.
Communication history
Sort by who has or hasn't received recent communications to ensure balanced outreach. Find supporters based on meaningful conversations, like "everyone who has had a phone call longer than 15 minutes with an organizer this month."
Event participation
Easily identify who has attended events or responded to invitations to follow up appropriately. Target supporters with specific event patterns, such as "people who attended more than 2 events in the last year" or "RSVPed yes but didn't attend our last rally."

Visual Data Exploration

Transform complex data into actionable insights with customizable wall charts and flexible table layouts that reveal patterns and opportunities.

Wall Chart visualization
Create visual pivot-chart style graphs that group your supporters by any attribute (like Chapter or Assessment score) and break them down by a second attribute (like language or referral source).
Pattern identification
Spot trends in your data, such as engagement level by department or language needs by region.
Shareable insights
Share your visualizations with team members by simply sharing the chart's URL, making data-driven decisions accessible to everyone.
Custom Graphs
Create custom visual reports on various data points with exportable results (available on Standard plan and above).

Saved Queries & Automation

Create, save, and schedule complex audience segments for ongoing campaigns, automated journeys, and easy re-use across your entire organization.

User Lists creation
Save your queries as User Lists with specified details including name, scope, and parameters.
Automation Conditional Routing
Use supporter attributes within automations to personalize outreach. For example, when someone enters your automation workflow, you can send different messages based on their profile, like sending driver-specific information to contacts with "account-type = driver" while sending organizer content to others.
API integration
Create User Lists programmatically through the API using the QueryBuilder format.
Cross-team accessibility
Share saved queries across your organization so different teams can use consistent targeting approaches.

How Query Builder Makes Your Campaigns More Effective

01

Define your audience

Use the query builder to combine filters based on supporter properties, actions, and engagement history.

02

Refine with preview

See matching supporters as you build your query, helping you adjust criteria until you have the right-sized audience.

03

Take action

Once your query is built, use it to power outreach through any channel email blasts, text campaigns, phonebanks, or event invitations.

04

Save for reuse

Store your query as a User List that can be referenced across the platform.

Trusted by teams at hundreds of leading labor & progressive organizations

Works Seamlessly With Your Entire Campaign

Phonebanks & Textbanks

Filter supporters and create outreach campaigns with your results.

Email campaigns

Target specific segments for personalized email messaging.

Volunteer management

Identify your most active supporters for leadership development.

SUPPORT

FAQs on Query Builder For Campaigns

Everything you need to know about the product and billing. Can't find the answer you're looking for? Please chat with our team.

Can I filter supporters by their preferred language?

Yes. Since the system automatically records each supporter's preferred language, you can create segments based on language preference to ensure communications are targeted appropriately.

Is there a way to identify supporters who haven't engaged recently?

Absolutely. You can create filters based on inactivity periods, such as "has not responded to texts in X days" or "has not opened an email in the last year," to identify supporters who may need re-engagement. These filters help you find dormant supporters before they completely disengage from your movement.

How do I ensure my query parameters are valid?

You don't need to worry about validation; the system automatically checks your filter parameters as you build them. The interface will alert you if there's an issue with your selection criteria, ensuring your searches always work correctly without any technical knowledge required.

Can I combine multiple conditions in a single query?

Yes. The QueryBuilder supports complex logic with a top-level "condition" parameter (such as "AND") that determines how multiple rules are combined, allowing you to create sophisticated targeting criteria.

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