How to Use Advanced Relationship Search
MonkeyPod’s Advanced Relationship Search helps you find exactly who you’re looking for by combining multiple data points across your records. For example, if you're
- Looking for donors who gave $1000 in the last year but have never subscribed to your annual Gala mailing list, or
- Looking for donors who have given more than $5,000 and are located within 100 miles of a specific location
Advanced Relationship Search is here to help!
Where can I find Advanced Search in my MonkeyPod?
To get started searching, choose Relationships from the main menu, then select the Advanced Search button.
Advanced Search offers a number of ways you can search your relationships. The categories of available search criteria are displayed at the top of the page:
Use these criteria to find relationships based on specific information that your organization tracks.
- Basics: Basic information such as name, organization, type, age range, anonymity preference, and whether an email address exists
- Roles: How the relationship interacts with your organization, such as 'donor' or 'member'
- Householding: How to handle "child" relationships in searches
- Geography: Criteria for country, city and postal code, as well as the relationships' geographic proximity to that location
- Financial Activity: Specific giving and/or purchase history
- Email Lists: Whether someone is a member of, has unsubscribed from, or is not a member of a mailing list
- Custom Attributes: Match based on your organization's custom attributes
- Record History: Creation and modification dates
Multiple types of criteria can be used together to create very specific searches like the ones described above. We'll walk you through an example in the next section.
How does the Advanced Search work?
To create a search, start by selecting the relevant search criteria.
Example:
In this example we'll search for individuals who are donors, and who ARE NOT board members.
- Select the Basics and Roles criteria to display those options.
Under the "Basic Info" section, choose "Individual" as the type of entity to search for, and under "Roles" section, select "Donor" and "Board Member" as shown below.
Now, let's say we want to narrow the search further based on financial information as well as email list participation. Click the Financial Activity and Email List options.
Additional search fields now appear for these recently selected criteria sets. To include only donors who have given $1000 last year, look for the "Contributions" section of the "Financial Activity" criteria set. Choose "At Least" from the dropdown menu, enter "1000" as the amount, and then select "Last Fiscal Year" from the second dropdown. The And Also button would allow you to add other parameters such as a search filter on Lifetime contributions.
So now your search results will show all individuals who are donors (but not board members), as long as they have also given at least $1000 in the last fiscal year. Now, let's say you want to refine this further to exclude anyone who has never subscribed to the Annual Gala Invitation list. Select "Never Subscribed to" from the Mailing List dropdown menu, and then select the relevant subscriber list.
- To view the results, scroll to the bottom of the screen. The results are updated there as you select your search criteria.
What options do I have for working with search results?
The following options can be used to quickly perform an operation on the whole batch of relationships in your search results. The options appear as buttons above the search results. Just click any button to kick off the process!
- Export Details: Choose the data you want to include in an export of the found records. The export is sent to you via email.
- Subscribe To Mailing List: Subscribe all of the found relationships that have an email address to an email list that you choose. This bypasses any opt-in/confirmation for the subscription. Be sure you have permission to subscribe these people!
- Record A Bulk Interaction: Planning on sending a piece of direct mail to everyone in the found set? That would be a good example of when you'd want to record an interaction for the whole group.
- Add to Pipeline: Add everyone in the found set to a cultivation pipeline.
- Assign A Role To All: Assign a role to all found relationships.
- Add As Campaign Prospects: Add all of the found relationships to the Campaign Tracker. (This is only an option if you have the Campaign Tracker app installed.)
How can I save a search to run again in the future?
If you want to save a search to run again later, enter a name for it and click the "save" icon.
Your saved searches appear in the Relationships menu for quick access. To run a saved search again, just select it from that menu.
You can also use the Load a Saved Search button at the top of the Advanced Search screen to run a saved search.
When you select that button, you'll be prompted to choose the search you'd like to run. (Select Created by any user to include searches saved by other MonkeyPod users in your organization.) This is an easy way to create and share reporting insights with your team.
How can I delete a saved search?
When you're viewing a saved search, the name of the search appears in the top right of the page. Click the 3-dot menu there to see your options to delete the saved search or load a different search. You can even create a "dynamic attribute" based on the search criteria!
Can I choose what information is displayed for my search results?
Of course! By default, your MonkeyPod will display city, state, country, and lifetime financial totals along with each relationship name. But we understand that there may be other attributes that you find more useful to display for the search results.
In addition to showing or hiding the default fields, your MonkeyPod has the option of displaying any of your custom attributes. Just click the option "Choose columns to display" option, and select from the available choices.
Your customization will be saved for your account, and will not impact how others in your organization view their search results.
For information about creating new custom attributes, check out our article, How to Use Custom Attributes.
Frequently Asked Questions
Can I clear out my search criteria and start a new search?
Yes! Once you start configuring your search, you'll see a button appear at the top of the screen. Just click that, and you can start with a clean slate!
How can I search for someone who is not on an Email List?
From the Advanced Search window select Email Lists. Using the "Email List" criteria, select "Never Subscribed To" then choose the list.
How can I use advanced search to help me print mailing labels?
Easy! Run the search to find the relationships that you want to include in your print mail campaign. Click "Export Details" and select just the fields you need for the mailing labels. MonkeyPod emails you the csv file that can be used in a mail merge with Microsoft Word, or whatever program you use to print your mailing labels.
Can I search for someone based on their phone number?
The Advanced Search is set up to help you find multiple matching relationships based on complex criteria. If you're looking for an individual person based on their phone number, use the simple search in the Relationships menu instead—just start entering a phone number and matching relationships will appear in the list.
