In addition to searching for contacts by name or phone number, you can place queries in the search bar on your contacts tab to search for contacts based on the values in their contact fields.
The query you enter will operate on all contact fields present in your account. Note that fields and values are not case sensitive within a query.
In the query pictured above, we're referencing a contact field called 'Age' and using the operators "greater than or equal to" '>=' and "less than or equal to" '<=' to specify the desired characteristics of the contacts you're searching for. Note that with contact fields containing two or more words, spaces need to be replaced with underscores, e.g. id_number=409328
You can use 'OR' statements to match two or more contact field values, and 'AND' statements to filter contacts by contact field. For example,
(city="Oakland" or city="Berkeley")
will return only those contacts whose 'City' field contains "Oakland" or "Berkeley", and
(city="Oakland" and gender="Male")
will return only those contacts whose 'City' field contains "Oakland" and whose "Gender" field contains "Male".
Text values containing multiple words must be enclosed in quotation marks, e.g. city = "san francisco", while operators like '>=' only work with Numeric and Date & Time values.
Groups resulting from queries are called dynamic groups. Dynamic groups are unique in that they will continue to collect contacts who match the query that created them.
Creating a Dynamic Group
Once you enter a query, the platform will return the group of contacts who match it:
You can save this new group by clicking the "Save as Group" button underneath the search bar:
Once a Dynamic Group is saved, any new contacts that match the query will be automatically placed in it.