More Search Options/Advanced Search for Contacts

0 Votes

Contacts needed a re-design, but I am not sure why you have removed the Advanced Search feature?!

Isn't keeping your contacts list up-to-date a very important part of managing a mailing list, which will increase your open rate? Why yes, it is!  So I don't understand why you would remove the advanced search so that i can no longer look for people who fit a certain criteria so I can remove them when updating our lists.  For example, the only way I can remove people who are no longer members of our organization (and therefore should not receive our emails) was to upload a new list of all current members and tag them with today's date, then do an advanced find for people who did not have the tag and remove them. Now, I can no longer do that!  So there's essentially no way for me to update my lists to remove emails.  PLEASE FIX THIS!

😫Every time something is upgraded, another function breaks or is deprecated. Not good. 

7 Comments
Frankie_P
Moderator
Status changed to: Open Questions

Hi @Marisa_M thanks for sharing this feedback with us! although our advanced search feature was not carried over to the updated contact management dashboard, we are in the process of creating feature to help fit our users' needs. For instance in your case, have you tried using our contact segmentation feature? This tool allows you to create a segment of contacts based on specific criteria. Does this tool fit your needs?

Marisa_M
Real Estate

Hi @Frankie_P,

Thanks for the response but no, that does not help me.  It's good for other things but not for cleaning up my lists.  Yes, I can get it to tell me the names of the people who need to be removed, but from that screen there isn't a way to do a bulk delete AND I can't even click on the names to edit them from that screen!! So I would have to export the list, open in excel, back out of the segments and go to the contacts section, then search for each person manually to remove them.  Way too many steps.

IF you could make the "segments" lists editable and able to perform bulk deletes from that screen, then yes that would solve my issues.

 

I don't understand why, when CC updates something and adds new features, they remove functionality.  Why can't CC just add new features and leave the old ones?!  I'm talking about tables, HTML insert capability, tabs/indentation, and now contact advanced finds. Just venting.

 

Thanks.

 

Frankie_P
Moderator
Status changed to: Voting Open

Hi @Marisa_M thanks for following up with these details! Having the ability to delete contacts or edit contacts through a segment are both feature requests we are tracking in their own threads. At this time you can move your segment into a list and delete the contacts through that new list directly in your account. With that said we have also opened up your idea so other users can weigh in on this advanced feature request as well.

Caitlin_M
Administrator

HI @Marisa_M. With our current search feature, what criteria is missing that you used in the previous contact design? You mentioned tags in your original post but wanted to see what else you would like to search for your contacts by.

Caitlin_M
Administrator
Status changed to: Open Questions
 
Marisa_M
Real Estate

Hi Caitlin,

 

Forget about what I used to do becuase that was terrible also.  It was a workaround I created because the old search was lacking.

What I *need* to be able to search by are:

  • Date contact was added
  • Date contact was modified
  • Date contact unsubscribed
  • Tags - or lack thereof
  • Contact added source
  • List(s)
Caitlin_M
Administrator
Status changed to: Voting Open

Thank you for those details with the additional search criteria @Marisa_M. I have forwarded them to our Product teams. I'll open the idea back up for voting and tracking.

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