Subscriber Searches

Finding your subscribers

Segmenting your subscription base allows you to identify specific customers for any reporting, marketing or campaign-related activity. You can download your Subscribers into CSV files and even save common searches to run regularly.

Filters

On the Segmentation screen you'll be presented an option to begin filtering.

To start filtering, simply select the drop down box and choose your first filter.

The filters you'll see are pulled directly from the customer data you feed into Singula® Subscriber Intelligence. So the more data you have for a customer the more filters will appear.

You'll find the definitions of all of these filters in the Filter Descriptions section of this article.

The Filters are categorised into:


Customer Details
Subscriptions
Status
Marketing

These may vary depending on the data you are feeding into the Singula Decisions Data Pipeline.

Any filters you see within each of these sections are directly pulled from the data you put in. This means that you won't see any filters that are not relevant to your customer base.

What are the options for filtering?

By date:

By list:

By text:

By Decision Moment:

You can add as many filters as you wish and after you add a filter, the results of that search will appear on the right-hand side.

An example of this could be that you want to run an Upgrade Campaign via Email and so need to target active customers who are currently in the 'Bill' decision moment and have opted in to Email Marketing:

Once you've added your filters, you can see the tile on the right hand side has updated to show you the results of that search:

'OR' Functionality

Within each of the filters you can specify multiple information to search for.

An example of this would be to search for the Last Name as Smith OR Jones OR Clark. This would search for any accounts with either of those last names.

This is different to searching for each of the last names separately, as doing it separately would search for records that contain all of the last names in a customer account, which would be highly unlikely to filter any accounts.

The 'OR' functionality can be used on any filter and can be used on multiple filters on the same search.

Viewing your search result

Once you're happy with your search, you can see on the right-hand side that it will show you the total subscribers in that search as well as what % this is of your subscriber base.

You can do two things:


Download the list as a CSV file.
Save and download the list. This will not only download the list as a CSV file but will also keep a record of the search so that it can be referenced or used at a future date.

When you click to Save and download, you're presented with:

Name your search and select 'Save search'. This name needs to be unique. Once it has been saved you can then go and access the CSV file, either directly from your device's downloads folder or from the list of searches.

Click onto the the search you have just saved and on the right-hand side is a summary of that search:

Every time you select a saved search, a fresh search will be run using the filters set on it and a real-time result will be presented. If you click on the saved search again or refresh the page this will do a fresh search to create a result and list:

In this section you can:

Download the list - this will be a real-time list of that search against the current subscriber base

Download a list from a historic search, which can be found under Search History. You can also delete any historic searches within the Search History

View Saved Searches

View saved searches

To view any saved searches simply click the button on the top right corner of the screen:

This will present your saved searches:

Here you can view a saved search, download a subscriber list from that search including a historic search and delete any saved searches.

Each saved search will have its name and a created by section, detailing who created it and when it was created.

To view a saved search, simply click on it and the then use the right hand box to view details of the search.

Every time you select a saved search, a fresh search will be run using the filters set on it and a real-time result and list will be presented. If you click on the saved search again or refresh the page this will do a fresh search to create a result and list.


You can then:


View a summary of the search
Download the latest list
Download a historic list
Delete a historic list

Filter Descriptions

Customer Details:

Filter	Description
ID	A globally unique ID assigned to the contact record by Subscriber Intelligence
Account Number	The client's source CRM reference for the contact record
First Name	The first name on the contact record
Last Name	The last name on the contact record
Date of Birth	The date of birth on the contact record
Gender	The gender on the contact record
Country	The country of residence on the contact record
Region	The region of the country of residence on the contact record
Decision Moment	The current decision moment assigned to the contact record
Phone Number	The registered phone number on the contact record
Email Address	The registered email address on the contact record

Subscriptions:

Filter	Description
Product	The product the customer has purchased or subscribed to
Subscription Start Date	The earliest activation date of all subscription packages associated with the contact record
Subscription End Date	The latest cancellation date of all subscription packages associated with the contact record

Status:

Filter	Description
Status	The status field on the contact record (Active, Customer Cancelled, System Cancelled and Cancel Scheduled)

Marketing:

Filter	Description
Email Marketing Consent	The marketing consent field on the contact record (Yes/No)
SMS Marketing Consent	The SMS consent field on the contact record (Yes/No)
Phone Marketing Consent	The phone consent field on the contact record (Yes/No)
Whitemail Marketing Consent	The customer has opted in/out for whitemail marketing
Social Media Marketing Consent	The customer has opted in/out for social media marketing
Consent Name	The name of a specific consent
Consent Category	The name of a specific consent category
Consent	Implicit consent (base level for RTV)