Search lets you identify People based on employee data within the Poppulo system. The search results can then be saved and used when sending your communications.
For instance, if you want to communicate to all employees in London, you can use the Search to locate all employees based in London. Then, Save your Search as a Saved Search and use it to send. As the Saved Search results are dynamic, any employees that leave or join the London office will be removed or added to the Saved Search results, provided you have updated your employee data. Saved Searches run in real time, - ensuring you're always communicating to an up-to-date list of employees. You can also Tag People using Search but Tags should be used for ad-hoc sends as they go out of date easily.
Use the instructions below to run a search.
Note: To identify People based on opens, clicks or survey responses, Run a Metric Search.
To Run a Search:
Under People, click 'Search'.
Choose your search criteria from the drop-downs. (Alternatively, load a saved search.)
Note: Use the '+' icon to add additional search criteria. The checkbox lets you view active People only or include inactive employees.
You can run a search based on any of the categories of information listed below, or a combination of them, just toggle the the 2nd box('Field', above), this will affect the type of information you look for:
Field: where all of the employee data you've imported into Poppulo sits; for instance, city, email address, country, position etc.
System Attribute: allows you to search by different Poppulo-based attributes; for instance, members of a particular Tag, the date employees were imported into Poppulo, or what publications they subscribe to (if you use subscriptions in your organisation).
Status: allows you to search for People based on whether they are active or inactive (as well as the reasons they're inactive).
Click 'Search', to run the your search.
At the top you will see a summary of the search criteria(the field Department, is Comms) and below it, the results.
At the bottom of the screen, click 'Edit' to edit/change your search criteria, or click 'Save Search' to Save your Search as a Saved Search for future use.
You can use some of these searches to help you target the right People in your search results.