Search lets you identify People based on employee data within the Poppulo Harmony system. The search results can then be saved and used when sending your communications.
For example, you are part of a global company but want to send a communication to your employees in London only; you can use 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 You can also Tag People using Search, but Tags should be used for ad-hoc sends as they are static and can go out of date easily.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:
In the People area of your account, select Search from the menu on the left.
Choose your search criteria from the drop-downs. (Alternatively, choose a saved search by selecting the Load a saved search button.)
Note: Use the '+' icon to add additional search criteria. The Show Only Active People 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.
Field: where all of the employee data you've imported into Poppulo Harmony sits. For example; City, Email address, Country, Position etc.
System Attribute: allows you to search by different Poppulo-based attributes. For example; members of a particular Tag, the date employees were imported into Poppulo Harmony, 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.
On the following page you will see a summary of the search and the results of that search.
At the bottom of the screen, select Edit to change your search criteria, or select 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.