Search Tools Overview

This article covers how to navigate around the search grid. If you're looking for specific details on tabs, check out our guide on Basic Search.
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​What happens in Search?
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The search tool is where you'll go to create your audience. An audience is a group of individuals that you're wanting to reach on behalf of your campaign or organization. These are the individuals that will be hearing your message through phone calls, door knocking, mail, television, etc.
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Your audience can be as simple or complex as you choose to make it. Use our Basic Search feature to create a dependable search, Advanced Search to add AND/OR/AND NOT/OR NOT logic, or Map Search to customize geography exactly where you need it. These features can be combined or used individually by switching between icons in the top right of Search:

Upon entry to Search > Basic, you'll see the search bar on the left side, your counts at the top, and a space for your selected criteria on the right.

As you add criteria from the search bar, your counts will automatically update at the top.

View any added criteria under Selected Criteria. If you need to remove something from your search, simply hover over your selection and click the trash bin icon. If you'd like to save that parameter in your favorites, click the star.
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Using the tabs on the left side of the screen, you can begin to select more nuanced search criteria to precisely target the voters you want to contact.
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Begin by choosing your search type and state. If you have already saved a project, you can access your previous search by selecting 'Saved Audiences'.

The 'My Favorites' tab will save your favorite search parameters and controls.
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Favorite Parameters are specific criterion, such as a particular city (i.e., Fairfax County, VA).
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Favorite Controls are specific subjects of broader criterion (i.e., Counties).
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Add to your Favorites by clicking the star next to your favorite search criterion. If the star is gold, it has been added to your Favorites. Add to your favorite control by clicking the star next to search options under the search bar.

Depending on your subscription type and available add-ons, these are the tabs that we currently offer:

For a full overview of the features within each tab, check out our Basic Search help guide.
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Advanced Search is available for you to begin a new search or build off of one you've already started in Basic Search. If building an Advanced Search from scratch, you can access it from Search > Advanced. If expanding on an active Basic or Map search, simply click on the icon in the top right corner that resembles a person and a '+'. That will move your current search over to Advanced Search.

To learn more about how to use this tool, please check out our Advanced Search help guide.
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If already in Basic Search or Advanced Search, you can access Map by clicking the location icon above Selected Criteria, as seen below:

Map Search allows you to customize your audience by editing the map of your target area. This includes overlays of congressional, senate, legislative, and county lines. Create a map search from scratch by accessing Search > Map.

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For more information, check out our help guide on Map Search.
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After you've created your search, refer to the bottom action bar to save your search.

When the Save Audience As box appears, you have the option to 'Make available to others in my organization'. If you'd like this search to be visible to others that you share a database with, we recommend selecting this option.

After a search has been saved, it can be used all across the platform. When you go to build your surveys or texts, the audience you created will be available for you to select.
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If you'd like to obtain an Excel file for mail or phone numbers, check out our help guide on Exports to learn more about how to export your search.
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