Targeter is a query tool that allows users to identify prospects, analyze audiences, and apply data in daily decision making. As Targeter centralizes the key elements of relationship data, users can easily find and report on the top constituents of interest. Users are able to save their queries and set up a subscription to receive the results regularly by email using Push Reporting.
The core components of the Targeter are:
- Query Filters: This section comprises the top portion of the screen and allows users to add filters to define query parameters.
- Manage Queries: This section allows users to manage their saved queries and create subscriptions for Push Reporting
- Results - List View: Query results are displayed as a list with customizable data columns when this setting is chosen.
- Results - Cross Tab View: Query results are delivered with a summary of the full query results spread out across two selected variables.
Using Targeter
To open Targeter, click on the Targeter layer at the top of the Reeher Platform window.
You can select any saved or default query from the Select Query pull down menu at the top left of the screen.
- To search for a specific constituent, you can use the Entity Lookup from the menu. Enter the Entity ID, First, and/or Last Name of the entity you are looking for. Hit Show Results, and a list of constituents who match your search will appear below.
- To begin with a blank query, select Create New Query from the pull down. You can then Add Filters to begin your query by clicking on the Add Filters button on the right. Once the parameters of your filters are set, click Show Results, and a list of constituents who match your search will appear below.
You can view the results of your query in two ways.
- In List View, where you can view and export your results as a list with customizable columns.
- Or in Cross Tab View, where you can spread your results in a table across two variables.
You can toggle between these two views by using the tabs at the top right of the Results section.
Saving a Query
Once you have created a query, you can save it by clicking on the Save Query button on the right side of the page. In the Save Query pop-up, you have the following fields available:
- Query Name - A descriptive name given to the query. This name will appear in the Select Query pull-down menu.
- Description - A short description of the query. We recommend entering information about the filters used and their values.
- Viewable By - This pull-down menu allows you to select who this query will be available to on the Select Query menu. This can be done on an individual basis or by groups.
- Select - If your Viewable By selection has specific users or groups for you to choose from, you will select those here. Select multiple items by holding CTRL and clicking on each name.
You can also manage your saved queries by going to the Manage Queries link at the top of the page. From here you can edit and delete your queries and create subscriptions for Push Reporting.
