What is Targeter?
The Targeter Layer is a query tool that allows users to identify prospects, analyze audiences, and apply data in your daily decision making. It centralizes the key elements of your relationship data. Using a powerful query and visualization tool, users can easily find and report on the constituents they are most interested in.
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 columns
- Results - Cross Tab View – provides users with a summary of the full query results spread out across two variables
How do I use Targeter?
To open Targeter, click on the Targeter tab at the top of the Reeher Dashboard 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 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.