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Queries let you answer precise questions about your data—“households in Oregon who gave over $100 last year,” “individuals with no email on file,” and so on. Open Queries in the sidebar.

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Pick what you’re looking for

Start by choosing the result mode—what each row in your results represents: Choose Individuals for email-list actions and Contacts for household-level tags or notes.
Switching modes clears your current conditions and results, since each mode has its own set of fields.

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Build the conditions

1

Add a condition

Each condition is a field, an operator, and a value—for example, State / is one of / CA, OR, WA.
2

Combine with AND / OR

Set the group logic: AND requires every condition; OR matches any. You can nest groups for more complex logic.
3

Execute

Choose Execute, then pick which fields (columns) to show in your results.
4

Save (optional)

Choose Save, name the query, and optionally share it with your team.

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The kinds of filters

Fields span contact info, the people in a household, contact methods (email/phone and opt-in status), addresses (down to congressional district), tags, and giving. Operators adapt to the field—text supports contains and starts with; numbers and currency support greater than and between; dates support in the last N days; tags support has tag and doesn’t have tag.

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Saved queries

The Saved queries tab lists everything you’ve saved. Filter by search, result mode, and ownership; click any query to load it back into the builder to run, adjust, or remove.
A query is the fastest way to build a one-time list. If you want an audience that keeps itself current for email, build a segment instead.

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Check your results

Start with a narrow example whose outcome you can verify. Inspect several rows after executing, then adjust the conditions. AND requires every condition in the group; OR permits any condition. Use nested groups when those rules need to be combined. Re-execute after editing conditions before using a bulk action. For no results, remove conditions one at a time and confirm the result mode. For too many results, check OR groups and whether an empty condition is broadening the query. See Act on selected results before editing records in bulk.