This training goes over the steps to create a search and export it to a list. We recommend this training for all i360 Portal users who intend to use search tools. (17 mins)
Course Outline
Select 'Get Started' above to begin this lesson.
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1
Search and Export Overview
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Using Search and Export
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New Training Notification
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Search Options
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Action Bar
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2
Available Search Criteria
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Criteria Sidebar
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Favorites
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Locations
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Contacts
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Demographics & Interests
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Voting
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AB/EV
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i360 Models
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Observations
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3
Building a Search
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Choosing Criteria
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Add
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Delete
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Any/All
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Creating a Basic Search (Video)
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4
Advanced Search Logic
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Workspace
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Boolean Operators
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Grouping
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Nesting
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Advanced Search Activity
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5
Map Search
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Using Map Search
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Clusters and Zooming
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Selection Options (Click and Drag)
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Map Overlays
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Basic Search Criteria
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Integrated Map Search (Video)
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6
Saving to Export
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How to Save
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Retrieving Your Audience
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Export Options
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7
Organizing Your List
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Export Criteria
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File Settings
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Data Formatting
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Place Order
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Receiving Your List
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Export Activity
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8
Final Overview
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Other Resources
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Available Trainings
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Before you go...
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Not what you're looking for?
Check out our other available trainings.
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Free
Portal Overview
Our recommended first training for new clients using the i360 Portal, discussing available features and how they can help clients meet their goals. (5 mins)
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Free
Contacts Management
Recommended training if you intend to create users, manage volunteers, compile lists, or text/call/email on an individual level. (10 mins)
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Free
Imports
This lesson covers the steps of importing your own data, matching back to i360’s database, and applying tags. (5 mins)
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Free
Call Surveys
For campaigns and organizations intending to make calls. This training goes over the call survey creation process from start to finish. (15 mins)