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.

  • 1

    Search and Export Overview

    • Using Search and Export

    • Before we get started...

    • Navigating Search
  • 2

    Available Search Criteria

    • Criteria Sidebar

    • MyData vs. i360 Data

    • Favorites

    • Locations

    • Contacts

    • Any/All

    • Tags

    • Demographics & Interests

    • Voting

    • AB/EV

    • i360 Models

    • Observations

    • Field Actions

    • Digital Actions (Add-On)

    • Donations (Add-On)

    • Campaign Tags (Add-On)

    • Basic Search Video Overview
  • 3

    Advanced Search Logic

    • What is Advanced Search?

    • Boolean Operators

    • Grouping

    • Nesting

    • Advanced Search Video Overview

    • Advanced Search Activity
  • 4

    Map Search

    • Using Map Search

    • Clusters and Zooming

    • Selection Options (Click and Drag)

    • Map Overlays

    • Basic Search Criteria

    • Search for Addresses

    • Map Search Video Overview
  • 5

    Action Bar

    • Bottom Action Bar

    • Action Bar Options
  • 6

    Saving to Export

    • How to Save

    • Retrieving Your Audience

    • Export Options
  • 7

    Organizing Your List

    • Export Criteria

    • File Settings

    • Data Formatting

    • Place Order

    • Receiving Your List

    • Export Video Overview
  • 8

    Final Overview

    • Other Resources

    • Available Trainings

    • Before you go...

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