Target or exclude users by advanced query
You can target or exclude users based on general attributes, organization hierarchies, geolocation, operator attributes, or device types.
Prerequisite: The By Advanced Query option must be enabled on the Target Users tab in the alert template settings.
- In the Target Users section, click By Advanced Query.
Note: If you have added a location in the Content section, the All geolocations inside map selection(s) plus Last Known Location update option is selected by default.
- Select the AND/OR operator. When AND is selected, users must meet all conditions to be targeted in the alert. When OR is selected, users that match any of the search conditions are targeted. The default is AND.
- Click Add Condition.
- In the Select Attribute list, select the first attribute, organization hierarchy, geolocation, operator attribute, or device you want to use as targeting criteria.
- In the Select Operation field, select the operation that you want to assign to the attribute. To exclude users who have specific attributes, select a negative operation such as not equals or does not contain.
Note: The list of operations varies depending on the type of attribute selected.
- If the operation you selected in Step 5 requires additional query values, a third field appears. Enter or select a value for the attribute.
Tip: For multi-select picklist, single-select picklist, geo-aware multi-select picklist, and status type attributes, enter characters in the search box to filter the list of attribute values. You can enter characters that appear anywhere in the attribute value.
- Optionally, click Add Condition and then repeat steps 3 through 6 for each additional condition you want to add.
The Targeting Summary field at the bottom of the Target Users section updates automatically to display the total number of users who match the query conditions you have created.
Tip: You can target or exclude users based on the User Last Updated Source attribute. For details, see Target or exclude users with the User Last Updated Source attribute. - Optionally, click the number in the By Advanced Query field in the Targeting Summary section to view the advanced query criteria.
- Optionally, modify the query conditions as needed to isolate the exact user group that you want to send the alert to. Click Add Condition to add more conditions. Click
beside a condition to remove it.