Introduction
When creating targets in S-360 SAM module you have access to what is called the "SECUTIX Query Engine".
These are the main areas and functions of the engine:
- Query starting condition
- Add filter / sub-query
- List of available filters and examples
- List of selected filters and conditions
- Disable/remove filters
- Search and results
1. Query starting condition
The engine allows you to build a query as naturally as you construct a sentence. The standard start of the sentence is always set as: "Select records for which all conditions below apply."
You can however choose between 4 different possibilities depending on what you want to do:
- all ( + / and ): allows you to add contacts to the list and to link the conditions with an and
- none (- / and): allows you to exclude contacts from the list and to link the conditions with an and
- at least one (+ / or): allows you to add contacts to the list and link the conditions with one or
- at least not one ( - / or): allows you to exclude contacts from the list and to link the conditions with one or
2. Add filter / sub-query
These two buttons allow you to:
Add a new conditions / sub-conditions → it will open the list of filters (see §3)
Add a nested query → this is an advanced setting, see the section below if you already know who to create and use standard queries/filters.
The sub-queries, or nested queries, allows you to define a subgroup of conditions within the query.
Basically, it's like in mathematics when you use parentheses to differentiate between pieces of an equation that must be executed at first, before the result is applied to the whole equation.
Ex: 10 x 5 – ( 3+2 ) = 45 is different from 10 x 5 - 3 + 2 = 49
Here it is important to group 3 + 2 in parentheses so that they are performed together before being subtracted from the rest of the equation.
It's the same with sub-queries:
| Contacts who have |
| Contacts who have |
| Contacts who have |
cultural history = sales | cultural history = sales/reservation | tickets for Romeo & Juliet | ||
| event = romeo & juliet | event = Aida | minus those who have reservations/sales for Aida |
To create a sub-query:
- Click on
- Click on the default filter and change it to Individual > Contact (or Structure > Contact)
- Click on the default operator and change it to in sub query
- Click on edit sub query: in the new window, create you query as it was a standard target. Click "OK" when ready.
3. List of available filters and examples
Here you find the filters among which you may choose. Click on them for a quick explanation and an example.
Please remember that SAM will always target cultural contacts (so including also those who have tickets/items that might have been bought/paid by someone else).
Important
As a general rule it is not possible to use the same filter twice in the same query with different value. The result is always zero.
According to your needs you may instead use:
- a sub-query (those who have tickets sold for both Don Giovanni and La Traviata): see nested query above.
- operator inList (those who have tickets sold for Don Giovanni or La Traviata)
The main data from your contact cards are available in the first two filters (email, birthday date, source sales channel, the existence of a login, etc).
Some are specific for individuals (gender, title, etc) or to structures (structure type, website, etc). Pick individual or structure according to the type of contacts you are basing the query on.
The example below shows a query combining several operators and several individual entity fields.
This request will allow us to obtain the list of individuals with an email and a login who were created in the current month on the "Internet B2C" or "Internet B2B" sales channel.
The geographic and postal data of your contacts are available here.
The examplebelow shows a query combining several operators and several address entity fields. It allows you to obtain the list of all individuals living in Switzerland or France.
Information and communication authorizations for your contacts are available here.
The example presents a query allowing you to obtain the list of all individuals accepting communications from your organization.
According to GDPR, SAM Campaigns module will in any case filter out contacts who do not provide their authorization, unless you specifically choose otherwise: see this page for more info How to create a campaign
The data automatically calculated by S-360 based on the behavior of your contacts are available here.
To make a query based on an indicator, you first need to know what type of value is possible for your indicator: boolean (yes/no), numeric, etc.
Also remember that indicators have a level and a value. For example, the "Attendance" indicator will have the occasional value and level 1 because the contact will have returned 1 time, thus classifying it in the occasional contact category.
The example shows a query to get a list of all individuals with the Social Media Engagement (Shares) metric set to Engaged.
Your contacts' qualification data are available here. If you have several organizations, the criteria can therefore be centralized (meaning that the value will be identical in all the organizations) or by organization (so specific for each one of them).
The example presents a query to obtain the list of all individuals who prefer to be contacted by email.
Your contacts' cultural history is available here. Please remember that a contact is a cultural contact when a ticket/item is linked to them, despite if they were bought directly or by someone else.
The example shows a query combining several filters: it allows you to obtain the list of all individuals who have a ticket for Aida that were bought on sales channel "B2C"
This filter is usually crucial for most of the targets. It refers to the last status of the product linked to the cultural contacts.
Important: filtering a given product e.g. by ‘Cultural history Sale Type = Discard’ (in order to identify those who did not purchase it despite an initial selection) does not guarantee that customers did not buy it later!
Data relating to product families purchased by your contacts are available here.
The example shows a query combining several operators and several fields of the product family entity: it allows you to obtain the list of all individuals who have products belonging to subscriptions or memberships families.
Please remember SAM will target cultural contacts, so results will also include those whose tickets were bought for them by someone else.
Data relating to the prices configured in S-360 are available here.
The example shows a query that allows to obtain the list of all individuals who have season 1 items purchased with tariff "Baby"
Data relating to the events product family linked to your contacts are available here.
The example below allows you to obtain the list of all the individuals who have tickets for "Don Giovanni"
Please remember SAM will target cultural contacts, so results will also include those whose tickets were bought for them by someone else.
Data relating to the visits product family linked to your contacts are available here.
The example allows you to obtain the list of all individuals who have tickets for today's or tomorrow's visits.
Please remember SAM will target cultural contacts, so results will also include those whose tickets were bought for them by someone else.
Data relating to the season ticket product family linked to your contacts are available here.
The example allows you to obtain the list of all individuals who have the “Musical Legends”.
Please remember SAM will target cultural contacts, so results will also include those whose products were bought for them by someone else.
Data relating to the membership product family linked to your contacts are available here.
The example shows how to obtain the list of all individuals who have a “DUO Membership Card” membership.
Please remember SAM will target cultural contacts, so results will also include those whose products were bought for them by someone else.
As shown above for the main product families' filters, you have other filters that allow you to build specific queries on all the other product families managed by S-360.
The example shows how to obtain the list of all individuals who have a Gift voucher
Please remember SAM will target cultural contacts, so results will also include those whose products were bought for them by someone else.
Data relating to payment details are available here.
The example allows you to obtain the list of all individuals whose tickets with the "Credit Card" payment method.
Please remember SAM will target cultural contacts, so results will also include those whose products were bought for them by someone else.
Data relating to shipments are available here. It includes both information about how tickets/products were shipped (at hand, via post, etc.) as well as SAM specific campaigns recipients and details.
The example allows you to obtain the list of all individuals whose tickets for "La Traviata" were delivered as "print@home".
In this other example you can get the individuals who received the "Birthday" campaign
Ticket data for your contacts are available here.
The example allows you to obtain the list of all individuals having a ticket for a seat located in “block A”.
Please remember SAM will target cultural contacts, so results will also include those whose products were bought for them by someone else.
Data relating to interactions between your contacts and your institution are available here.
The example allows you to obtain the list of all individuals who have had an incoming “phone call” type interaction
Please remember SAM will target cultural contacts, so results will also include those whose products were bought for them by someone else.
Data relating to existing targets are included here.
The example allows you to obtain the list of contacts included in the intersection of the targets "Fundraising campaign" and "Romeo and Juliette".
Data relating to existing targets are included here, available to be easily removed if necessary from your query's result.
The example allows you to obtain the list of all individuals except those included in the existing target "France"
4. List of selected filters
This is where you will be able to define the conditions of your request. As seen above the button allows you to add a new condition.
When selected, each filter comes with its own set of operators (usually but not always including equal, notEqual, inList etc) and values to define the condition to be applied.
5. Disable/remove filter
These buttons will be displayed for each filter row and allow you to
Disable a condition temporarily → 
Delete a condition
6. Search and results
A simple click on "search" allows you to see the volume of contacts meeting the defined conditions. Please note you'll see on screen only the first 100 contacts.
You can click on contacts to access their files if needed..
After the target is saved and closed you can open it again to have access to export options:
