The advanced search tool is a useful way to filter your contacts by criteria you specify. The most common use is to apply tags, but you can also use it to add a lead source, or remove several contacts at once.
To get started, head over to the main navigation menu and click "Contacts" and then "Advanced Search"
Wait a moment while your contact list loads, the more contacts you have in your database, the longer this will take but it usually doesn't take more than a few seconds.
Get started filtering by clicking "Click to add a new condition." A drop-down list opens with all the fields you can search by:
Let's say you want to find all the contacts you added last year for an email campaign aimed at rebooking for this year. Scroll down the list and select "date created"
Next, you'll have to tell Mago what dates you're looking for:
The default is "today" which means that if you clicked apply, it would display all contacts that were created today. To select a different time period, click where it says "within today" and select the period you wish to include from the drop-down. We'll select "last year"
Click "Apply"
After a moment, you'll be shown the list of contacts that meet the criteria you've specified.
From here you can further refine the list if needed. Let's say we want to target only birthday clients, which have the tag "birthday" applied to them already. Just click on "add new condition" and scroll down to "tags" on the drop-down and select your birthday tag and click "Apply." Now you'll have a list of contacts that are tagged birthday AND were added last year.
Time to add your new tag. You'll need to select the contacts from the list to update by either manually checking the box next to each name, or using the "select" drop down at the top of the list. If you have multiple pages of results, be sure to select all the names on each page.
When you've got all the contacts you want to apply your new tag to, scroll down to "Mass Update Selected", enter your new tag in the tag box (being sure to hit enter or tab so your tag turns blue indicating that it was accepted), and click "Update."