Building Powerful Filters: Adding and Editing Queries

The Simple Touch control panel empowers you to create customized queries, allowing you to filter your customer data and target specific demographics for your marketing campaigns. This section will guide you through adding new queries and editing existing ones:

Crafting a New Query:

1. Initiate the Process: Locate the "Add Query" button, typically positioned conveniently in the top right corner of the screen displaying your existing queries (Optional: Include a screenshot of Screen 1 here for reference). Clicking on this button opens the query editor screen.

2. Define the Basics: The editor screen allows you to establish core details for your new query. Here's what you'll typically define:

   • Query Name: Craft a clear and descriptive name that reflects the purpose of your query. This will help you easily identify it later.
   • Query Code (Optional): Some control panels allow you to assign a unique code for internal reference purposes.

3. Specifying Conditions: This is where your query comes to life! Define the criteria your customers must meet to be included in the query results. You can set conditions based on various factors, such as:

   • Total Redeemed or Rewarded Points
   • Customer Name
   • Birthdate
   • Purchase History
   • Demographics (e.g., location)

4. Tailoring Your Targeting (Optional): The beauty of the query system lies in its flexibility. You can choose between "Exclusive" or "Mutually Inclusive" conditions. "Exclusive" ensures only customers meeting all your defined criteria are included. "Mutually Inclusive" allows customers who meet any of your criteria to be included, providing broader targeting options.

5. Finalizing Your Work: Once you've meticulously defined your query's name, code (if applicable), and conditions, click the "Save" button positioned in the top right corner of the screen. This integrates your new query into the system and makes it available for use within your marketing campaigns.

Editing Existing Queries:

The process of editing existing queries is just as straightforward:

1. Locate the Query: Identify the query you want to modify on the queries list screen (Screen 1).
2. Initiate the Edit: Beside each query, you'll typically find an "Edit" button. Clicking on this button directs you to the same query editor screen (used for creating new queries) where you can modify the existing query's name, code (if applicable), and conditions following the same steps outlined above.
3. Save Your Changes: Don't forget to click "Save" after making your edits to finalize the modifications and update your query within the system.

By mastering the "Add Query" button and the query editor screen, you can craft powerful and targeted queries that empower you to reach specific customer segments with laser focus within your marketing campaigns. This allows you to maximize the effectiveness of your marketing efforts and achieve your business goals.