Insight: Query - Create a Query

Compare and contrast how your marketing efforts are resonating with your supporters. Add key performance metrics to review and either spot-check the results or export them for offline analysis.

Create an Insight Query

The Insight Query tool enables campaign managers to evaluate results using sets of rules. Building a query is as simple as describing the characteristics of Activities or Messages desired.

Please note that comparing the results of one of these Insight Queries—defined by certain dates—may not necessarily match the results of other reports available in Salsa Engage—such as Transaction Exports—due to filtering definitions.  In other words, be careful not to compare apples to oranges! For example, recurring donations NOT originating within the specified time in the "Pages that Receive Donations" Insight Query are not included in your totals.

1. Click the Insight tab on the left side of the screen.
2. Click the Query tab to open the query tool.
3. Click the Create a New Query button.
   
4. When you land on the Query interface, you will define all the rules and types you want, as outlined below:

Query Type	Activity Type	Forms to Include	Results Time Period	Groups to Include	Metrics to return
Activity Form Performance	All Pages Sign Up Regulation Comment Form	One of these (brings up a list of all forms for a campaign manager to choose from) Any	Before On or Before After On or After Between Exactly During this (Day, Week, Month, Quarter or Year) Not During This, During Last (Day, Week, Month, Quarter, Year) Ever	One of These (brings up a list of all Groups) Any	Name Status Total Submissions New Supporters Created Total Page Views
	Pages that Receive Donations Fundraising		NOTE: recurring donations NOT originating within the specified time in the Insight Query are not included in your totals.		Status Total Submissions New Supporters Created Total Page Views Goal Total Donations Total Dollars Raised Total Recurring Dollars Raised
	Petition				Name Status Total Submissions New Supporters Created Total Page Views Total Petition Signatures
	Targeted Action				Name Status Total Submissions New Supporters Created Total Page Views Total Communications Total Email Messages Total Tweets Total Ineligible Due to Location
	Ticketed Event				Name Status Total Submissions New Supporters Created Total Page Views Goal Total Tickets Sold Total Dollars Raised Total Donations [Count] Total Dollars Raised by donations [Amount] Total Dollars Raised by Registrations
	P2P				Name Status Total Submissions New Supporters Created Total Page Views Goal Total Tickets Sold Total Dollars Raised Total Donations Total Donations from P2P Fundraisers Total Donations from Teams Total Dollars Raised by Teams Total Number of Teams Total Dollars Raised by P2P Fundraisers Total Number of P2P Fundraisers Total Dollars Raised by Donations Total Dollars Raised by Registrations Total Dollars Raised by Purchases

Query Type	Which Blasts		Groups to include		Choose metrics to return
Messaging Blast Performance	Choose specific messages. One of these (brings up a list of all blasts for a campaign manager to choose from). Any Choose messages by date sent. Choose a specific date using qualifiers as listed above. Choose a relative time period from the current date into the past.		One of these (brings up a list of all groups) Any		Split Name Message Topic Split Description Split Subject Total Sent Total Delivered Total Opens Total Clicks Total Unsubscribes Donations Received Dollars Raised Open Rate Click Rate Unsubscribe Rate Supporters Converted—Distinct count of supporters that converted in the SPECIFIED blast Supporter Conversion Rate—Distinct count of supporters that converted in SPECIFIED blast / Distinct count of supporters that were delivered in the SPECIFIED blast Total Conversions—Count of all conversions in ALL blasts. Total Conversion Rate—Count of all conversions in ALL blasts / Count of all delivered blasts. Average Donation Date Sent

In a general sense, conversion means that the supporter took the action that was requested. With Engage emails, a Conversion means your new or existing supporter who was sent the email submitted an Engage activity form as the result of clicking through a link in that Engage email.

Query Type	Series to include		Groups to include		Choose metrics to return
Messaging Series Performance	One of these (brings up a list of all email series) Any		One of these (brings up a list of all groups) Any		Total Supporters Currently in Series Total Supporters that Completed Series Message Topic Total Supporters that Exited Early Total Sent Total Delivered Total Opens Total Clicks Total Unsubscribes Open Rate Click Rate Total Conversions—Count of all conversions in ALL messages of the series. Total Conversion Rate—Count of all conversions in ALL messages of the series / Count of all delivered messages in the series. Supporters Converted in Series—Distinct count of supporters that converted in ANY message of the series. Supporter Conversion Rate of Series—Distinct count of supporters that converted in ANY message of the series / Distinct count of supporters that were delivered ANY message of the series. Unsubscribe Rate

Query Type	Posts to include	Groups to include	Choose metrics to return
Messaging Social Performance	One of these (brings up a list of all social posts) Any	One of these (brings up a list of all groups) Any	Total Comments Total Shares Total Donations Total Dollars Raised Average Donation

5.  Once you've defined your query, click Show Results to see a sample of results.
6. If the query has returned the results that you want...
   1. Export the full set of query results click the Query Options button to the top right of the window
   2. Click Export Query Results.
7. If you might want to reuse your query...
   1. Click Save Query at the bottom right of the window.
   2. You'll be prompted to name and describe the query.
   3. Once saved, the query will appear in the table on the Query tab.

An Example Query

In the example below, a campaign manager queries on Activity Form Performance > Fundraising Forms (any) between two dates. The campaign manager selects the metrics to be included then clicks "Show Results."

After clicking "Show Results", the campaign manager can click on the "Query Options" button at the top right to see a list of metrics to choose from for export.

The export option will be in the Query Action dropdown similar to the Supporter Query tool. You'll have the pop-up similar to the Supporter Query tool to choose the fields you want to export and they will be downloadable in a CSV as shown above.