Using the Vega Query Tool:
Firstly, it is important to know that the Query tool works on the principle that it needs to be easy to create simple lists. Even if you are going to EXCLUDE people you will first create a list of people to EXCLUDE.
So, let’s say we wanted to EXCLUDE all people with an attribute or multiple attributes. This is a simple query to create. If you already have a list of people to EXCLUDE. So let’s create the EXCLUSION list first.
Select an Attribute type to load a list of possible attributes
Now select an ATTRIBUTE TYPE in this example ROLES
REMEMBER we are selecting an EXCLUSION LIST
So we want to EXCLUDE Ambassadors, Trust & Foundation and Corporate (for example). We select each in turn by clicking on them. This Popup appears.
The <> symbol means NOT EQUAL TO or in this case, does not have this attribute. We want people who have this attribute.
So change this dropdown to = and click ADD
Now repeat for CORPORATE And so on.
Notice the QUERY builds up in the pane on the left-hand side
We now add Trust and Foundation and we are ready to run the QUERY. First name the query, and save it.
Now Click SHOW POPULATION
You now use the button ADD RESULTS TO LIST, give the list a name or select an existing list to APPEND to And CLICK ADD RESULTS TO LIST
You have now created an exclusion list. Now to do the main query.
Go Back to the QUERY TOOL
Click on LISTS to see your EXCLUSION list(s)
Now Select the EXCLUSION List you want.
Click the EXCLUDE button
Click add to confirm your selection. You now make your selection. Say all people who are active excluding the exclusion list.
CLICK SHOW POPULATION to generate your list
You can now export the list to EXCEL for a mailing if you wish or/and add the result to a new or existing list. The pre-recorded lists can be found in the My List under the Contacts section.