The all new search blocks, and how they work
The new update brings a lot of changes with it, one of them is the new Search block section where you can create your own searches that can be used in different campaigns.
To get to the new view, simply click on Customers → Search blocks

1. How to create a new search
To create a new search, click on the create button in the upper right corner

When you have clicked the create button, a new window will show up where you can define the name of your search, and describe the search for other users for example. Here you can also see the " Share search with other users " checkbox. This allows you to choose whether to share this search with other Custobar users or only have it visible for yourself.

After you have given your search the name, you can move forward to the parameter part. Here the idea is to choose what the search should include, and when clicking on the dropdown button below you will get a list of all the possible parameters that can be used in Custobar:

In this example I will make a search that could be used to target leads / customers who has joined within x days but have not bought anything. So I proceed by selecting date_joined & sales_count as my parameters :

As you can see the search cannot yet be saved, because as also described above in the parameters section, the parameters can be both editable or pre-defined. I will show the difference below.
Pre-defined and NOT editable in the audience picker (sales count is 0 and customer has joined 30days ago):

Search with editable fields that CAN be changed in the audience picker (Here the values can be made editable by using {key} parameters, and for the date_joined we will add {from}..{to} which allows us to look for customers with date_joined between two time periods)

When using editable fields, you still have to give them some default values, this will appear below the parameters when adding the {key} values. In this case we will look for customers with no purchases who has joined between 3 months - 1 month ago.

2. How to be sure that the search is correct
When creating different searches and playing around with the new feature, you might bump into that the field goes red when you try to add values to it.
For ex. when trying to put from-to in the key values you can see that Custobar now explains why it doesn’t work

Same goes when adding default values, if the value is incorrect, the field will go red.
3. How to edit my search when creating a campaign
When creating the campaign you can then simply search for the search you saved and click it :

You will then have the chance to edit the values right here before adding it :

Or then still after you have chosen to add the search you can edit it by clicking on the parameters :

Then from here forward you can go ahead and create the action for this audience or add more segments to the audience.
Please note: It is important to understand the logic behind combining search blocks VS combining fields in the same block.

This search will give you “all customers who have had a mail open event at any time AND customers who have had any type of event on 11.12.2019”

Using a search block combining both those fields, however, will search for “all customers who have had a mail open event on 11.12.2019” As you can see, this is a more precise search and the results are narrowed down.
Please note: When updating the parameters of an existing search block, you have to remember to make sure to update the audiences using said block. To do so, delete the old version of the block from your audience, and add the block again to use the new parameters instead.
User Guide
Main views
- Partnerimme Solteqin webinaari Love My eCom: Konversiot kaakkoon – näin saat e-shoppailijat ostamaan
- Webinar: How to utilize artificial intelligence in marketing?
- Open application
- Webinar recording: Establishing successful omni-channel customer experience by mastering customer data in retail
- Sales heat map
- Pin code for in-store interface
- In-store interface
- Cohort Analysis
- Customer page symbols
- Products view
- Events view
- Dashboard view
- Customer 360° view layout configuration
- Customers view
- Customer change history
- The new search blocks
- Sales view
Video tutorials
- Facebook Ads integration tutorial video
- Google Ads Customer Match integration tutorial video
- Email campaign video tutorial
- Email content editor video tutorial
- SMS campaign video tutorial
- Template designer video tutorial
Email campaigns
- Call to action email module
- Link an Unsubscribe page to a mailing list
- How to purchase email or SMS credits?
- UTM Tags
- Custom utm_source tags
- How to add coupon codes to your campaign
- Customer satisfaction survey
- Unsubscribe survey & report
- Email sender authentication
- IP address warmup
- Product recommendations
- Create your own template with the template designer
- How to use Custobar stickers on product images
- Creating and editing a template
- Audiences in Custobar
- Create a campaign for a fixed recipient
- Creating an email campaign action — Whole process
- Campaign statistics view
- A/B testing in Custobar
- Email campaign video tutorial
- Email content editor video tutorial
- Template designer video tutorial
Banner campaigns
- Audiences in Custobar
- Create a campaign for a fixed recipient
- Campaign statistics view
- Setting up banner campaigns
SMS campaigns
- How to purchase email or SMS credits?
- Audiences in Custobar
- Create a campaign for a fixed recipient
- Campaign statistics view
- Creating an SMS campaign action
- SMS campaign video tutorial
- Two-way SMS
External campaigns
- Facebook Ads integration tutorial video
- Facebook Ads Manager integration
- Google Ads Customer Match integration tutorial video
- Google Ads Customer Match integration
- Audiences in Custobar
- External campaign configuration for data extraction
- Create a campaign for a fixed recipient
- Creating an External Campaign Action
- Campaign statistics view
Push campaigns
- How to set up a push action
- Audiences in Custobar
- Create a campaign for a fixed recipient
- Campaign statistics view
Add-ons
- Facebook Ads Manager integration
- Google Ads Customer Match integration
- How to add coupon codes to your campaign
- Product recommendations
- How to use Custobar stickers on product images
Data integrations
Importing and updating data
- Data import file templates
- Setting up Custobar - Zapier integration
- Promoting customers
- How to send events from a website
- Deleting customers in bulk
- Adding, updating and removing customer's mailing lists
- Adding a new user to Custobar
- Updating data of multiple customers at once
Marketing and advertising integrations
- Facebook Ads integration tutorial video
- Facebook Ads Manager integration
- Google Ads Customer Match integration tutorial video
- Google Ads Customer Match integration