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--- en:how_to_search_addresses [2021/03/30 09:56] – bk
+++ en:how_to_search_addresses [2025/03/17 09:11] (current) – [Actions] bk
@@ Line 1: / Line 1: @@
-====== How to search addresses? ======
+====== How do I search for addresses? ======
 ===== Searching in the current client =====
-With the menu item //Addresses > Research// you can search for a specific address or data set. The research allows you to use the search criteria //Address data field, Tracking link and X-UID-HEADER//. \\
+With the menu item //Addresses > Research//, you can search for a specific address or data set.
-//Address data field//: A search using the data fields set up for the current client \\
-//Tracking link//: Here a user can be found using a tracking URL in the format <nowiki>http://domain.de/red.php?r=1234&lid=1170000&ln=1</nowiki> gesucht werden \\
-//X-UID-HEADER//: Here a user can be found via a character string in the header of an e-mail (format: lttrd1170000d12345lttrd) \\
 {{:en:addresses_research.png?nolink&800|}}
-Furthermore you can search for IDs or parts of data field contents. You will receive a list of all addresses which conform to the request.
+The research allows you to use the search criteria //Address data field, Tracking link, and X-UID-HEADER//.
+   * **Address data field**: A search using the data fields set up for the current client.
+   * **Tracking link**: Here a user can be searched for via a tracking URL. Expected format: <nowiki>http://domain.de/red.php?r=1234&lid=1170000&ln=1</nowiki>
+   * **X-UID-HEADER**: Here, a user can be searched for via the string of the X-UID header from the head of an e-mail. Expected format: lttrd1170000d12345lttrd
+Furthermore, you can search for IDs or parts of data field contents. You will receive a list of all addresses that conform to the request.
 {{:en:addresses_research_part.png?nolink&800|}}
@@ Line 18: / Line 20: @@
 ===== Searching in all clients =====
-If you work with more than one client you can also conduct a search through all of these clients. Here you can only search for an exact e-mail-address or customer id. Details about the found address can be viewed if you switch to the relevant sub-client.
+If you work with more than one client, you can also conduct a search through all of these clients. Here you can only search for an exact email address or customer ID. Find details of the address found by switching to the relevant subclient and using the address search there.
-==== View or edit a data set ====
+===== View or edit a data set =====
-Select the data set by clicking on the table row. Through the buttons on the right you can perform the following actions:
+Select the relevant data set in the search results by clicking on the table row.
+==== Actions ====
 {{:de:addresses_research_unsubscribe.png?nolink&150|}}
+Through the buttons on the right, you can perform the following actions:
-|//Edit// | Hier findet man unter den Reitern Allgemein, Identität, Adressse und Weitere die wichtigsten Daten wie Name, E-Mail-Adresse, Postadresse etc. Hier werden auch die Aktivitäts-Score-Werte sowie das Nutzerbild des Users angezeigt. Das Feature Aktivitätsscoring ist kein Standard und muss konfiguriert und freigeschaltet werden. |
+=== Edit ===
-| //Unsubscribe// | Here you can manually add the user to the blacklist. This address will now not receive any massages from this client anymore. |
+Here you find the most important data, such as name, postal address, etc., in the sections //Identity//, //Address//, and //Custom//.
-| //Holiday lock, Change e-mail address// | Here you can enter a space of time in which no newsletters will be sent to this user, e.g. because of vacation. After the time is over the newsletter delivery will continue as normal. You may also change the e-mail address. Depending on the configuration a new double opt-in process starts, and a confirmation mail is sent to the old address. |
+=== Unsubscribe ===
+Here you can manually add the user to the blacklist. This address will now not receive any messages from this client anymore.
-<WRAP center round important 80%>
+=== Save the data set as a test user ===
-You can only click on these tabs in the client in which the address is stored. This means if you want to see the details of search results of sub-clients you need to switch to the sub-client. \\ \\
+Here you can add a record to the //test delivery list//.
-The feature //Holiday lock / change e-mail address// is not standard. It has to be setup and activated. If you are interested please contact our support team.
+=== Holiday lock ===
+A period of time can be entered here during which the user will not receive any newsletters, e.g., because of vacation. After the time is over, the newsletter delivery will continue as normal.
+<WRAP round important 80%>
+The action //Holiday lock// only appears if the corresponding feature is booked. If you are interested, please contact our support team.
 </WRAP>
+==== Information ====
-Information about the selected data set is available through different tabs: \\
+If the feature //Omnichannel// is booked, you find a tile for each channel that shows the respective channel address on the identity sheet of the record under //Opt-Ins//.
+{{:en:addresses_research_opt_ins.png?nolink&800|}}
+Further information about the selected data set is available through different items:
 {{:en:addresses_research_result_menue.png?nolink@250|}}
+=== Identity sheet ===
+data set overview
-| //Opt-Ins// | Here you find information about the different opt-ins: E-Mail, App Push, SMS, WhatsApp, Post. |
+=== Opt-Ins ===
-| //Newsletter// | Here it is visible to which of the currently available newsletter a user receives and which they did not subscribe to. Subscription and unsubscription can be managed in this tab. |
+Here you find information about the different opt-ins: E-Mail, App Push, SMS, WhatsApp, and Post. Only available in clients that have booked the //Omnichannel// feature.
-| //Block lists// | An overview of all block lists in which a user is contained. Add them to or remove them from a block list here. |
-| //Mailing history// | The mailing history shows all campaigns / newsletters a certain user received. |
-| //Address generation// | Here is the information about the registration of the selected user (date, IP), in case the user entered the data base through an address generation. |
-| //Target groups// | Overview of all target groups a user i spart of. For auto target-groups you can also view the history. |
-| //Bounce-Details// | Dieses Feature ermöglicht es, sich den Bounce-Header anzusehen und den Grund des Bounces nachzuvollziehen. (z.B. Diagnostic-Code: smtp; 550 Requested action not taken: mailbox unavailable) |
-<WRAP center round important 80%>
+=== Newsletter ===
-The tabs //Opt-Ins// and //Bounce details// only appear if you booked the equivalent feature. When interested please contact our support team.
+HeHere it is visible which of the currently available newsletters a user receives and which they did not subscribe to. Subscription and unsubscription can be managed here. \\
-</WRAP>
+In addition to the "Display all" button, you can also select "Display 'subscribed' only" and "Display 'not subscribed' only".
+=== Block lists ===
+An overview of all block lists in which a user is contained. Add them to or remove them from a block list here. \\
+In addition to the "Display all" button, you can also select "Display 'subscribed' only" and "Display 'not subscribed' only".
-{{:en:addresses_research_mailinghistory.png?nolink@800|}}
+=== Mailing history ===
+The mailing history shows all campaigns/newsletters a certain user received.
+=== Generation ===
+Here is the information about the registration of the selected user (date, IP), in case the user entered the database through an address generation.
+=== Target groups ===
+Overview of all target groups, a user is part of.
+=== Auto target group history ===
+For auto target groups you can view the history.
+=== Bounce Details ===
+This feature allows you to view the bounce header and understand the reason for the bounce. (e.g., Diagnostic-Code: smtp; 550 Requested action not taken: mailbox unavailable)
+<WRAP round important 80%>
+Menu items //Opt-Ins// and //Bounce details// only appear if the corresponding feature is booked. If you are interested, please contact our support team.
+</WRAP>
-{{tag>Addresses Search Newsletter Mailing-History Address-Search Address-Generation Opt-In}}
+{{tag>newsletter mailing_history address_searches address_generations changes block_lists bounce_details e-mail_addresses omnichannel opt_ins }}

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