Searching for a contact record

You can search for a contact using various details.

Searching for a member by name

To find a specific contact in Horizon using their first and/or last name:

1. Click Contacts in the left-hand navigation.
   
   
2. In the search bar, type the contact's name and click
3. A list of matching contact records will be displayed. The  action buttons on the right will allow you to view, edit, delete or preview the contact.
   

Searching for a contact by email address

To find a specific contact by their email address:

1. Click the Contacts tab.
   
   
2. Under the search bar, click the advanced search button
   
   
   
3. In the first box (on the left), click
   
   
4. From the 'select group' drop-down list, select Channels.
   
   
5. Click 'Select' to the right of the 'Email' field.
   
   
6. You'll be taken back to the Contacts screen. Enter the email in the right-hand box. Alternatively, you can change the middle box 'Is' to another search filter. For example, you may want to use 'contains' to find all contact's with a hotmail.com email address.
   
   
7. Click 'Search'

Searching for a member using other details

There are many other search options available.

To see what's possible, use the advanced search, then click  as you have done above. You can look through the 'select group' drop-down menu, or if you want to find something in particular, take a look at the information below. 

Additional contact's details, such as survey data, will most likely be found under a custom field. If you are unsure where to find this, please get in touch.

Select group	Description
Type/Group	Type of contact, Member of group, Member of division.
Permissions & preferences	The opt-in consents that a member has provided, including dates, plus spam complaints, loyalty enrolments and withdrawals.
General details	Name, birthday, date of birth, gender, status (individual or business), contact state, Is protected, tenure date, exclude from processing
Location	Address details.
Contact activity	Details of any messages (e.g. emails) that have been sent to a member.
Relationship	The member’s 'Persona', 'Lifecycle stage' and ELVIS scores.
Loyalty & Rewards	The member’s membership number, membership type (individual or group), member level, card type, card number, Card type supports voucher redemption at POS, Home site, points balance, points earned this (or last) week (or month), points redeemed, scheme join date, last login date, order and spend totals, loyalty account status, completed “loyalty behaviours” and other general loyalty details.
Loyalty Transactions	The type, date and count of loyalty transactions (e.g. purchases) that the member has transacted.
Wallet	Details of all offers or rewards that have been redeemed.
Wishlist	Details of all offers, rewards or custom behaviours that the member has added to their Wishlist. Wishlist rewards that are achievable or in progress.
Home site	The member’s home site (number, name and address), to which they have a geographic affinity based on observed transaction behaviour.
Order insight	Source, Transaction Status, Transaction Id, Transaction Type, Transaction Date, Transaction Date.Year, Transaction Date.Month, Transaction Date.Day, Currency, Total Sales Excl Tax, Total Sales Incl Tax.
Audit case	The date, ID, type, description and solution of any audit cases, plus created and last updated date.
Group membership changes	Group, Last left group, Last joined group
Channels	The member’s communication details (email, SMS, etc).
Campaign activity	Marketing campaigns that members have been included in, Campaign type, plus the date/time of their most recent campaign engagement.
Created/updated	The contact’s 'created' and 'last updated' date in Horizon.
Link category	Whether a contact has clicked a link in an email, which has been tagged as a link category.
Custom fields	Any custom fields, you have set up, will show at the bottom of the 'select group' list.