The Contact Search displays consolidated data from Subscription, User Accounts, and Email Newsletters all in one place. By default results are grouped by E-mail. Click on an individual Contact in the Search Results to open that Contact in the Single Customer View.

📝 This is fundamentally different than the Legacy BLOX CMS Admin’s Subscription Application that displayed individual completed subscription transactions. Additionally, admin account type users are not displayed here. Admin type user accounts are displayed and managed in Admin Management.

Application Navigation

The Application Navigation allows navigation within the selected application. For example, while in the Community Application, Application Navigation allows navigation between Contact Search, Dashboard, Services, Journeys, etc.

In addition, Application Navigation offers options to return to the Home Dashboard, access help documentation, and to collapse or expand the Application Navigation.

Create Shortcut

The Create Shortcut option lets users quickly create any number of items such as an asset or a user account. It recommends options based on the current application and allows users to pin frequently used items.

Key Metric Display

The Key Metric Display provides pertinent Contact Dashboard related key performance indicators (KPI). Click the caret ‘^’ icon on the right to minimize the Key Metric Display.

📝 When minimized this is treated like a user preference, persisting across page reloads and subsequent visits. It will continue to be minimized until the user chooses to click ‘KPIs’, located in place of the caret (‘^’) icon, to display again.

For additional information on these check out our Contact Key Metric Display documentation.

New Subscription / User Account

The New Subscription / User Account options allow the CSR to quickly create either a User Account or a Subscription without leaving the Contact Search.

Selecting ‘Subscription’ opens the Subscription Wizard where the User Account and Subscription can be created in a single setup! See the New Subscription Wizard for additional information on how to setup a new subscription.

Search Filter

The Search Filter allows the user to enter ‘search text’ to filter the search results. Type or paste text within this field to search by E-mail, First Name, or contact Last Name.

Advanced Filters

The Advanced Filters allows for filtering by Contact’s Subscription State, Subscription Service Type, Subscription Start Range, Subscription Expire Rate, Rate Price Range, Account Status, Auth. Type, and Banned [Status].

• Group by Subscription Service: By default the ‘View By Subscription’ option is unchecked ensuring that the Contact Search displays consolidated data from Subscription, User Accounts, and Email Newsletters all in one place, grouped by E-mail. When the Group by Subscription Service (‘View By Subscription’) option is enabled a Contact may show up in the search results multiple times if the Contact has ever been associated with multiple subscription services.

• Subscription State: Returns Contacts with a matching current Subscription State; Active, Grace, Canceled, Former, or Never.

• Subscription Service Type: Returns Contacts with a matching Subscription Service Type.

  📝 Group by Subscription Service should be set to 'View By Subscription' to view all subscription services the Contact has ever been associated with.

• Subscription Start Range: Returns Contacts with a Subscription that started within the given Subscription Start Date Range.

• Subscription Expire Range: Returns Contacts with a Subscription that expired within the given Subscription End Date Range.

• Rate Price Range: Returns Contacts that have, or had, a Subscription rate within the given Rate Price Range.

• Account Status: Returns Contacts that have a last logical Subscription Status of ‘Active’ or ‘Deleted’.

• Auth. Type: Returns Contacts with a User Account that have a matching Authentication Type (‘Password’, ‘Newzware’, ‘SAML’, ‘Google’, ‘Facebook’, ‘OpenID Connect’, ‘Apple ID’, or ‘OpenID 2.0’).

• Banned [Status]: Returns Contacts with a User Account that have been banned.

Quick Filters

Quick Filters are pre-defined searches. There are currently two quick filter searches available, New Starts and Stops.

New Starts

Active and Started within the last 30 days (Subscription State: Active | Subscription Start Range: 30 days prior to the beginning of the current day to end of current day)

Stops

Cancelled within the last 30 days (Subscription State: Cancelled | Subscription Expire Range: 30 days prior to the beginning of the current day to end of current day)

Search Results

Contacts matching the Search Filters and Advanced Filters will be listed in the Search Results.

By default results are grouped by E-mail. When the Group by Subscription Service Advanced Filters option is enabled a Contact may show up in the search results multiple times if the Contact has ever been associated to multiple subscription services.

Click on an individual Contact in the Search Results to open that Contact in the Single Customer View.

Hover over a Search Results column name to view column options (Sort where applicable, Pin, Hide, and Manage columns).