Skip to content

Quick search

Quick search is an internal search ool that helps you quickly filter and find data across several key tables in the ExpertSender CDP platform. You can use it in:

How it works

When you open the search window, you’ll see a list of available filters. You can search using basic data (like email address or name) or more advanced criteria (like total spend or consent status).

By default, one filter is set up. You can add up to 10 more to narrow your results further.

  • To add filters: Click the Add another filter button.
  • To remove a filter: Click the trash icon next to it.
  • To remove all filters at once: Click Clear all.

After setting your filters, click Search to refresh the results.
If you change any filter, remember to click Search again. Changes won’t affect other filters unless you edit them too.

Types of filters

Quick search supports several types of filters, depending on the data you’re working with:

  1. Text fields –use this to search by things like:
    • First name, last name,
    • Email,
    • Product ID or Order ID,
    • URL.
  2. Number or currency – search for numeric values like:
    • Total spent,
    • Order value,
    • Number of recipients.
  3. Date and time – useful for finding time-based events such as:
    • Account creation date,
    • Last updated,
    • Date of birth.
  4. Selection criteria – these let you choose from fixed options, for example:
    • Attachments (yes/no),
    • Consent required (yes/no),
    • Type of consent and its status: granted, not granted, waiting for confirmation.

Viewing results

Once you run your search:

  • Results appear in the table below.
  • If one of your criteria has no matching data, it’s simply skipped in the results.
  • You can sort results by column – just click the column name. Click again to reverse the order.

Unique search criteria

These are custom fields you’ve set up in your account during the data import process. They allow more specific filtering based on your business needs.

  • In the Customers panel – use the attributes defined in Settings > Customers.
  • In the Orders panel – use order or product features defined in Settings > Orders.
Privacy policy