QUESTIONS THAT APPLY TO THIS TOPIC

• “How do I create a Selection Rule?”
  
• “How do I perform a task (printing, mailing, etc) with just a specific portion of the CGs in my database?”  
  

ANSWER

1. Open Gorilla and log in as usual.
   
2. From the toolbar, click on the  Tools  option, then  Selection Rule Wizard  from the drop down menu. The  Selection Rule Wizard  will appear.
   
   
   
   
   
   
   
   Note that the option,  Create a Brand New Selection Rule , is checked by default.
   
3. Click  Next  to choose the criteria for your selection rule.
   
   
   
4. At this point, you can choose the criteria you wish for the selection rule first by choosing the category on the left side of the window, then clicking on the appropriate checkbox in the right side of the window.
   

Depending on what criteria you choose, other options may appear. These options allow you to fine-tune your selection rule criteria further. Below are a series of screen shots that will show you the different options you may come across.

Pick Matches will come up if the option you have checked has a list of possible options. In this specific example, we have chosen List from the Contact Groups category. Notice on the top left of this window there is an option to Include or Exclude. This is so that you can choose to include one or a few list types. Or if you want all but one or a few list types in the rule, you can choose the option to exclude instead and then choose the ones you do not want in the selection rule. At the bottom right, you can choose to Include or Exclude empty fields.
Text Selection will come up if you choose an item where you need to give it text to look for. I.E. Phone Number, First Name or Email Address. In this window, you have three tabs. You will only use one tab to choose your selection. The list of Allowed Text will look for anything that matches the specific text that you add into that window. Text range will look for anything within the range that you provide. Text Pattern will allow you choose if you want it to look for text that Starts With, Contains, or Ends With.
True/False will come up whenever you choose an option where the field can only be True or False, for example, the Primary field within the Accounts section.
The last type you may come across would be for things like Keywords. This is where you would choose the keyword from the left, then you would check the box to Include in Rule. From there, you can choose the option of Must be Present (if you want only those with the keyword to be in the rule), or Must be Absent (if you want everyone except those with that keyword in the rule). You can check the Date Added box to further filter your results based on when the keyword was added to the contact group.

5. When you have set all the criteria for your selection rule, click  Next  to get the Finish screen.
   
   
   
6. In the box next to  Selection Rule Name , enter a name for the selection rule you’ve just created.
   
7. In the panel on the left, click on the folder in which you want to store your rule.
   
8. From this window, you can see how many contact groups match the selection rule you created. You can also click on View Results to see who will be in this rule before you finish setting it up. If the results are not what you were expecting, click the Back button and edit your criteria.
   
9. Once you are satisfied with the results, click Finish. Your Selection Rule will now appear on the left side of your Finder.   

Please Note : When you create a Selection Rule, your results will be based on how much criteria you choose. The more criteria you include, the fewer results you will have. This is because it will look for contact groups that match all the criteria you select and not just one.

The only exception to this is in the Pick Matches window. As shown above, you can choose more than one items in that window. For that specific criteria, it will look for contact groups that match any one of those selections.   

Check out our video below on Selection Rules.