How do I search for contacts who used shared links?

Overview

Once you've implemented referrer tracking, you can create targeted lists of supporters who acted through shared links to better understand referral patterns. 

Step 1: Access the list creation tool 

1. Navigate to your contacts or lists section 

2. Select Create A List to start a new search 

Step 2: Use the Online Forms search criteria 

1. Locate the Online Forms section in the search criteria 

2. Expand this section to view the available fields 

Step 3: Search using referral criteria 

1. To find contacts who took action through shared links, use these fields: 

1. Referred By: Search for contacts referred by a specific supporter 

2. Referred Through: Find contacts who used links shared via specific channels (Facebook, Twitter, etc.) 

2. Set your search parameters based on which referred contacts you want to find 

Step 4: Add additional search criteria (optional) 

1. Narrow your search with additional criteria such as: 

1. Form Name: Focus on specific campaigns or actions 

2. Date Range: Find referrals within a specific time period 

3. Form Type: Search for referrals to specific form types (petitions, donations, etc.) 

Step 5: Save and use your list 

1. Run your search to generate a list of contacts who used shared links 

2. Save your search criteria if you want to run this list again in the future 

3. Use this list for targeted follow-up, analysis, or to identify patterns in referred actions 

What else do you need help with? 

• Understanding Referrer Tracking and Social Share Buttons 
• How do I search for contacts who are sharing my forms? 
• How do I view and report on referral data?