Incorrect results when using a starting query with persona criteria

When using a starting query which contains persona criteria, such as Email or a user-defined field, your query only searches the persona that matches the starting query criteria, even if you choose to check any persona.
If you want to find an account that matches both criteria, but not necessarily in the same persona, you will need to create a query for each criteria and then intersect them in a compound query. For example, the following steps will show you how to find accounts that have both Address Lines containing "Main Street" and the persona's Company user-defined field with any value on any of their personas.

First we’ll find all accounts that include an address on a specific street:
  1. Click Queries
  2. Click Manage Queries
  3. Select a category that you want to store this query in
  4. Select New Query under the Tasks menu
  5. Name the query All Addresses on Main Street
  6. Set the Starting Query to Base/All Constituents
  7. Set the Data Return Type to Accounts
  8. Under Criteria Matching select Match Each Criteria
  9. Select Account from the Browse Fields drop down menu and click on Address Lines
  10. Fill in Main Street
  11. Click Save and Preview
Next, we’ll find all accounts that include a specific user-defined field:
  1. Click Queries
  2. Click Manage Queries
  3. Select a category that you want to store this query in
  4. Select New Query under the Tasks menu
  5. Name the query Accounts with a Company
  6. Set the Starting Query to Base/All Constituents
  7. Set the Data Return Type to Accounts
  8. Under Criteria Matching select Match Each Criteria
  9. Select UDFs-Persona from the Browse Fields drop down menu and click on Company
  10. Mark the checkbox for Field Has Any Value
  11. Click Save and Preview
Once you have your separate queries, we'll intersect them in a compound query:
  1. Click Queries
  2. Click Manage Queries
  3. Select a category that you want to store this query in
  4. Select New Compound Query under the tasks menu
  5. Name the query
  6. Set the Data Return Type to Accounts
  7. Under Combine the Queries select Intersect
  8. For Query 1 choose All Addresses on Main Street
  9. For Query 2 choose Accounts with a  Company
  10. Click Save and Preview
Please note that you may search different criteria, but the process will remain the same for these queries. Please see our help guides on Compound Queries for guidance on creating your own queries.

Environment

 eTapestry

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