Option 1: Include only a primary email address and constituents without an email address

Start your query:
  1. Navigate to Analysis, then click on Information Library
  2. Click Add an ad-hoc query
  3. Select the source view you need and click OK
Add fields to Include records where:
  1. From the left column, expand Constituents and select  Email Addresses. From the middle column, drag Primary email address to Include records where. Set the criteria to be Equal to Yes
    • Note: For a membership query, from the left column expand Members > then expand Constituents
  2. To also include constituents without email addresses, from the middle column, drag Email addresses to Include records where. Set the criteria to be Blank.
  3. In Include records where, click the second line item and select the OR feature
  4. Group the two fields together using the parenthesis feature:
    • In Include Records Where, select  the first line item: Email Addresses\Primary Email address, and click Add Left Parenthesis button. 
    • In Include Records Where, select the second line item: Email Addresses\Email Address, and click Add Right Parenthesis button.
Add fields to Results fields to display:
  1. From the left column, select Constituents. From the middle column, drag Email address to Results fields to display (as well as any other fields you would like to output)

Option 2: Include only a primary phone number and constituents without a phone number

Start your query:
  1. Navigate to Analysis, then select Information library
  2. Click Add an ad-hoc query.
  3. Select the source view you need and click OK
Add fields to Include records where:
  1. From the left column, expand Constituents and select Phones. From the middle column, drag Primary phone number to Include records where. Set the criteria to be Equal to Yes
    • Note: For a membership query, from the left column expand Members > then expand Constituents
  2. To also include constituents without phone numbers, from the middle column drag Number to Include records where. Set the criteria to be: Phone number\Number is blank.
  3. In Include records where, click the second line item and select the OR feature
  4. Group the two fields together using the parenthesis feature:
    • In Include Records Where, select  Phones\Primary phone number and click Add Left Parenthesis button. 
    • In Include Records Where, select Phones\Number and click Add Right Parenthesis button

Add fields to Result fields to display:
  1. From the left column, select Constituents. From the middle, drag Number to Results fields to display (as well as any other fields you would like to output)