Custom Search filters help you find exactly what you're looking for, whether you're refining AI-generated search results or building your search manually using the search form.

Feature availability may vary.

Accessing the Custom Search Form

1. Login to the Knowland platform.
2. Navigate to Accounts & Events and select New Custom Search.

3. On the search form, pick from Booking, Property and Account filters.

   Note: Each filter can be used on its own or combined with other filters to narrow your search.

Filters Explained: What They Do & How to Use Them

Booking Filters

• Booking Occurrence: Filter by when the booking happened, such as by year, quarter, or month.
• Estimated Attendee: Refine your search based on the event size, whether targeting small meetings or large conferences.
• Booking Length: Differentiate between single-day or multi-day events.
• Meeting Square Footage: Narrow results by events with specific space requirements.
• Event Keywords: Search for specific event types such as "annual" or "training".
• Catering: Use this filter to find events that likely included food and beverage.

Property Filters

• Booking Location: Target the right area, whether by market, submarket, radius around a landmark, or competitive set.
• Chain Scale, Brand Group, Location Type: Refine your search based on property types that fit your needs.

Account Filters

• HQ Account Location: Find companies based in specific areas, ideal for geography-based targeting.
• Market Segment & Industry: Refine by categories like Corporate, Association, or specific industries like Pharma or Tech.
• Assigned Accounts & Sets: Build searches that include or exclude assigned accounts or sets. Be sure to use this filter only if you or your team have assigned accounts or sets in Knowland.

View Search Results & Next Steps

4. Once you've set your filters, click the magnifying glass to generate results.
5. Results are sorted by relevance by default. Switch to Booking Count: Highest First to see accounts with the most activity.
6. Click the grey bar to preview recent bookings for each account.
7. Click the account name to access account level details.
   • Booking details & trends
   • Account contacts (if available)
   • Other key insights
8. Use the person icon on the right to assign accounts for follow-up.
9. Open the Search Actions Menu for more options:
   • Edit the search to refine your results.
   • Export results for offline use.
   • Schedule reports to receive updates weekly or monthly.
   • Send now to share the report with a team member.

Locate Your Searches

From the homepage, find the My Searches widget for quick and easy access to all your searches.

Need Help?

Contact clientcare@knowland.com for assistance.