Find customers: segments for campaigns

Steps

1. Open a contact list (Customer experience → Contacts) and click Find customers.
2. Bought: products, item groups or brands (any of them), in the last N months or between two dates. The period also sets each customer’s figures (invoices, spend).
3. Not bought: products, item groups or brands not bought in the last N months - e.g. *bought oil, no tyres in 6 months*. With none chosen: customers who bought nothing in that time (lapsed customers).
4. How often and how much: invoices at least / at most, spent at least / at most, last purchase after / before.
5. Where and who: the branch they bought at, customer group, town, delivery route (region), company or individual, and whether they can be reached by phone, email or either.
6. Click Find customers: every filter given must hold. Review the result - names, phones, emails, town, invoices, spend, last purchase and what they bought - untick anyone to leave out, and click Add the ticked customers.
7. Keep Keep these filters on the list ticked to make it a dynamic list: Refresh from its filters adds the customers who match later.

Good to know

• On the list: a summary (people, with a phone, with an email, marketing consent, opted out), each person’s purchase details, Remove the ticked people, and Export (CSV - for those with the export right).
• People already on the list are never added twice; a campaign over several lists sends one message per number or email and tells you how many duplicates it removed. Opted-out people are kept out, and promotions only go to those who agreed to marketing.
• Sales counted are issued invoices and till sales - never drafts, cancelled invoices or ones waiting for approval. Walk-in customers are not included.