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How to: Filter my list of Customers

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Upon adding Customer Management to your account, ShippingEasy will automatically populate the list of customers in the ALL CUSTOMERS page. The initial list of customers reflects orders that were downloaded into ShippingEasy over the previous 150 days.

Filtering your customers on the ALL CUSTOMERS page allows you to easily and quickly view and group customers by specific criteria. For example, you may wish to view and group all international customers, or all new customers, or all customers who spent more than a specific amount.

Once filtered, it's easy to create Customer Lists. These can then be used to create email Campaigns. Learn more.

List and Description of Available Filters

Each of the filters provides a different set of values, as described below.

Filter
Options
Description
Customer Status Prospect Prospective customers who have not yet placed an order.
Recent Customers who have purchased once within the last 120 days
Repeat Customers who have purchased more than once within the last 120 days
Inactive Customers whose most recent purchase was more than 120 days ago
Store Account specific The store in which your customer placed an order.
Tags Account specific Descriptions that you define for segmenting your customers. Learn more.
Destination   All Customers from all countries.
Domestic (USA) Customers from the USA.
International Customers from outside the USA.
Email Status  Marketing OK Customers to whom you can send marketing email messages. Learn more.
Transactional OK Customers to whom you can send transaction email messages about orders that the customer has placed (delays, color changes, etc.). Learn more.
State Search by US State Enter one or more US states.
Zip Codes Search by US Zip Code Enter one or more US Zip Codes.
Purchased SKUs Account specific Enter one or more SKUs to filter to just customers who have purchased those SKUs.
Purchased Items Keyword filter Enter one or more keywords to filter to just customers who have purchased items with a matching description.
Order Date Date lookup Enter a start and end date for customers who ordered in that period.
Order Count Numeric field Enter a minimum and maximum for customers who have ordered within that number of times.
Total Spend $ Numeric field Enter a minimum and maximum dollar value for customer who have spent within that range.

 

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