Filter Marketing Contacts | How To

ShippingEasy will automatically populate the list of contacts on the CONTACTS page. The initial list of contacts will reflect your entire buyer history.

Filtering your contacts on the CONTACTS page allows you to quickly view and group contacts by specific criteria. For example, you may wish to view and group all international contacts, or all recent customers, or a prospect - a potential customer who has not yet placed an order.

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

Filtering Contacts

  1. From the blue navigation bar, expand the MARKETING tab and select CONTACTS.
  2. There are cells to the left of the contacts list help you filter and find specific customers such as customer status, destination and order count. Refer to the "List and Description of Available Filters" section below for full details of options:
    • List
    • Segments
    • Signup Form
    • Store
    • Tags
    • Destination
    • Email Status
    • States
    • Zip Codes
    • Purchased SKUs
    • Purchased Items
    • Order Date
    • Order Count
    • Total Spend
  3. These cells contain check boxes and fields that will filter your contacts for you.

    For example: to see only International contacts, check the International option.

    radio_dial_destination_international.PNG

  4. The filter boxes 'stack'. This means that if you have multiple boxes checked, then the only contacts who match all the selected filters will be displayed. You can even check boxes from more than one cell!

List and Description of Available Filters for Contacts

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

Filter
Options
Description
Lists Displays lists created for Regular Campaigns Easy lookup and filtering of which customers are on a specific list.
Segments Engaged Customers Customers who have either made a purchased or opened an email within the last 180 days
Prospect Customers Prospective customers who have not yet placed an order.
Recent Customers Customers who have purchased once within the last 120 days
Repeat Customers Customers who have purchased more than once within the last 120 days
Inactive Customers Customers whose most recent purchase was more than 120 days ago
Abandoned Cart Contacts that have added products to their cart but have not yet purchased.
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.
No Tags All Contacts who are untagged.
Destination All Contacts from all countries.
Domestic (USA) Contacts from the USA.
International Contacts from outside the USA.
Email Status Marketing OK Contacts to whom you can send marketing email messages. Learn more.
Transactional OK Contacts 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.
Last Email Open Date Date lookup Enter a start and end date to filter for Engaged Buyers who open your emails 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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