Filter Marketing Contacts

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 Regular Campaigns.

How To Filter Contacts

  1. Select from the cells to the left of the contacts list to help you filter and find specific customers such as customer status, destination, and order count.

    MKTG_Contacts_FilterOptions.png

    Refer to the "List and Description of Available Filters" section below for full details of options:

    • Lists

    • Segments

    • Signup Form

    • Store

    • Tags

    • Destination

    • Email Status

    • States

    • Zip Codes

    • Purchased SKUs

    • Purchased Items

    • Order Date

    • Order Count

    • Total Spend

Filter Boxes

Once a filter box is selected, only Contacts that match that filter will be shown.

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 checkboxes 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.

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 how to add Contact Tags.]

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 who you can send email messages to.]

  • Transactional OK: Contacts to whom you can send transaction email messages about orders that the customer has placed (delays, color changes, etc.). [Learn who you can send email messages to.]

State

Search by US State: Enter one or more US states.

Zip Code

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 customers who have spent within that range.

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    Tags:
  • #pendo
  • answerbot_article_public
  • customer management
  • inactive
  • customers
  • recent
  • CM
  • prospect
  • repeat
  • customer marketing
  • customers buyers