Creating marketing lists with Events

Before you can create a marketing list with Events they need to be setup. Click HERE to learn more.

1. From the main screen of Retailer, Click on Tasks > Events.
2. Start by selecting the Search tab and clicking Show Search Options.
   
3. Select the event type and the event.
4. For Repair and Stock Item event types, use the Last Repair or Purchase and Repair or Purchase Due Date options in conjunction with a date range to produce a list of customers with repairs/purchases within that time frame. Alternately, you can specify the time frame in number of days by selecting Use Manual No. of Days. For Recurring event types, simply specify a date range.
5. For Repair and Stock Item event types, select the relevant Repair Type(s) and Stock Item(s) respectively.
6. Select the customers and/or registered customer identities you wish to search for.
   
7. Click the Search button.

Any events/customers which match the option specified in the search will be displayed when returning to the main Events window.

Click Preview Report to generate a report from the customer/event information compiled by the search.
Click Export to CSV and specifiy a name and location for the file to create a CSV from the information.
Click Export to Email / SMS to send emails and SMS messages generated from your message template to Retailer's Email / SMS queue more information HERE
Click Export to MailChimp to send the list of customers directly to MailChimp

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