Creating marketing lists with Events

This article explains how the Events tool can be used to generate a list of customers based on some sales or repair job criteria, in a file that can be used in email campaigns. The file will be used with a third-party service to send the emails (as Retailer doesn't have the ability to send bulk general emails to customers).

The Events function is available for all software rental customers. Customers not on software rental will need to transition in order to access this function and additional features. More information can be found in Switching your Tower Systems Software to Rental.

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. Alternatively, 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.

As of Retailer 3.4.4, customers set to be excluded from marketing on the customer screen will not show in these lists. To exclude a customer, bring them up in the Customer screen, and click into the Other tab, then tick the box Exclude from Marketing.

Click Preview Report to generate a report from the customer/event information compiled by the search.
Click Export to CSV and specify 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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