Documentation

Targeted Marketing by Product

Use this report to power your promotions by creating a list of customers with a specific buying history. This report requires you to set specific filters first.

  • Role

    Store Owner / Marketing Manager

  • Job

    Promotional Planning

  • Recommended Use

    Monthly

Benefits to You:

Maximize profits by creating targeted marketing campaigns.
  • Clear out inventory that has not been selling well
  • Highlight new products to customers who are likely to be interested in them.
  • Attract customers back to the store to purchase your common upsells.
Save time building promotional emails
  • Marketing efforts that are personally tailored to customers have a much higher success rate.
  • Instead of wondering who to email and with what offer, quickly identify the exact customers who are likely to be receptive to the exact offer.
Create ongoing campaigns that nurture long term customer relationships.
  • When you make personal offers that truly benefit your customers, their loyalty increases. When loyalty increases, so to does the lifetime value of those customers.

How it's calculated:

  • By default, this report only shows customers who have made two purchases in the last year.
  • Modify further based on filters you set for the two specific purchases.
    • Customers who bought products that fit the filters you set for Sale Line 1
      • Filter Description, SKUs, Default Price, Category, Department, Manufacturer or Vendor to find specific sets of products for Sale Line 1.
    • Customers who also bought products that fit the filters you set for Sale Line 2 some time during their lifetime.
      • Filter Description, SKUs, Default Price, Category, Department, Manufacturer or Vendor to find specific sets of products for Sale Line 2.
      • Filter “Did Not Buy” finds customers who did not make a Sale Line 2 purchase. With only this filter set, the report would show you customers who have bought a single item but have not returned for any other purchase.
      • Filter “Is After Sale Line 1” finds customers who bought Sale Line 2 after Sale Line 1 on a separate purchase.
      • “Days After Sale LIne 1” is used to set a specific number of days between Sale Line 1 being purchased and Sale Line 2 being purchased.

Turbocharge this report:

  • Find customers who bought one product but did not return for another by choosing the “Did Not Buy” filter under Sale Line 2. For example, if you want to see which customers bought a bike but did not return for service: Filter Sale Line 1 Category to contains “Bike” and Sale Line 2 Category to contains “Service” and choose the “Did Not Buy” filter from Sale Line 2.
  • Search for individual products by replacing the Category filters with Description.
  • “Did Not Buy” filter can be used to find customer who have not purchased Product 2 that matches your filters.
  • “Is After Sale 1” filter can be used to enforce that Sale 1 happened before Sale 2.
  • “Days After Sale 1” filter can be used to filter for Sale 2 being a certain number of days after Sale 1.
  • For example, let’s say you recommend a tuneup 2 months after the purchase of a bike. Grab a list of customers who bought a bike 2 months ago, but have not yet bought a tuneup and send them a reminder email. Or perhaps you are a jewelry store who would like a list of customers who bought a wedding ring but have not returned in 11 months for a follow up purchase so you can send them an email with your anniversary promotion.

Next Steps:

    • Identify products you are looking to feature in a promotional campaign.
    • Build a promotional email for the product you are looking to sell.
    • Use this report to help identify the right customers to target.
    • Export the email list of customers from this report, or, add phone number dimension and call customers with a targeted offer.