Searching Past Purchases in Target

customertrax 1. Handle CRM 1.0, x. Uncategorized

Handle lets you quickly and easily create special promotions based on past equipment purchases.

To create a search based on customer’s past purchases:

  1. Select the Target Entity and select new in the bottom right corner
  2. Give the Target a name
  3. Select ‘add fields’ to view list of available search criteria.
  4. Choose fields you wish to search by. Fields are listed alphabetically. The account equipment fields will display “(Equipment)” after the field label.
  5. When all the fields are added select search to generate your target
  6. Learn more about Advanced Search options in Handle to further build, refine, and save your searches.
customertraxSearching Past Purchases in Target