Wednesday, September 26, 2018

Search Customers which Subscribed to all Selected Subscription Categories

User created the following Campaign Subscriptions in Setup > Marketing > Campaign Subscriptions
  • Marketing
  • Newsletters
  • Product Updates
User needs to pull up all customers that are subscribed to both Marketing and Newsletters. If customer is subscribed to Marketing only, then customer should be excluded from the result. 

Using the Search Criteria (Criteria tab > Standard subtab) below does not work:
  • Subscription is any of Marketing, Newsletters
  • Subscription Status is true

This is because the search still includes customer that is subscribed to one campaign subscription only.

To resolve this, perform the following steps:
 
1. Navigate to Lists > Search > Saved Searches > New.
 
2. Select Customer.
 
3. Provide a Search Title.
 
4. In Criteria tab > Standard subtab, select Subscription Status is Yes.


5. In Criteria tab > Summary subtab, set:

  • Summary Type = Sum
  • Field = Formula (Numeric)
  • Formula = case when {subscription} = 'Marketing' then 1 when {subscription} = 'Newsletters' then 1 else 0 end
  • Value = 2


6. Under Results subtab > Columns subtab, set Summary Type Group for Name field.

7. Click Save & Run.

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