Saturday, June 15, 2019

Saved Search for customers receiving Campaign Emails with related Sales Orders

Create a Saved Search for customers receiving Campaign Emails with related Sales Orders

1. Navigate to Reports > Saved Searches > All Saved Searches > New

2. Select Customer as the Type of search 

3. Under  the Criteria tab > Standard sub tab:
- Campaign Response Fields ..  = is Response is Sent
- Transaction Fields .. Type = is Sales Order
- Transaction Fields .. Date created = a date range

4. Under the Results tab
- Name
- Transaction Fields .. = is Type
- Transaction Fields ..= is Number
- Transaction Fields ..= is  Amount (Transaction Total)

5.  Under the Available Filters tab:
- Transaction Fields .. = is Type
- Transaction Fields .. = is Date
- Transaction Fields .. = is Amount (Transaction Total)

6. Save and Run

User will see all the related Sales Orders with the transaction total that has received the Campaign Email.

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