Community, does anyone know how to create a targeted list, from our club list, those that purchase more than their quarterly allocation. I want to see if there is a sufficient number of our club members who purchase above their allocations so I can entice them to move to a higher club level. We have 3 club levels, so I am trying to migrate the 2 lower levels to join the club above.
In list builder I see that you can select different types in purchase so I was thinking that if I clicked on website that might select those that have made additional purchases online. Does that sound like it would work?
Hey Bettina,
I think you’re on the right track. Using the List Builder, you can search for active members and filter by Order Types outside your normal Wine Club or Allocation orders. Your results will vary depending on how you use the system.