This article explains how to build a Campaign Monitor segment of customers haven't purchased since your latest offer went out, or ever. Use it when you want to send a follow-up or reminder email. For example, you might remind your Tier One members who haven't ordered from the spring release, or send a last call before an allocation closes.
Building the Segment
Sync Your Customer Data to Campaign Monitor
First, you will want to Sync your customers to Campaign Monitor. To make sure recent order dates populate in Campaign Monitor, follow the steps below.
In Offset, navigate to the Customers tab
Select the Sync dropdown
Choose Sync Customers with Campaign Monitor
NOTE: Large customer lists can take a few minutes to sync. Wait for the sync to finish before building the segment.
Create the Segment
Once you have synced your customer list, the next step is to build the segment.
In Campaign Monitor, select the Lists & subscribers tab
Select your synced Offset list, named Customers (Full Sync with Commerce - DO NOT DELETE)
Select Segments in the left side menu
Select the Create a new segment button
Select the edit pencil and name the segment
NOTE: Use a name that identifies the Group and the purpose. Example: "Tier One - Not Yet Purchased".
Add the Group Rules
The first rule you add is based on the group details, using the existing groups in Offset.
In the first dropdown, select Custom Fields
Select Groups
Select contains
Type a single word that is unique to the Group name in Offset
IMPORTANT: The contains rule matches every Group name that includes the word you enter. For example, if your Groups are named "Tier One," "Tier Two," and "Tier Three," enter One, Two, or Three so the segment only pulls the Group you want.
Add the Last Order Date Rule
Once the group rule is added, you will add an "And" rule with the last order date details.
Select Add "and" rule
Select Custom Fields > Last_Order_Date > is on or before
Enter the day before your offer went live
Add an "or" condition to the Last_Order_Date rule, then select Custom Fields > Last_Order_Date > is not provided
Select Save
For example, If your offer went live on August 15, enter August 14. The "is not provided" condition includes Group members who have never placed an order.
IMPORTANT: If you pre-sold any of the release wines through admin orders before the offer went live, enter the day before your first sale of those wines instead.
Here is what it would look like....
Once the segment is saved, select it as the recipient list when you set up your follow-up campaign. You can reuse this segment for future offers as long as your Group names stay the same. Before each new offer, update the date in the Last_Order_Date rule and sync your customers again.