After launching an offering we usually have admin users from the winery ask, “I sent out my Spring offer last week and I want to send up a follow up email to all the people that have not made a purchase yet.”
-First, make sure to sync your Offset customer list so that all data on recent orders will be transferred to the customer records in Campaign Monitor. On the main Customer's page in Offset, in the upper right corner area you will see a "Sync" drop down button. Choose "Sync Customers with Campaign Monitor". Let that process run because with large customer lists it can take a minute or two.
-In Campaign Monitor go to your “Lists & Subscribers” tab. Click on your synced list from Offset, usually this is named “Customers (Full Sync with Commerce - DO NOT DELETE)”
-In the left margin you will see a text link called “Segments”.
-On the Segments page, on the right side you can click the “Create a new segment” button. Once in there, this is your rule setup:
> “Define a rule based on…”
> Custom fields > Groups > Contains > type in a single word that is unique to the Group name in Offset
(We recommend naming groups "Tier One", "Tier Two", "Tier Three", etc. Then the single unique word you enter into the cell in Campaign Monitor will be One, Two, or Three. This allows their segmentation feature to isolate only the people you want from your Groups.)
> AND
> Custom fields > Last_Order_Date > Is on or before > August 14, 2025
(If your offer went live on August 15 you set this one day before. If you pre-sold some of these new release wines behind the scenes beforehand, placing admin orders for customers, and you want to account for those, you will need to do some research to find the first date in which you sold these wines.)
> OR
> Custom fields > Last_order_date > Is not provided
(To cover the blanks for clients in the group that have never placed an order)
Then name the Segment something like “Tier One - NOT YET PURCHASED” and hit the “Save” button.
Here is what it would look like....
You can then select that segment for your next campaign send.
**Very Important** You can reuse these segments year after year if your Group names don't change, just remember to update the date in the second rule!!