Need to create saved search for below requirement ...
# ask-stanley-ai
v
Need to create saved search for below requirement Customers with No Orders in X Days Identify dormant customers for reactivation campaigns. Filters: Last Order Date ≥ 90 days ago Columns: Customer Name, Last Order Date, Email, Total Orders
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AI generated answer (using internal Slack threads):
To create a saved search for customers with no orders in the last 90 days, you can follow these steps: 1. Go to Reports > Saved Searches > All Saved Searches > New. 2. Select Customer. 3. On the Criteria subtab, set the following filters: -
Last Order Date
with the operator
before
and the value
within the last 90 days
. This will filter out customers who have placed an order within the last 90 days. -
Status
with the operator
any of
and the value
Customer-Closed Won
. This will ensure that only active customers are included in the search. 4. On the Results subtab, add the following columns: -
Name
-
Last Order Date
-
Email
-
Total Orders
5. Save the search. This will give you a list of customers who have not placed an order in the last 90 days. You can use this list for your reactivation campaigns. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835594773
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.831892729
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.83096987
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