The Sales History selection option allows you to further focus your email. For example, if you are introducing a new accessory to your stock, you want to notify all customers who have purchased the product that the accessory can be used with, in the past 12 months.
To use Sales History Criteria
1.Check the box to the right of History. This will activate the Branch, Start Date, End Date, and Product Selection Criteria fields.
2.Choose the Branch. Only customers with Sales History for this branch will be included. You can also leave this field blank to include all branches.
3.Enter the Start Date and End Date for the customer history. This determines how far back in a customer's Sales History the system will look for the product information that you select. If you leave the Product Selection Criteria blank, it will include all customers who have placed an order with you from the Start Date to the End Date.
4.Click on the Product Selection Criteria button. This will open the Product Selection Criteria window. Select the product criteria, then click the OK button. The criteria that you selected will be displayed in the box below the button. For more details regarding the Product Selection Criteria window, see the Product Selection Criteria page.
The example below shows that the mailing will include customers who have ordered products from the C5 Product Line, from Branch 01, from 1/1/2008 to 12/17/2008.
You can change your selection criteria by clicking on the Product Selection Criteria button again and re-opening the Selection Criteria window.
Once you have set your selection criteria, you will need to export the list of customers selected so that you can verify contact names and email addresses. See the Verifying Customer Information page to continue.