Creating a Search for Customers with No Recent Activity
To get a list of customers who have not made any purchases for a specified period of time, create a saved search for customers with no recent activity. You can use this search to identify customers you may want to contact.
Watch the following video for a tutorial on how to create a saved search for customers with no recent activity.
To create a search for customers with no recent activity:
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Go to Reports > Saved Searches > All Saved Searches > New and click Customer.
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Enter a title for the saved search.
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On the Criteria subtab, click Summary.
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In the Summary Type field, select Maximum.
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In the Field column, select Activity Fields....
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In the popup, select Date.
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Select not after, and then (Relative). On the next line, enter 1 and select months ago.
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Click Set. This filter limits results to customers with no activity in the past month. You can enter a different relative time period to search for customers with no activity for a different period of time.
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On the Results subtab, click Columns.
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Select Name from the list. In the Summary Type field, select Group.
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Click OK.
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Add a new column and select Activity fields....
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In the popup, select Date.
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In the Summary Type column, select Maximum.
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Click Add.
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Save the search.