Saved Customer Search
- To start, navigate to the Customers tab.
- On the far left, click the magnifying glass icon.
- A Saved Customer Search section will pop out. You can do several things from here.
- Click any of the listed searches to filter the customer list by that search.
- Click CSV Export to generate a CSV file of the customers in the search.
- Click the pencil to edit the search.
- Click the X to delete it.
- Click New Search to create a new customer search.
- Enter a Search Name.
- Select the criteria for the search from the list below. You can select multiple criteria.
- Once you've selected your search criteria, click Save.
- It will add your search to the list with a count of how many customers match the criteria (#3 in the screenshot).
You can then do the things listed under step 3 above, and you can also use this as a distribution list in the Marketr module.