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Saved Customer Search

  1. To start, navigate to the Customers tab.
  2. On the far left, click the magnifying glass icon.
  3. 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.
  4. Click New Search to create a new customer search.
  5. Enter a Search Name.
  6. Select the criteria for the search from the list below. You can select multiple criteria.
  7. Once you've selected your search criteria, click Save.
  8. 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.

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