With One Stop Marketing for Actinic Ecommerce you can extract your customer details from your Actinic database.
By default all customer invoice addresses for today's complete orders are collected. Each of these parameters can be changed.
Dates
The date to select orders from can either be the Order Placed, Order
Completed or Order Received date. The date range can either be a specific
date range or up to or from a certain date. To select up to a certain date un-tick
the From field and enter a date in the To field. To collect information
from a certain date un-tick the To field and enter a date in the From
field.
Order Status
If you are interested in certain customers based upon their order status, for
example, if their order is still pending and hasn't been shipped for 2 weeks,
you can select which order status' you are interested in.
Payment Status
You can select the customer details from the orders with a certain payment status.
For example, you may want to email customers who have made an Excess Payment.
Collect Details
From You can select which address to collect from the order for each customer.
This can either be the Invoice Address or Delivery Address.
Export Customers
Accounts
Analyse
the buying patterns of your account customers
Format
The CSV file can be exported in 2 formats. Standard or Microsoft
Format. The Microsoft Format file uses a naming convention for the fields
that matches the Microsoft Office standard. The Standard Format can be
used to import into Group Mail or another product that supports CSV import.
Filter on 'Keep
Details Private'
You can choose
to only include people who have requested such as option (in replying to the
default question, Occasionally we share our address list with other businesses
so they can contact you regarding outstanding offers that they may have. Check
here if you want us to keep your contact information private and do not wish
to receive these offers). Depending on how you have phrased your question you
can choose to include customers by either having this option ticked or unticked,
by using the Include when ticked or Include when not ticked option.
Filter
on User Defined Fields
You can also set-up additional fields to see if people want to be in your marketing
campaign. If you have use the How did you find our site?, What was your reason
for buying or User Definable 3 fields (User Definable1, User Definable 2 or
User Definable 3 in the General Information tab, under Web site (cont) in Design
Text in Actinic) fields you can also filter on specific values (case insensitive).
If you have a One Stop Marketing Advanced license you can use advanced filtering. This provides you with additional tools to search for customers within certain locations and who purchased certain products. This is shown below:
Once you have specified the orders to search, enter a filename to export to. You can either preview the customers or export the information to the file. If required, once the information has been shown in the preview window you can then export the information Any duplicate customer names are removed before creating the list.
If you are using the advanced version you can also print customer information onto labels or directly onto envelopes or print a summary report.
You can also specify how to create the file containing the customer details. The advanced version also allows you to identify customers by their postcode, name or order number. This can be useful if they haven't specified an email address.
You can run One Stop Marketing from a command-line. This allows you to automatically export customer details. If used in conjunction with One Stop Automation you can export customer details automatically as orders arrive.
