BAYiQ’s List Builder is a great way to build a very specific customer list from your database which will enable you to build a strategic message for a very targeted group of people.
From the home page, click on the dropdown menu on the Marketing tab and click on Campaign Builder:
Once you are in the list builder, you will see (down the left side) all of the filters you use to run the report. Please select the filters you want and hit hit update.
1-The Market dropdown shows the name of your store.
2-Store – if you have more than one location you can select all locations, a single location, or any combination of locations.
3-Rewards Type – you can select Rewards Customers, Non-Rewards Customers, or All
4-Customer Type – This lists all customer types you have set up in your system. Retail, Commercial, Fleet, Military, Wholesale….whatever you have set up.
5-Contact Type – You can pull information based on Email addresses, Phone numbers, or addresses
6-Last Service – Pull information according to customers last visit, are they a current active customer, high risk, lapsed, lost, or do you want to pull customers based on a specific date range.
7-Transactions – If you choose to only look at customers who have been into your store at least 1 time, you can enter that here, you can also leave it blank if you just want to see everyone who's visited regardless of the number of transactions.
8-Minimum Transaction Total - Leave blank to show all transactions regardless of total or filter based on the amount your customer spent with you.