Customer Search (Legacy)
The Customer Search form is used to locate and filter a result list based on common data points or information within the customers' record. Search is used to create lists for targeted marketing email campaigns, create export files and bulk modify results to update information in each record. Use the search form to create groups of customer based on their location, purchase history, spending trends, club memberships and more.
The Legacy Customer Search Form has four main sections:
- Search Customer Information
- Address & Email
- Wine Club & Allocation
- Purchase history
Note: What does Legacy mean, anyways? A legacy feature is an older and deprecated tool that will no longer be enhanced, and will eventually be phased out of the system. Customer groups made with legacy search will not be available as target recipient groups for campaigns. All campaign groups must be created in the new search forms.
Search Customer Information
| eCellar ID | Database assigned customer number |
| First Name | Customer First Name |
| Last name | Customer Last Name |
| Company | Customer Company Name (if applicable) |
| Customer email address | |
| Username | May be the same as email address |
| Phone | Primary customer phone number |
| Active | Default setting for Active Customers only. This field can be changed to look for Inactive Customers or Both Active and Inactive |
| Account Created | What date range Customer accounts created |
| DOB | Customer Date of Birth |
| DOB: Time Period | Smart Search: Dynamic - Yesterday, Last Month, Last Three Months |
| Notes | Search on a phrase or word within the Customer Notes |
| Tags | Unique Identifier added to the Customer record |
| Customer Type | Select one or more customer types such as General Consumer or Wine Club |
| Customer Source | Denotes how the customer came to be in your database. Such as Web, Tasting Room or Referral. |
Address & Email Criteria
| Zip Code Radius |
Find customers within a maximum of 50 mile radius of the desired zip code. This functionality can be applied to either the Billing or Shipping zip code, or both |
| Bill State or Ship State | Search by State for billing or shipping address, and if they wish to receive postal mail or not |
| Email is | Identify customers with (or without) a blank email address |
| Wants Email | Customers who have or have not unsubscribed from email campaigns |
| Bounced | Customers with the email bounce alert in their account |
| Sent email Campaign | Identify customers who were "Sent" a particular email campaign |
| Additional Options | If a customer was sent a campaign, identify those who did/did not open a specific campaign |
Wine Club & Allocation criteria
If the Wine Club Module is active, this section on the left will be available. If the Allocation Module is active, the section on the right will be available, and both sections will display for any brands or enterprise companies that use both modules.
| Wine Club Tiers | If no tiers are selected, then the form will default to search ALL tiers. Otherwise, select only the desired tiers. |
| Ship State | Search only based on the ship address assigned to the club membership. |
| Delivery Option | Pickup or Ship |
| Gift ? | Yes or No |
| Subscription Status | Active or Cancelled |
| Signup Date | Date the club subscription began |
| Suspend Dates | Locate any customers that are suspending during the date range entered. |
| Hold Ship Date | Locate any customers with a specified hold ship date based on the date range entered. |
| Cancellation reason | Select a single or multiple cancellation reasons, along with choosing the Cancelled status. |
| Credit Card | Ability to search on upcoming expiration dates. |
| Allocation Event and/or Allocation Tier | Select a specific event then all related tiers |
| Is NOT in any allocation tier | Or identify customers who may have been left out of a tier assignment. |
Purchase History criteria
| By Date | Search for customers who have or have not made a purchase since a specific date. |
| By Lifetime Spending | Locate customers with a specific lifetime spending total. |
| By products purchased | Find customers who have purchased a specific product by quantity, or a product that "sounds like" to find all Cabernet, or all 2011, by searching for any keyword in a product title. |
Sort and Filter Results
Results can be filtered to deliver only the top accounts in a result set. This is an excellent way to review the top performers of your database, and review only the top 25, 50 or 100 customers by volume rank (how much product they've purchased.)
Use the Order By drop-down to select the sort order of your result list. You can also sort the results on the list page too!
- Account Creation Date
- Last Name
- Rank
