User wants to create a Dynamic Contact Group of Customers that purchased a specific item.
Solution
Create a Customer Search:
Navigate to Lists > Search > Saved Searches > New
Select Customer
Search Title: Insert a Title
Click Criteria tab > Standard subtab
Filter:
Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.
Select Transaction Fields…
Transaction Filter dropdown: Select Item
Item: Select Any Of
Select the specific item(s)
Click Set
Select Contact Fields…
Contact Filter: Select Global Subscription Status
Global Subscription Status dropdown: Select None Of
Then select Soft Opt-Out and Confirmed Opt-Out
Click Set
Click Results tab > Columns subtab
Fields:
Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.
Select Name
Select Contact Fields…
Saved Customer Search popup:
Contact Fields: Select Name
Select Contact Fields…
Saved Customer Search popup:
Contact Fields: Select Email
Select Contact Fields…
Saved Customer Search popup:
Contact Fields: Select Global Subscription Status
Click Save & Run.
Create a Customer Group:
Navigate to Lists > Relationships > Groups > New
What kind of group would you like to create? : Select Dynamic
What kind of members would you like to include? : Select Customer
Click Continue
Name: Enter a Name
Saved Search field: Select Saved Search created in Step 1
Click Save.