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Creating a contact list based on orders

Learn how to create contact lists based on customer order data, including order details, products, vouchers, and rewards.

Written by Mishal Ahamed Ibrahim

Creating a contact list based on orders

  1. Go to CRM → Lists.

  2. Click Add list and select either Dynamic list or Static list, depending on your needs.

  3. On the right-hand side, click Filter group.

  4. Select Order as the filter type.

  5. Under Order attributes, choose the information you want to use to build your contact list. Available options include Applied items, Location, Total order amount, Sub total, Total discount, Payment status, Order status, Channel, Created at, and Reference.

  6. Under Related, you can create more specific order filters based on Product, Voucher, or Reward.

  7. Configure the conditions for your selected filter based on the contacts you want to include.

  8. Once you've configured the desired filters, click Activate to activate and view the list.

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