Creating a marketing campaign with customers that have previously done business or shown interest (q
I'd like to be able to export a list of lapsed customers or contacts that have previously contacted our company. I have tried doing this with filters, but where there are multiple contacts for a company there may be some contacts that have requested a quotation a long time ago, and yet other contacts have regular contact. Ideally a report that shows customers that haven't been in contact for 12 months, you can then create a campaign so that marketing and business development can have new potential contacts to talk to etc
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Leon,
I think you will have to manipulate data in a spreadsheet to finalize the list for this campaign.
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Hi @Leon White !
This sounds just like something that Contacts Timeline can help you with. Learn how to use it here, so you can extract your list for the marketing campaign:
Hope that helps!
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Inês Batata said:
Hi @Leon White !
This sounds just like something that Contacts Timeline can help you with. Learn how to use it here, so you can extract your list for the marketing campaign:
Hope that helps!
Both of these links are dead. Can you add new ones please
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