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How to Generate a Non-Returning Client List for Marketing
Here's a step-by-step guide to creating a targeted client list using the Shortcuts platform.
Steps to Generate a Non-Returning Client List
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Access the Client List Tool
- Navigate to Tools > Marketing > Clients.
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Set Filters for Non-Returning Clients
- Tick the checkbox labeled Non-Returning Clients.
- Select a date range:
For example, to find clients who visited in September but have not returned, count back three months and select the range (e.g., 1st September – 30th September).
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Review the Data
- After selecting the date range, review the filter criteria:
- Visits within the specified date range.
- No subsequent visits since the end of the range.
- After selecting the date range, review the filter criteria:
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Generate the List
- Click Compute, then press Done to process the data.
- Review the generated list and exclude any unnecessary fields.
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Save the File
- Click Save, choose a destination for your file, and save it for future use.
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Utilize the List for Marketing
- Upload the saved file into your marketing platform to target clients effectively.
Key Takeaway
- This tool allows you to pinpoint clients who haven’t returned since a specific visit, enabling focused re-engagement campaigns.