Segment your contacts¶

Build a reusable contact segment using filters and save it as a view you can come back to or export.

Quick steps¶

1. Open CRM > Attendees and start from Subscribed.
2. Add filters for your criteria.
3. Optionally sort to prioritize recent activity.
4. Save the view for reuse, export, or email.

Step-by-step walkthrough¶

1. Open Subscribed contacts¶

1. Go to organizer.3common.com.
2. Open CRM, choose Attendee, then select Subscribed.

2. Add a base subscription filter¶

1. Open Filter > Add advanced filter.
2. Set Property to Status.
3. Set Condition to is any of.
4. Set Value to Subscribed.
5. Click Apply.

3. Sort by most recent order (optional)¶

1. Choose Sort and pick Most Recent Order.

4. Build a combined filter for your segment¶

1. Add a filter group, for example:
   • Rule 1: Member Id is not empty.
   • Rule 2: Number of Orders is greater than or equal to 1.
2. Apply the filter group.

5. Save the view for reuse¶

1. Click Save view.
2. Name it something like Subscribed & more than 1 order.
3. Create the view, then select it from the view list to load it anytime.

6. Export or email the segment (optional)¶

1. From this saved view, use the actions menu to export the rows or email the contacts, depending on your goal.

Troubleshooting¶