Reporting on Market

Manager SE Settings, Defaults, Database
Locked
User avatar
AUTO1
50 Club: Regular Contributor
50 Club: Regular Contributor
Posts: 59
Joined: Thu May 11, 2006 8:13 am
Location: Michigan

Reporting on Market

Post by AUTO1 »

In the customer tab, there is a market button where you can setup different marketing groups such as male, female, AARP member, etc. How do I get reporting on these groups? I would like to download them to a CSV so they can be sorted.

Thanks!
User avatar
Silky7
System Guru / Moderator
System Guru / Moderator
Posts: 1106
Joined: Mon Dec 31, 2007 10:07 am

Re: Reporting on Market

Post by Silky7 »

If you'd like to report back on that data, make certain you setup the Referral side of the Market data. Use it on the Referred By: drop-down box on the Customer tab. Then you can run a report. Under the Reports > Management tab, Referral-Marketing will then list these customers and their addresses. Then the report can be exported to .CSV.
M1 Product Manager
User avatar
AUTO1
50 Club: Regular Contributor
50 Club: Regular Contributor
Posts: 59
Joined: Thu May 11, 2006 8:13 am
Location: Michigan

Re: Reporting on Market

Post by AUTO1 »

We do use the referral feature. I would really like to use the group marketing feature we can really target who we want IE:
Female
AAA Member
Senior citizen
Etc.

I can't figure out why Mitchell would let you setup 7 different marketing groups if you can't get reporting on them?

Thanks,
Aaron
Locked

Return to “Database + Settings”