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!
Reporting on Market
Re: Reporting on Market
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
Re: Reporting on Market
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
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