Filter by CP Profile data
It would be helpful to be able to also filter customers for mailing by data in their profile. For example, we send out Birthday postcards for 20% off their next sale. We could do this electronically if we were able to filter by birthday MONTH. When we enter birthdays in CP, we don't care about the year, and some customers won't give it, so we just enter a 'default' year, e.g., 11/21/2000. However, we need to be able to filter the Birthday by Month, even if we don't know the year, i.e., filter all customers by BD profile by June, or 6, but not 6/1/2000 - 6/31/2000, which is too restrictive, since we MAY have actual birthdays too, such as 1961.
Also, we sell lingerie, so we keep track of customer's bra size in their Profile data. We would also love to be able to target customers with particular bra sizes when we get new shipments in those special sizes. We'd need to filter on that profile data in order to target an email campaign.
In general, the ability to use profile data would open up a lot of options for targeting our customers in unique ways.
Your suggestion was added to the product. Check out the ’What’s New’ link on the Dashboard and review the Feb 28th release (CounterPoint Customer profile codes). This article will provide you what you need to filter by CounterPoint profile data.
Product Manager - Retail Applications commented
This feature is currently in development
Sean Fell commented
We also collect birthday and send out postcards, but we are tired of doing it manually and want it done electronically. Please hurry as someones birthday is tomorrow, and the next day and the next day......