To create or export a list of customers that spent last year but have not been in this year:
- Click Customer > Find.
- On the General tab, check the boxes for Preferred Contact Methods Only (Phone / Address / Email / Social).
- If you only want customers that have email addresses, type =ANY into the Email field. Likewise, if you only want customers that have addresses, type =ANY into the Address field.
- On the Results tab, set Addressee to Each Individually.
- On the Amt Spent tab, under Has Spent This Much, set $ Amount to $1,000 with a Date Range of Last Year.
- Below that, under Has NOT Spent This Much, set $ Amount to $1 with a Date Range of This Year.
- Click OK to generate the list.
- You can right click here to immediately export OR use the Group / Mailing List button to create a new group or add them to an existing group.