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Create an order cycle email distribution list for Buyers

Use this workflow to send Buyers that placed an order a bulk email message.

  1. Go to Customers.
  2. Click the checkbox to select all records and then click Download Customers.
  3. Go to Orders and set the date filters to your order cycle range.
  4. Click Download Order Summary.
  5. In the downloaded Order Summary take the following steps:
    1. Click “Data”.
    2. Click “Remove Duplicates”.
    3. Click “Unselect All” and then select Account Name.
    4. Click “OK”.
    5. Click “OK” again.
    6. Highlight the Account Name column records (not the header) and then copy it.
  6. Return to the Customers spreadsheet you downloaded in step 2 and paste the Account Name field from the Order Summary immediately below the last record in the Account Name column.
  7. Highlight the pasted cells with a colour by clicking the paint can icon in the “Home” menu.
    1. Click “Data”.
    2. Click “Sort”.
      1. Sort by: Column D (Account Name column)
      2. Sort On: Cell Values
      3. Order: A to Z
    3. Click “OK”.
      1. If you get a “Sort Warning”, select the radio button for “Sort anything that looks like a number, as a number” and click “OK”.
  8. Go to the top of the spreadsheet and click the cell just above the first colour-shaded cell.
    1. Right-click on your mouse and click “Delete”.
    2. Select “Shift cells up”.
    3. Click “OK”.
  9. Sort the results to align the Account Name with the corresponding email address.
    1. Click “Data”.
    2. Click “Sort”
      1. Sort by: Column D (Account Name column)
      2. Sort On: Cell Color
      3. Order: A to Z
    3. Click “OK”
  10. Delete records that are not associated with a highlighted/coloured cell.