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Infusionsoft Cookbook by Paul Sokol

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Segmenting by last purchase date

When we can segment our customer database based on someone's most recent purchase, it unlocks an entire world of automation potential.

This information can be used to plan promotions, automatically switch paths, or simply enhance an existing report for a deeper layer of insight.

This type of segmentation cannot easily be performed retroactively, so the sooner a business implements this recipe, the sooner they begin building their lake of data.

Getting ready

We need to be logged in to Infusionsoft, inside a specific account and in a new campaign. We also need to have:

  • The shopping cart configured or a live order form
  • The last purchased segments we want to track created as tags, for example
    • Last purchased -> within 30 days ...

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