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Is there any way to create a segment based on orders from SalesHub?

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Posted on by Microsoft Employee

I'm looking to create a segment based on our orders. I was just wondering is this is possible or if there is a way around this?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Is there any way to create a segment based on orders from SalesHub?

    Perfect thank you.

    Sorry to be a pain but could you send a larger image? I can't see the text on one you just sent

  • Suggested answer
    d_radulova Profile Picture
    d_radulova 2 User Group Leader on at
    RE: Is there any way to create a segment based on orders from SalesHub?

    Just because you asked nicely

    pastedimage1575301108112v1.png

    Thanks,

    -DD

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Is there any way to create a segment based on orders from SalesHub?

    This has worked, thank you.

    Could you also please guide me on how to create a segment based on the name of the order?

    I have tried using the following segment, but it isn't pulling through any contacts:

    pastedimage1575299707146v1.png

  • Suggested answer
    d_radulova Profile Picture
    d_radulova 2 User Group Leader on at
    RE: Is there any way to create a segment based on orders from SalesHub?

    Hi @jonrisual ,

    of course you can.

    1. Enable Orders and Order Products for sync with Customer Insights. as per screenshot below

    Marketing > Settings > Marketing data config > Check the boxes for the Order entities > Publish changes > Give it half an hour to catch up.

    pastedimage1575285740366v1.png

    2. Create your segment as per screenshot.

    Marketing > Segment > New > Demographic > New Related entity > Configure segment criteria. You can be more specifioc if you wanted only specific products in the order. 

    pastedimage1575285862777v2.png

    Let us know how you get on.

    Thanks,

    -DD

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