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

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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?

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d_radulova 2 User Group Leader on at

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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.

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.

Let us know how you get on.

Thanks,

-DD

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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:

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d_radulova 2 User Group Leader on at

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

Just because you asked nicely

Thanks,

-DD

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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

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