Hello,
I have a group of about 500 customers that recently answered a consumer survey we put out. I would love the ability to export this specific set of customers and see the total number of each product they have purchased over their lifetime.
My initial thought was to bulk tag all survey respondents and then export, but the standard customer export does not include product purchase data.
I have all of the email addresses for each respondent so I am hoping there is a more efficient way to do this than manually going through each customer and tallying up the various products they have ordered over their lifetime.
Any ideas?
Thanks!
Hello @joshguss a general ETL merchant friendly solution is see if a reporting app like report toaster can report/export the combined data. Or to get such data out in CSV or into excel is to us an export app like ez-exporter, matrixify.
There’s also the scriptable app usemechanic to build custom data, with starting examples for exports or reports, or customer purchase. The monthly cost of that app can be much cheaper but may be higher due to bespoke script development time/cost.
Hey there @joshguss ,
If you’re open to using an app, our EZ Exporter app might be able to help here.
In the app, you can create an Order data export and filter the data by the associated customer record’s Tags field.
So what you could potentially do is something like this:
-
Bulk tag the customer records as you’ve mentioned.
-
Create an Order data export in EZ Exporter, include the line item fields, and then add this Custom Filter:
Customer Tags contains my_tag
- Group the data by the customer email + line item SKU (or line item variant ID) and aggregate the line item quantity field to get a count of total quantity purchased per customer and variant.
We have a 7-day free trial, so if you just need a one-off export then just uninstall the app before the free trial period ends and your account won’t get charged.