Creating Audiences Using Customer Reference Numbers

Learn how to create more in-depth audiences, for features such as Pricing and SEND, where you can use customer reference numbers to tag relevant customers and create your bespoke audience. In this example, you will see how to create an audience consisting of only recurring customers.

Squeegee Team
20 steps
2 minutes

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You can use SEND and Pricing to create bespoke audiences in your Squeegee account. Sometimes, however, the filters available may not be able to be used to create your desired audience. In this example, we will look at creating an audience consisting of only customers with **recurring** jobs. We can do this via the All Jobs Data report.

First, you will need to generate the All Jobs Data report in the Reporting section. To do this, click into the report and use the top right three dots to 'Download'.

You can then open this up via File > Upload in Sheets, or your preferred spreadsheet software.

Then, click the top left box on the sheet and click the 'Create a Filter' icon. This will allow you to apply filters to multiple columns without affecting the rest of the data.

For example, once enabled, we can click the filter option on the Frequency column. This will allow you to either sort the column or filter it. You can also hide/show certain entries. In this case, I am filtering **out** the '(Blanks)' and 'Ad hoc' values, so that the only shown entries are those of **recurring** customers/jobs. Remember to click 'OK' after choosing your filters.

You can also add filters to generate your desired audience, such as filtering by Price, etc.

Once my sheet is as desired, I will copy the column containing the relevant customer reference numbers, excluding the heading. Once highlighted, copy the column.

You will then want to paste this in an empty column. You can either add a new column or a new sheet. Then, simply paste the copied values in a new column.

We will then need to create a **comma separated string** of the customer reference numbers. To do this, click into an empty cell and type/paste the below: =TEXTJOIN(",", TRUE, A1:A) \ \ If the customer reference numbers are not in column A, you will need to adjust the above code to accurately collect the customer reference numbers.

You should see that this generates a long list, separated by commas.

You will need to copy this again in anticipation of pasting it into a new, empty cell.

However, this time, do not paste instantly - instead, action a right click and make sure to 'Paste Values'. This will copy the string without the TEXTJOIN code behind it.

Finally, copy this list one more time before heading back to the Squeegee app.

In your Customers list, use the search function to paste the copied string from your spreadsheet.

The next step will include bulk tagging your customers. Please note that this function is only available on Advanced or above subscriptions.

Click the hashtag (#) icon on the Customers list and click 'YES' to the prompt in order to tag these customers in bulk.

Click into 'Standard Tags' and add your desired tag. This should be identifiable and not something that can be confused with other job data. Here, I have added the tag #recurringcustomerstag. Make sure to click 'SAVE' afterwards.

You will also be asked to confirm this action. You can click 'OK' here.

Finally, head back to SEND, or Pricing, depending on where you are looking to create your audience.\ In the example of SEND, click into the 'Audiences' section and then 'Create Audience'.

To use the tag to create the audience, click into the 'Field' and switch this to 'Notes (Job & Customer)'.

Make sure the 'Operator' field is set to 'contains' and then paste the set tag in the 'Value' field. Make sure to 'Save Filter'.

You should see that the audience has generated the correct number of customers. Ensure to click 'SAVE' on the overall audience.

Creating Audiences Using Customer Reference Numbers

Squeegee Team
20 steps
2 minutes