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Exporting a List of Individuals that purchased a Particular Product or Products

Getting a list of individuals who have purchased a particular product or products is very easy in MatrixMaxx.  Here is what you need to do:

  • Go to the Reports Tab
  • Then go to ‘Advanced Individual Search’
  • Expand the Activities Section
  • Select ‘Made Purchase’
  • Click ‘Add Criteria’
  • Select the Date you want (After 1/1/2013, for example)
  • Enter the product ID(s) with commas between them of the product(s) you want
  • Click the ‘Export’ button at the top or bottom of the screen
  • On the Export screen, choose the fields you want to output

That’s it, This will give you a list of all individuals who have purchased a particular product.  You can also use this search as criteria on an Individual Mailing List.