The example below looks at divers converting from DSD to Open Water.
In the Customer Search Wizard look for those who have done DSD this year:
On the Results page, select all and then right click and add them to a Mailing List – useful here and in the Agent later – as below:
You now have a Mailing List of DSD 2017, for example, that you can use for all kinds of things – marketing, reporting, sales, etc.
One thing you can do is to see who has done OW:
or, perhaps more importantly, who hasn’t done OW:
So, in the example above, of 1487 doing DSD, 40 did OW, 1447 haven’t yet. And I can immediately send a MailChimp campaign to these 1447