How Do I Create Queries for Orders?

Create and export order lists/segments based on pre-set conditions with the query builder.

The query builder allows you to create lists of orders based on certain criteria such as Sku purchased, orders by POS profile, order history and more.

To create queries for orders first navigate to Marketing > Queries > Order > Select "Add Order Query".

orders

Step 1: Configure

First, add a title for your order query.

Next, use the drop down menu to choose if you want to create an order query that is found in or not found in the subsequent order conditions you setup.

Now you can set up order conditions by using the available drop down menus. For a list of possible conditions, click here.

Select "OR" beside the first condition if you want the order query to meet one of the conditions you create.

Select "Add Another Condition" below the conditions if you want the order query to meet all conditions you setup.

order 2

Once you have your conditions created, select "Add Order Query". The page will save all conditions that you have created and give you an overview of the query. Once you are content with the conditions you have created, select Step 2: Execute. 

Note: After saving the order query, you have the option to 'stack' another set of conditions to apply to the query. Simple save the Order Query and click 'Add Another Set of Conditions.'

Step 2: Execute

Once you have selected 'Execute', you will see the title of your query and a history of last executed date and last executed count and if the query has previously been executed. 

To execute your query select "Execute Query".

execute order

A window will pop up confirming that once you click "Execute Query" the system will process the query and send you the results via email. 

To include the order details with the query results make sure to check the box below before selecting 'Execute Query'.

order query

Create A Order Tag From a Query

After executing your query you have the option to create a tag from the results of the query. On Step 2 of your query, select "Create Tag from List" and enter in a title for your new order tag. 

This will create a manual order tag and automatically tag all orders in the query. 

order tag-2

Execute Query Again

Once you have created a query, you can execute the query again at anytime by selecting the query > Step 2: Execute and select "Execute Query".

Step 2 will have an overview of the last executed date and time of the query. Once you have executed the query, you can create a new tag to tag any new orders in the query. 

Note: The tags you create from a query are automatic, if you execute again and create a new tag from the query, both tags will be on the order. 

Order Query Condition Options; 

Channel

Club

Coupon Used

Department Purchased

Order Date

Order Delivery Method

Order Fulfilled Date

Order Fulfillment Status

POS Profile

Promotion Used

Ship to Country

Ship to State

Single Order Total

Sku Purchased

Tag