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Pull Custom List of Registrants with Purchaser Status

Pull Custom List of Registrants with Purchaser Status

If you are using Purchaser Tracking in the Sales Center or Lasso's Inventory Center, you can easily pull a list of your purchasers based on the Status of Purchaser. There are two ways to do this as in the instructions below. Instructions also follow for those times when you may want to exclude purchasers from a list if you are sending a promotional mass mail, for example. 

There are two ways to pull a list of registrants with the Purchaser Status:

1 – Click Purchasers under Built-in Lists on the Sales Center Home Page

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OR

2 – Click the green plus button in the Custom Lists panel of the Sales Center Home Pagectpt2.jpg

On the Custom Lists page, select Purchaser in the Status section and click Go.

Note: Refine the list by selecting other criteria as needed.

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Exclude Purchasers from Mass Mail

If you want to exclude purchasers from a mass mail, click on the green circle with a check beside Status. This will change it to a red X. Select Purchaser and then select your other criteria. Click Go. The list will not include registrants with the Status of Purchaser.

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