The Marketing report is a unified contact list that combines customers and e-gift recipients into one row per unique email address. It is available as a data source under Reports > New exploration > Marketing.
When to Use This Report
The Marketing report is the recommended report for:
Building marketing lists and audience segments
Identifying contacts who have opted into marketing
Tracking abandoned carts and re-engagement opportunities
Analyzing customer lifecycle (first order, last order, last e-gift accepted)
Key Things to Know
A single contact may appear as both a customer (they placed an order) and an e-gift recipient (they accepted a gift). These are merged into one row by email address.
The Opted into Marketing column reflects whether the contact's most recent activity included a marketing opt-in. It is based on the latest opt-in event across both orders and e-gift acceptances.
The Last Abandoned Cart At column is only populated for customers whose most recent self-service storefront activity was an incomplete order. If their most recent activity was a submitted order, this column is blank.
Available Columns
Column | Description |
Name | The name of the contact. |
Company Name | The company associated with the contact. |
The contact's email address. | |
Last E-Gift Accepted At | The most recent date the contact accepted an e-gift. |
Last Abandoned Cart At | For customers, the date of the most recent order that was started but never completed. Blank if their most recent activity was a submitted order. Blank for e-gift recipients. |
Last Ordered At | For customers, the date of the most recent submitted order. |
First Ordered At | For customers, the date of the earliest submitted order. |
Marketing Last Updated At | The date at which the contact most recently opted in or out of marketing. |
Opted into Marketing | Whether the contact has opted into marketing (Yes or No). |
Frequently Asked Questions
What does "Opted into Marketing" mean exactly?
It reflects the most recent marketing opt-in decision. If the contact opted in on their latest order or e-gift acceptance, it shows Yes. If they opted out (or did not opt in) on their most recent activity, it shows No.
Can I use this report to build email campaigns?
Yes. Export the report with a filter on Opted into Marketing = Yes to get a list of contacts who have consented to marketing. You can import this list into your email marketing platform.