Product-based customer selection helps you identify all customers purchasing a specific item, enabling targeted marketing campaigns and precise product information.

Product-based customer selection

Selecting customers by product is often useful. For example, you may want to:

  • send a promotional offer for a specific product or service;
  • notify customers about a product recall due to quality issues;
  • inform a specific target group about new releases.

To do this, classify your customers under a Client category via the “References” tab in the Product/Service record. This links each product to its buyers.

Remember these categories can then filter your email campaigns. You can also extract data using the 900 series statistical queries. Learn more about category management

For service contract sales

Product-based customer selection for service contracts in DoliPlus

For customer invoice sales

Product-based customer selection from invoices in DoliPlus

Extract categories via query 900

Extracting product-based customer selection via query 900

Why target customers by product?

Broadcast messages mostly reach uninterested recipients. Product-based targeting ensures your communications reach the right people, increasing their impact.

You benefit in three ways:

  • Relevant campaigns: only affected customers are contacted;
  • Faster response: product alerts reach the right clients quickly;
  • Better relationships: your messages remain helpful, never intrusive.

Learn more about email marketing with Brevo

Effective segmentation relies on up-to-date data. The more you link products to their buyers, the more precise your targeting becomes. Consequently, every campaign reaches genuinely interested recipients without waste.

Further reading