Email Alert for Sales Order Saved Search for Existing Customers with Prior Sales Orders

1. Navigate to List > Search > Saved Searches > New

2. Click on Transaction

3. On the Criteria tab > Standard subtab > add the following:

-- Type is Sales Order
-- Main Line is true
-- Promotion is any of Welcome2
-- Formula (Text)
Formula:
Case when TO_CHAR({trandate},'MM/DD/YYYY') <> TO_CHAR({customer.firstorderdate},'MM/DD/YYYY') then 1 else 0 end
Formula (Text) is = 1

4. On the Results tab > Add the fields you need

5. On the Email tab set:

Send Email Alerts When Records are Created/Updated = True

6. On the Email tab > Specific Recipients subtab > add the recipients to receive the alert

7. Click on Save & Run