The Scenario
You've been selling ebooks on DPD2 for two years. One of your titles has a follow-up coming out next month, and you want to send a loyalty discount to every customer who bought more than one book from you — the kind of buyer who's already proven they'll come back. The list exists somewhere in DPD2. Getting it out in a usable form is the part that isn't obvious.
The bad version:
- Log into DPD2, go to the customers section, and realize there's no native filter for "customers with more than one purchase" — you can filter by product or by newsletter status, but not by purchase count
- Export the full customer list as a CSV, open it in Excel, and try to write a COUNTIF formula to figure out which emails appear more than once — except the export format groups things by order, not by customer, so one person with three purchases shows up as three rows
- Manually go through and create a separate list by hand, which takes longer than you expected because some email addresses have capitalization inconsistencies
This is the kind of task that takes forty-five minutes and produces a list you're not fully confident in. There's a faster way that doesn't involve any of that.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook and, through its built-in DPD2 integration, can query your customer records with filter logic applied — then write the results directly into the workbook. No CSV, no manual deduplication.
Here is the prompt for this task:
List all DPD2 customers and write their email, name, and total number of purchases into columns A, B, and C of a new worksheet, then filter to only rows where column C is greater than 1.
What You Get
- A new worksheet with headers: Email, Name, Total Purchases
- One row per unique customer, with the purchase count already aggregated
- Only customers with more than one purchase included — the filter is applied before writing, not after
- Emails normalized to lowercase so the list is deduplication-ready for your outreach tool
What If the Data Is Not Quite Ready
I want to filter by a specific product — only buyers of one particular title
Fetch all DPD2 customers who purchased product ID 7732 and paste their name, email, and purchase date into the 'Product 7732 Buyers' Excel tab, sorted by purchase date descending.
Some customers used different email addresses across purchases — I want to catch obvious duplicates
List all DPD2 customers and write email, name, and total purchases into columns A, B, and C of the 'Customer List' worksheet. Then flag any rows where the email address is within one character of another email in the list and note the potential duplicate in column D.
I need to join the customer list against my existing 'Discounts Sent' tab to exclude people who already got a loyalty offer
List all DPD2 customers with more than one purchase and write their email and name into columns A and B of the 'Loyalty Eligible' worksheet. Then check column A against the emails in the 'Discounts Sent' worksheet column A and mark any matches in column C as 'Already Contacted'.
I want one prompt that cleans, filters, deduplicates, and flags opt-outs
Fetch all DPD2 customers, normalize email addresses to lowercase, aggregate total purchases per unique email, filter to customers with more than one purchase, remove anyone whose email appears in the 'Unsubscribed' worksheet column A, and write the final list — email, name, purchase count — into the 'Loyalty Campaign' worksheet sorted by purchase count descending.
Asking for the full sequence in one prompt means you get the outreach-ready list, not a half-cleaned export that needs three more steps.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook, then ask it to pull a filtered DPD2 customer segment — by purchase count, by product, or by date range. For related tasks, see Pull Your Full DPD2 Purchase History Into an Excel workbook or the hub overview at How to Connect DPD2 to Excel.