🕴️CUSTOMERS (CRM)

🔎Customer filters

4min
overview of the customer base filtration options locate left hand menu > customers customer filtration by parameters and filter groups have been added to the customer base filters include the following parameters card balance device type card serial number card status utm tag current number of uses registration date email gender name phone unused rewards number of stamps customer birthday filters can overlap on an and/or condition filter can include comparison to a specific value (string, number, etc ) equal, not equal, more, less, etc entering a range of values e g date from date to entering an array of values equal to one from the list for example, the "card balance" filter 2\ filter groups are ready to use presets based on filters each filter in a group can be applied individually or combined there are currently 3 groups of filters, but they will be added quickly the first filter group “rfm segments” is a method of analysis that allows you to segment customers based on two variables duration and frequency of visits the following visit periods are included in the analysis 0 to 30 days number of visits from 0 to 3 rfm beginners number of visits from 4 to 7 rfm growths number of visits from 8 to 12 rfm champions 31 to 60 days number of visits 0 to 3 rfm doubtful number of visits from 4 to 7 rfm medium (borderline) number of visits from 8 to 12 rfm loyal regular 61 to 90 days number of visits 0 to 3 rfm sleeping number of visits from 4 to 7 rfm at risk number of visits from 8 to 12 rfm needs attention "health" group contains filters that can be used to sort clients with missing data/not installed cards card status not installed unknown gender empty birthday the "loyalty" filter group includes filters card status installed apple wallet wallet passes google pay pwa