🕴️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

  1. 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