🔎Customer filters
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