> For the complete documentation index, see [llms.txt](https://docs.boomerangme.cards/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.boomerangme.cards/customers-crm/customer-filters.md).

# Customer filters

Overview of the customer base filtration options

> [**Boomerangme > Left-Hand Menu > Customers**](#user-content-fn-1)[^1]

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 Source
* Actual stamps balance / Available visits (multipass)
* Registration date
* Email
* Gender
* Name
* Phone
* Available rewards
* Number of stamps
* Customer birthday
* Card bonus balance
* UTM Medium
* UTM Campaign
* Card expiry date
* Card last visited date
* Number of customer visits
* Visit purchase value

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2FUBCesxOdAyaVAn5jAlos%2Fimage.png?alt=media&amp;token=e4a2c817-eda5-41dd-851e-f242609205f3" alt=""><figcaption></figcaption></figure>

Filters can overlap on an AND/OR condition

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2FAniiXuGnbtyNCwRtjv5J%2Fimage.png?alt=media&amp;token=f9eaed32-e6ba-423b-852e-663d5612a99a" alt=""><figcaption></figcaption></figure>

Filter can include:    &#x20;

* &#x20;     comparison to a specific value (string, number, etc.): equal, not equal, more, less, etc.  &#x20;
* &#x20;     entering a range of values: e.g. date from - date to&#x20;
* &#x20;     entering an array of values: equal to one from the list

For example, the "Card balance" filter

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2Fm3G8t6sZ9qHAIVZxTwFj%2Fimage.png?alt=media&amp;token=5e182d4b-5aff-4494-9d85-c0cfb00c611e" alt=""><figcaption></figcaption></figure>

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.<br>

**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.**&#x20;

The following visit periods are included in the analysis:

**0 to 30 days:**<br>

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

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2Fw42K8g0UWwNepIx4rHAz%2F2023-05-11_23-59-51.png?alt=media&amp;token=a43fef86-b865-4377-bf7d-8bd05ba1e207" alt=""><figcaption></figcaption></figure>

#### "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

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2FzbpsfglmNGhHYKIOhyoP%2F2023-05-11_23-03-03.png?alt=media&amp;token=b5890db0-5cff-4437-a86f-d262b66eeeea" alt=""><figcaption></figcaption></figure>

#### The "Loyalty" filter group includes filters:

* Card status installed
* Apple Wallet
* Wallet Passes
* Google Pay
* PWA

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2FLcejs2Uj1SSkUkr9srOG%2F2023-05-11_23-19-07.png?alt=media&amp;token=521ba148-e58c-4d74-b50a-d71828212a08" alt=""><figcaption></figcaption></figure>

[^1]: