πŸ—ƒοΈCustomer filters

Overview of the customer base filtration options

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

  1. 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 β€œRFM - 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

Last updated