🗃️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

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