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Boomerangme knowledge base
  • Getting started
    • 🚀Introduction
    • ✅Getting started - Quick wins!
      • 🔁 Quick Win #1: Regular loyalty card setup
      • 🎫 Quick Win #2 Creating a coupon card to attract new customers
      • ✅ Quick Win #3: Importing existing customers and issuing loyalty cards
      • 🪃 Quick Win #4: Loyalty Cards Delivery by SMS and Email
      • 📲 Quick Win #5: How to Promote Your Loyalty Card with QR Code
      • 👨‍💼 Quick Win #6: Creating manager seats for salespeople in local stores
      • 👯‍♀️ Quick Win #7: Setting up a referral program
    • 🔑Login and registration
      • 🧑‍💻How to Register on Boomerangme?
      • 📱How to Login with Phone?
      • 📧How to Login with Email?
      • 🔁How to Recover your Account Password?
    • 📖Product presentation
    • 💰Affiliate program
  • Inspiration & Ideas
    • 💡Inspiration
    • 💎Use cases
      • 🔵Boomerangme + Facebook Ads
      • 🔵Boomerangme + Google Ads
    • 💼Case studies
    • 💲Loyalty ROI calculator
    • 💰Agency margin profit calculator
  • Cards creation
    • ✴️Stamp
    • 🎟️Multipass
    • 💰Cashback
    • 🎁Gift
    • 🎫Coupon
    • ❤️Membership
    • 💲Discount
    • 🎁Reward
  • How to install the card
    • 🍏iPhone (iOS)
    • 🤖Android
      • PWA cards on Android
      • Google Pay on Android
    • 🔁How to restore the card
  • Customers (CRM)
    • 👨Customer profile
    • 🔃Import / export
    • 🗃️Customer filters
    • 📊RFM analysis
  • Scanner app
    • 👀How it works
    • ⬇️Installation
    • ⚡Login in the scanner app
    • 📸Scan and make transactions
      • ✴️Scanner app – Stamp
      • 🎟️Scanner app – Multipass
      • 💰Scanner app – Cashback
      • 💳Scanner app – Certificate
      • 🎫Scanner app – Coupon
      • ❤️Scanner app – Membership card
      • 💲Scanner app – Discount
      • 🎁Scanner app – Reward
  • Managers
    • 🔃Manager (team member) seats Add / edit / delete
    • 👨‍💼Manager (team member) profile
  • Card distribution
    • 🏪Offline
      • 📸QR code
      • 📄Table tent
      • ⚪Stickers
    • 🌐Online
      • 🔗Link for sharing
      • 💬SMS delivery
      • 📧Email delivery
  • Push notifications
    • 👀How it works
      • 🍏iPhone (iOS)
      • 🤖Android
      • ⏳How long does it take for push messages to be received by our customers?
      • 📫Why aren't my customers receiving push messages?
    • 💬Push section
      • Marketing push
        • Sending messages to all customers
        • Sending messages to a segment of customers
        • Sending message to an individual customer
      • Transactional push
      • Geo-push
      • Push automation
        • Feedback collection
        • Next visit reminder
        • Birthday congratulation
      • Triggered auto-push
  • Mailings
    • 📧How to create and send a mailing
    • 🟢Ноw to connect WhatsApp Bot
    • 🔵How to create a facebook messenger bot on the facebook side
    • 🔵How to Create a Telegram Bot
  • Dashboard
    • 📈Dashboard
      • 🗺️How to Access the Dashboard?
      • 🎛️What does the Boomerangme Dashboard Include?
  • Feedback collection
    • ⭐Feedback collection
  • Referral program
    • 👯Referral program
  • Geolocations
    • 📍Geolocations
      • 🗺️How to Access Locations Section?
      • 📌How to Add a Location?
  • Settings
    • ⚙️Settings
      • 💳Plan
      • 🛠️Personal Settings
      • 🔗Integrations
      • 🪝Webhooks
  • ⭐Promo codes
  • White label
    • ⚪White label
    • 🌎Domain name
    • 📧Mailgun
    • 📧SMTP
    • 💬Twilio
    • 🔗Google tag manager
    • 💲Stripe
      • 🖊️Manage subscription
    • 💲PayPal
  • ⚙️Settings
  • Agency account
    • 💲Agencies
    • ⚡Sub-accounts
    • 💰Payments
    • 💱Plans
    • 🪧Agency Lаnding
  • 📖Presentation for Agencies
  • PROSPECTING
    • 🚀Richie, your AI Sales Copilot
    • 👨‍💼Prospecting
    • 📚Snapshots
    • 📧Setting up Mailgun Account
  • Franchise account
    • 🌎Franchise chains
  • MARKETPLACE
    • 🚀Create an Application
    • 🟢Shopify POS
    • ♦️Lightspeed POS
    • ⚫Square
    • 🍕GloriaFood
  • Integrations
    • 🟠Toast POS
    • 🟢HighLevel
      • Connect "Boomerangme" with GoHighLevel
      • How to install the Boomerangme plugin
    • 🔵ActiveCampaign
    • 🔵Manychat
    • 🔵UChat
    • ⚫Square
    • 🟢Shopify
  • 🔵Wordpress Woocommerce
  • API
    • 🔗API docs
    • 🪝Webhooks
    • 🟠Zapier
    • 🟢Pabbly
    • 🟠Integrately
    • 🔵KonnectzIT
    • 🟠Albato
    • 🟣Make.com
  • Tutorials
    • 📺Video tutorials
  • Support
    • 🆘Intercom chat
    • ❓FAQ
    • 🍀AppSumo
    • 🗺️Roadmap
    • ✨Community
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  1. Customers (CRM)

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 “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

PreviousImport / exportNextRFM analysis

Last updated 2 years ago

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