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