Customer Filters

1 min read

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

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