Customer Filters

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