Let's consider the filters that are used in the Loyalty Program.
By default, after adding the Loyalty Program block, a filter of the same name will appear. This gives you the option to select one or several Loyalty Programs created in the system. All Programs are available for selection, including those that have been paused and those that have not been launched yet (Draft).
In the "Status" filter, the AND/OR condition is applied. That is, if several statuses are selected and the switch is set to the "All" position, then the segment will include those customers who have all the selected statuses in their cards (this is only possible if the customer is registered in several Loyalty Programs at the same time). If the switch is in the "Any of" position, then the segment includes customers with any of the selected statuses.
The AND/OR condition is also available in the "Level" filter, which works according to the logic described above. Please note that this filter only takes into account current participation (those levels that are set at the time of segment’s formation or update). Multiple values can be added. For each added value, you can select a level from the drop-down list and date fields (interval), which are used to specify the date the level was assigned. If you leave them empty, limitation by level assignment date will not work.
The "Purchase sum" filter is required to segment customers by the purchase sum, which appears in the participation card. To filter, the interval for the sum of purchases should be specified. The filter is optional.
The "Date of registration" filter allows you to segment your customers by registration date in the Loyalty Program. To filter, a date period should be specified. The filter is optional.
The “Bonus balance” filter allows you to segment your customers by the number of bonuses on the account (the amount of active bonuses and bonuses waiting for activation are taken into account). To filter, the interval of the number of bonuses should be specified. The filter is optional.
It is also possible to filter by custom fields created for the Loyalty Program.
The Level filter is tied to the “Loyalty Program” filter. That is, only the levels in the selected Program will be available for selection. If the Program is not selected, all levels from all Programs will be available.
Segment configuration: points to remember
- To add or hide filters, use the “Add filter” button. This is displayed in the top right corner of the added block.
- The "All / Any of" switch sets the conditions for the parameters to be fulfilled (falling under the filter): all at the same time or just one.
- The system contains fields with a choice of date range. They also include custom fields, which have value types such as “date”, “integer or fractional number”.
If you set the date 25.07-28.09 in the filter, the system will select from July 25 to September 28 of any year; if you set 2.12-3.01, the system will select from December 2 to 31 and January 1 to 3.
The “green tick” icon (opposite the added value) indicates that this parameter is included in the selection. The “red cross” icon indicates that this parameter is absent in the selection.
Before saving the filter, you can find out how many customers meet the specified conditions. To do this, click on the "Apply filters" button.