Using Customer Filters in Loyaltymaster

  1. Overview
  2. CRM - Your Customer centre.
  3. Using Customer Filters in Loyaltymaster

Introduction

This guide will provide detailed instructions on utilising the customer base filtration options in Loyaltymaster. It also provides a troubleshooting guide for any challenges arising during the process.

Part 1: Understanding the Filter Parameters

1.1 How to Use Filter Parameters

  1. Login to your Loyaltymaster account.
  2. Navigate to the "Customers" section in the left-hand menu.
  3. On this screen, you'll find numerous parameters for filtering your customer base. They include Card Balance, Device Type, Card Serial Number, Card Status, UTM tag, Current Number of Use, Registration Date, Email, Gender, Name, Phone, Unused Rewards, Number of Stamps, and Customer Birthday.
  4. Filters can be overlapped based on AND/OR conditions.

The filters can involve:

  • Comparisons to a specific value such as equal, not equal, more, less, etc.
  • Setting a range of values such as date from - date to.
  • Entering an array of values: equal to one from the list.

Troubleshooting: If you can't see all the filter parameters, ensure you have the necessary permissions to access these features. If you're still experiencing issues, refresh your page or restart the Loyaltymaster application.

Part 2: Utilising Filter Groups

2.1 How to Use Filter Groups

  1. Filter Groups are ready-to-use presets based on filters. Each filter in a group can be applied individually or combined.
  2. There are three filter groups currently available: RFM - segments, Health, and Loyalty. More groups will be added over time.

2.2 How to Use the RFM - Segments Filter Group

  1. The RFM - segments filter group allows you to segment customers based on duration and frequency of visits. The visit periods included in the analysis are 0-30 days, 31-60 days, and 61-90 days, with varying numbers of visits for each period.

2.3 How to Use the Health Filter Group

  1. The Health filter group includes filters for sorting clients with missing data or not installed cards, such as Card Status Not Installed, Unknown Gender, and Empty Birthday.

2.4 How to Use the Loyalty Filter Group

  1. The Loyalty filter group includes filters for Card Status Installed, Apple Wallet, Wallet Passes, Google Pay, and PWA.

Troubleshooting: If you experience any issues while applying these filter groups, ensure you're following the steps correctly. If problems persist, refresh your page or restart the Loyaltymaster application.

Conclusion

This guide should assist you in filtering your customer base in Loyaltymaster according to different criteria to manage and engage with your customers more effectively. If you encounter any issues during the process, please refer to the troubleshooting guide or contact the Loyaltymaster support team for further assistance.

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