# Customer Filters

Overview of the customer base filtration options

Canonical: https://support.loyaltymaster.com/customers-crm/customer-filters

Review status: Application review pending; current permissions and product version unverified.

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

![Customer Filters: Customer birthday](/media/30bf44f75da0c6617de6-69995a9955cf22606cb79494d5e668c6a5d1f647682d1514951aee89d1d94992.webp)

Filters can overlap on an AND/OR condition.

![Customer Filters: Filters can overlap on an AND/OR condition.](/media/74bc74b06855ba346f5c-afe5766c12992f056ee0f13ac0a729bbefb425c805362e1abf79c7956d594267.webp)

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

![Customer Filters: For example, the "Card balance" filter](/media/28287905b638ebecb6b9-a09f893d83d364bdc3624e515da93a0d7950fda7eae59825c24e492390122252.webp)

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

![Customer Filters: Number of visits from 8 to 12: RFM - Needs attention](/media/0b5b0c6b596fd4abf217-5e652a08cd5955bdcf601421c4df9cd7164d730a3635c5179812b91806d27534.webp)

"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

![Customer Filters: Empty birthday](/media/d5e769f7ef6ad0e568f1-164016aeeffdc7e4e0f60c3c2b97315157ff8fad65f424ab5abb456dfef5138f.webp)

The "Loyalty" filter group includes filters:

* Card status installed
* Apple Wallet
* Wallet Passes
* Google Pay
* PWA

![Customer Filters: PWA](/media/58bc0e4702c4edea6cbe-39025a8c6e45d1e57a7bfaf9f449cecf1c8a251bc0753d946f604f8a667bae98.webp)