Use Filter Members

Search for members based on member actions and member attributes, and perform actions on the results. For example, you can search for members that didn’t open the app in the last 60 days and that have a birthday in December.



Article Topics:

Find Members vs Filter Members
Add Search Filters
Use Preset Filters
Export Aggregated Reports
Delete Members


Find Members vs Filter Members

Note: Since most of the functions have already been described in Use Find Members, this article focuses only on the additional features.


Add Search Filters

Search filters allow you to search or segment members based on member actions. To create a custom search filter, click (+) Add Search Filter, add the relevant details (described below) and click Filter Members.

Note: You can enhance your search by specifying member attributes, using Find Customers. Learn more.

Member Action Type Description
Launched the app for the 1st time
  • Ex: Filter customers who launched the app for the first time over a month ago but haven’t yet registered, and send them a push notification to encourage them to join.
  • Results include non-members, as long as they launched the app.
  • Choose dates: a specific date and time range, or within last x days.
Joined the club
  • Ex: Filter members who joined the club in the last week.
  • Choose dates: a specific date and time range, or within last x days.
Opened the app 
  • Ex: Filter members who opened the app more than 10 times / didn't open the app in the last month.
  • Number of actions: how many times the app was opened within the time period you specify
  • Choose dates: a specific date and time range, or within last x days.
Punched a punch card 
  • Ex: Filter members who punched a selected (or some) punch card / punched less than twice in the last 2 weeks.
  • Gift/ Punch Card: select which punch card.
  • Number of actions: how many times the card was punched within the time period you specify
  • Choose dates: a specific date and time range, or within last x days.
Redeemed a gift 
  • Ex: Filter members who redeemed any gift, or a specific gift.
  • Gift/ Punch Card: select which gift.
  • Apply fields per action or to the aggregate total of all actions?: select Per action
  • Number of actions: how many times the gift was redeemed within the time period you specify
  • Branch ID: the branch in which it was redeemed
  • Redeem Code: redeem code used to redeem the gift (this field is usually not used unless searching for a specific member)
  • Total (per transaction) refers to the purchase total of the transaction in which the gift was redeemed. For example, find out how many members redeemed their gift during a purchase that totaled more than a certain amount to see if the gift encouraged them to buy more. 
  • Choose dates: a specific date and time range, or within last x days.
Attempted to redeem a gift   
  • Can be used to compare redeem attempts vs actual redeems
  • Gift/ Punch Card: select which gift.
  • Number of actions: how many times the redeem was attempted within the time period you specify
  • Redeem Code: redeem code generated (this field is usually not used unless searching for a specific member)
  • Choose dates: a specific date and time range, or within last x days.
Received an asset
  • Ex: Filter members who received a specific gift between 1.4.15-30.4.15.
  • Gift/ Punch Card: select which gift, punch card or prepaid card.
  • Apply fields per action or to the aggregate total of all actions?: select Per action
  • Number of actions: how many times the asset was received within the time period you specify
  • Asset Source: the way the member received the asset
    • Point Shop - can specify the price in points
    • Automation - can specify which automation or trigger
    • Find/Filter Members
  • Choose dates: a specific date and time range, or within last x days.
Received or used points 
  • Ex: Filter members who received more than 1000 points / never used points / have more than 500 points in their account.
  • Apply fields per action or to the aggregate total of all actions?:
    • select Per action to specify the number of times the member received/used points (number of actions)
    • select Number of points to specify the number of points they received/used (total value)
  • Choose dates: a specific date and time range, or within last x days.
Tapped "claim" (trigger button) 
  • Select which asset, item or tag was specified when you set up the claim button
  • Choose dates: a specific date and time range, or within last x days.
Unregistered
  • Choose dates: a specific date and time range, or within last x days.
Made a purchase
  • Ex: Filter members who spent in a specific location more than $20 / purchased more than twice in amounts between $10-50 / spent less than $20 in total.
  • Apply fields per action or to the aggregate total of all actions?:
    • select Per action to specify the number of times the member made a purchase (number of actions)
    • select Total to specify the aggregate of purchase totals for all transactions (total value)
  • Branch ID: the branch in which purchases were made
  • Total (per transaction) refers to the purchase total of each transaction
  • Choose dates: a specific date and time range, or within last x days.
Purchased a specific item
  • Ex: Filter members who bought beer in the last week / never bought the new special.
  • Apply fields per action or to the aggregate total of all actions?:
    • select Per action to specify the number of times the member made a purchase of this item (number of actions)
    • select Price to specify the price (or range of prices) of the item they purchased (total value)
  • You can also specify the branch ID, department name/code, item name, item quantity or purchase tag. For example, if you want to send a wine coupon to members who have purchased wine, you can search for members who have purchased items from the wine department. 
  • Choose dates: a specific date and time range, or within last x days.
Connected to FB through the app
  • Ex: Filter members who never connected to Facebook / connected with Facebook yesterday.
  • Select whether or not to search for members that are or aren't connected to Facebook.
  • Number of actions: how many times the member connected to Facebook
  • Choose dates: a specific date and time range, or within last x days.
Shared an item to FB
  • Ex: Filter members who shared a some item on Facebook in the last month / never shared any item.
  • Number of actions: how many times the member shared an item to Facebook
  • Choose dates: a specific date and time range, or within last x days.
Text messages sent
  • Choose dates: a specific date and time range, or within last x days.
Beacon Signal Coming soon... 



Use Preset Filters

To make it easier, you can select from the presets that were created for some popular search filters.


Export Aggregated Reports

You can export results in a report that totals the data according to the field you select (from any field that appears on your registration form). For example, you can export a report of the number of members in your segment according to gender. 

If you choose not to export results according to a registration form field, results are exported according to member.


Delete Members

You can also delete members entirely from the database by clicking Delete Membership. Learn more

 

 

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