Filter Members for One-Time Activities

Perform one-time activities on all your members or a specific group of members. To select a specific group, you can filter your members according to their attributes (ex: point balance, tag, etc.) and their actions (ex: made a purchase).


Article Topics:

Examples
Member Attributes
Member Actions & Criteria
Member Actions & Multiple Occurrences
Refresh Filter


Note: Click here to learn about selecting members according to membership keys.

 

Examples

  • Let your VIP members know about an exclusive offer.
  • Notify members that prefer a specific location about deals for that location.
  • Send a coupon for diapers to members that bought baby products in the last 6 months.
  • Send an SMS to members that didn’t purchase in the last 2 months to invite them to stop by.
  • Send a reminder to members that received a specific benefit but didn’t yet redeem it.

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Member Attributes

You can filter members according to different member attributes. The attributes that you can choose from are the ones in your registration form and additional system ones like tag, if they allow SMS, etc. If you choose multiple member attributes, then ALL of them must be satified for the activity to apply to a member. For example, the member is tagged student AND is an app user.

You can also specify the membership status (i.e., registered, pending, or non-registered app users). For example, if you want to send an in-app message to users that installed the app but haven't yet registered, you would need to apply the rule to non-registered app users. Or if you want to register a member that paid for their membership, you would need to apply the rule to pending members.

 

Member Actions & Criteria

The following actions are currently available. For each action, you can define the date range along with additional criteria. If you add multiple actions (or even member attributes), then all of the filter criteria must be satisfied by each member.

 

Action

Additional Criteria

Made a purchase

All purchase conditions, except mean of payment.

Note: Find members that didn’t purchase specific items using the didn’t purchase action (instead of “shopping cart doesn’t contain…”). If you add multiple purchase conditions, all must be satisfied for the same purchase.

Didn’t purchase

At specific location, or certain items

Received a benefit

Specific benefit or benefit source
Note: You cannot select multiple benefits. Either one specific benefit, or all.

Redeemed a benefit

Specific benefit or location

Note: You cannot select multiple benefits. Either one specific benefit, or all.

Didn’t redeem a benefit

Specific benefit or location
Note: This only includes members that received the benefit.

Punched a punch card

Specific punch card, how many punches are in the card, and whether or not they punched the last punch (i.e. fully punched a punch card)

Note: You cannot select multiple punch cards. Either one specific punch card, or all.

Received points

Number of points they received and their new point balance in a specific transaction where they received points

Used points

Number of points they used and their new point balance in a specific transaction where they used points

Received credit

Amount of credit they received and their new credit balance in a specific transaction where they received credit

Used credit

Amount of credit they used and their new credit balance in a specific transaction where they used credit

Opened the app

No additional criteria

Joined the program

If they used an invite code, used a specific invite code, or the joining source (such as at the POS or from the app)

Didn't receive a push sent

No additional criteria

Received an email

Sending source (such as POS, Rule, Hub, etc.) and email name

 

Didn't receive an email sent

Sending source (such as POS, Rule, Hub, etc.) and email name

Didn't open an email received

Sending source (such as POS, Rule, Hub, etc.) and email name

 

Member Actions & Multiple Occurrences

By filtering members according to multiple occurrences of an action, you can target members based on behavioral patterns. For example, reward engaged customers based on benefit redemption and point usage, target customers based on lifetime value or target relevant customer for new item recommendations.

For relevant actions, you can filter based on how many times the action occurred. For purchases, you can also filter based on the total value of the purchases (i.e., the sum of total spend for all purchases). 

Note: If you add criteria, all the criteria must be satisfied for each action occurrence (see examples). However, you don’t need to add criteria to filter by the number of times the action occurred.

Example 1: Spent over $100 in at least 5 purchases

exampleaggregate.png

 

Example 2: Spent at least $500 total (lifetime) in the Manhattan location

ex2.png

 

Example 3: Opened the app at least 6 times last week

ex3aggregates.png

 

Example 4: Redeemed at least 4 benefits in the last 3 months

ex4aggregates.png

 

Example 5: Purchased baby products in at least 6 purchases in the last 2 months

(for example, to promote new baby items)

ex5aggregagates.png

 

Refresh Filters

Clicking Filter Now will filter all your members according to the criteria you specified. If you wish to create a template or a draft, you can click Save filter criteria and then filter the members when you are ready to perform the activity.

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