Customer Groups: Customer Filters Breakdown

Customer Segmentation is a key way to identify your best customers! A powerful method you can use to segment them is by Using Customer Filters. This set up will update automatically every 24 hours or when a campaign targeting that group is run.

To create Customer Groups, simply go to your Portal (portal.tapmango.com) and go to Customers -> Customer Groups and then click on the Create New option.

You can fill out the Description to explain what the group is for, or leave it blank and the Customer Filter will automatically populate that after you create the group.

Then, for How will customers be grouped? choose Using Customer Filters.

Now there are many, many choices for filters you can choose. Below we've created a breakdown of what each filter looks at and examples of how you could use it for your business!

Points

Filter Name	What it looks at	Use Case Examples
have at least 'N' points	Looks at customer's current point value and will add it to the group as long as they have over N number of points	Sending promos to customers who have enough points to redeem for a voucher
have less than 'N' points	Looks at customer's current point value and will add it to the group as long as they have less N number of points	Reminding customers that they are close to earning the first Reward
have at least 'N' lifetime points	Same as at least 'N' points but rather than look at current point balance, looks all points they've ever earned	Can see who are your biggest spenders and regular users of the program. Creating membership tiers. (Ie: Gold Members are customers who have earned more than 200 points - click here for our video guide)
have earned less than 'N' lifetime points	Same as less than 'N' points but rather than look at current point balance, looks all points they've ever earned	Creating a group for customers who aren't as active with the program or business Creating membership tiers. (Ie: Bronze Members are customers who have earned less than 50 points - click here for our video guide)
have earned 'X' points in the last 'N' days	Will look at how many points a customer has earned over the most recent 'N' number of days	If a customer needs to be earning a specific amount of point each month to stay a member of a specific group.

Visits

Filter Name	What it looks at	Use Case Examples
have not checked in for at least 'N' days	Looks at customer's last visit and see if it was over N days ago	Creating Active/Inactive groups based on activity and how recently they came in to focus SMS promos on Active customers only.
checked in between 'N' and 'N' days ago	Looks at customer's last visit and see if it lands between the Start Date and EndDate Value values. *Note StartDate must be the smaller value.	Creating Active/Inactive groups based on activity. For example between 0 and 60 days ago will get customers who were in store within the last 2 months.
have checked in at least 'N' times	Looks at customer's total number of check-ins	Useful for identifying customers who come in regularly.
have check in less than 'N' times	Looks at customer's total number of check-ins	Identifying customers who haven't come in often
have never visited the store	Only applies in a customer list was imported without a Last Check In Date. Looks at 'Last Checkin' and sees if it is set to 'Never'	Identifying the imported customers who have never come in store. Can be used to send them specifically a promo to entice them to come in store.

Sign Up

Filter Name	What it looks at	Use Case Examples
signed up via 'N'	Looks at method used to Register and to see if it is either: Online - using customer Portal In-store - using the in-store tablet Referral - was referred by existing customer's Friend Referral link Mobile App - if a customer signed up through your online link	By checking Sign Up via Referral you can see how many new customers have been brought in by friends. If this number is low you'll need to revisit your Friend Referral incentive to see if it is high enough!
signed up more than 'N' days ago	Looks at when customer registered for your program and will see if has been more than N days
signed up less than 'N' days ago	Looks at when customer registered for your program and will see if has been less than N days	If you're running an employee incentive program for how many customers they've gotten to sign up, you can use this to see how many customers have signed up in the last week/month etc.

 

Redemptions

Filter Name	What it looks at	Use Case Examples
have redeemed 'X' Reward at least 'N' times	How many times a customer has redeemed a specific reward
have never redeemed 'X' reward	How many customers have never redeemed a specific reward	Can see how popular specific rewards are by how many people are in that group. If the number is extremely low, maybe you'll want to change that reward.
redeemed 'X' voucher at least 'N' times	How many times a customer has redeemed a specific voucher
have not redeemed 'X' voucher	How many customers have never redeemed a specific voucher	Use it to see how many people haven't redeemed a specific voucher Sending out a followup campaign to customers who haven't redeemed their voucher to remind them about it
let 'X' voucher expire	See if a specific voucher expired on their account	Can give these specific customers an extended alternate offer

Communication

Filter Name	What it looks at	Use Case Examples
opted-in to SMS in the last 'N' days	The date that a customer has given you consent to text them and if it happened within the last N days	Good for tracking metrics of how often customers are opting into the texting portion of the program
opened last sent email	If the last email was read
opened an email in the last 'N' days	If the last email sent was read within the last N days
didn't open last sent email	If the last email was read
have email	If the email field on the customer profile is blank or not	To see easily how many customers have given you their email
have no email	If the email field on the customer profile is blank or not
unsubscribed from SMS in the last 'N' days	The date a customer has unsubscribed from texting within the last N days	Tracking metrics of if recent campaign activity is making people more likely to unsubscribe
unsubscribed from Email in the last 'N' days	The date a customer has unsubscribed from email within the last N days	Tracking metrics of if recent campaign activity is making people more likely to unsubscribe

Referral

Filter Name	What it looks at	Use Case Examples
have referred at least 'N' friends	How many people a customer has referred and if it's more than N	Find out who has brought you more than N new customers
have referred at least 'N' friends in the last 'X' days	How many people a customer have referred within the last X days and if it's more than N	Making an elite 'Golden VIP' membership group for customers who refer a certain number of customers within the last month.

Purchases

Filter Name	What it looks at	Use Case Examples
have purchased 'X' product at least 'N' times	The number of a times a customer has purchased a specific product	If a customer has bought a specific more than 3 times then you can automatically add them to that group. For example: After a customer has gotten a facial 3 times, add them to the Facials group so we can send them targeted
have purchased 'X' product in the last 'N' days	If a customer has purchased a specific product within the last N days
have spent at least 'N' dollars in the last 'N' days	How much a customer has spent within the last N days	To create membership tiers that are maintained by spending a specific amount of money within the last N days
have spent less than 'N' dollars in the last 'N' days	How much a customer has spent within the last N days	To create membership tiers that are maintained by spending a specific amount of money within the last N days

 

Customer Details

Filter Name	What it looks at	Use Case Examples
have birthday in month 'X'	The month of their birthday	If you want to set up monthly specials for people with a birthday in a specific month.
have 'X' in custom field 'Y'	What a customer's response was for a specific field	Sorting customers based on custom captured field responses *talk to your account manager to get this set up
have 'X' as their home location	What a customers home location is. This is set by whichever location they signed up at. If they check in 3 times consecutively at a different location, their location will switch to that.
have 'X' in notes	Looks for 'X' in a customers notes	Useful for tracking specific things in customers notes. For example: have your employees add a "#theirname" to a customers notes to take credit for signing up a customer

Memberships

Filter Name	What it looks at	Use Case Examples
have membership expiring in 'N' days	Using our Membership Module (*talk to your account manager to get this setup) It will look at how close a customer's membership is to expiring and will send out a message	Can send out messages to customers who have their membership expiring soon.
expired membership	Using our Membership Module (*talk to your account manager to get this setup) Will look at if their membership has expired	Sending out promos to customers who have let their membership expire to remind them to renew it.