When you are creating campaigns, you can customize your recipient list by using filters. Whether you are creating campaigns to increase the sale of expiring inventory, improve the service provided to the most valuable members, or identify lapsed customers and design ways to bring them back to the store, filters helps to target the right set of customers.

Filters are categorized into the following groups:

  1. Entity Based: This category helps you find customers who have registered or shopped at a store. You can also broaden the search to include a zone or a concept.
  2. Points and Coupons Based :This category helps you filter customers based on the current and lifetime points, coupons expiration period, tiers, available inventory, and expired points
  3. Purchase Pattern Based : This category helps you filter customers based on the transaction details such as average transaction value and average spend per visit, lifetime purchases, discounts, and visits.
  4. Customer Information Based: This category helps you filter customers based on customer information such as whether they have opted out of SMS/Email communication, anniversary, birthday, address, fraud status, and survey score.
Birthday/Anniversary Filters falls under the group Customer Information Based Filters. With birthday and anniversary filters, you can targets customers whose birthday/anniversary falls in the chosen time frame.

After creating a campaign, you can add customers to the campaign by creating recipient lists in the Recipient Lists tab. Recipient List can be selected from the drop down as show below and used accordingly. In case of Birthday/Anniversary Filters, select  Using a Loyalty Filter (refer figure below):

Figure 1: Selecting Recipient List Using Loyalty Filter

Next the page Create Customer List Using Loyalty Filters will appear (shown in Figure 2 below). Select birthday/anniversary from the left panel to proceed further.

Figure 2: Use of Birthday/Anniversary Filter 

Birthdays/Anniversary Filters can be used for the following scenarios: