This filters customers who bought items of selected categories or product attributes for a defined number of times.

Example: Filter users who have bought Yogurt more than 3 times distinctively in July.

The following table shows the number of Yogurt purchased by Zoha and Prem on different days.

Name

Jul 7

July 10

July 11

July 13

July 25

Zoha

1

3


-

-

Prem

-

1

2

3

1

In this,  Prem will be selected as we want a user who has done more than 4 transactions distinctively that have Yogurt item in the bill in the selected time range.

 

Basic Options

These are default filter options available and you need to set one or more basic filters depending on the context.

Product filter

  • Parent Category: Fetches customers who shopped products of a specific parent category(s). You can filter the results further using either any product of the selected category(s) or products with specific attributes. Attributes could be Brand name, image url, price, style and so on.
  • Category: Fetches customers who shopped products of a specific category(s). You can filter the results further using either any product of the selected category(s) or products with specific attributes. Attributes could be Brand name, image url, price, style and so on.
  • Item Code: Fetches customers who purchased a specific item.  You can choose items either by uploading item codes (upload list), fetching manually (enter values) or by product attributes such as brand name, image url, price, style, and so on (based on attribute).

Quantity

  • Greater than equal: Filters customers whose shopping quantity is greater than or equal to the value you specify.
  • Less than equal: Filters customers whose shopping quantity is less than or equal to the value you specify.
  • Equals: Filters customers whose shopping quantity is equal to the value you specify.
  • In range of: Filters customers whose shopping quantity is in between the values you specify.


Advanced Options

Besides the basic options, you can further filter the customer list to get a more specific list using advanced options. Click +/- Fields to see the available options.

Date

Lets you filter customers based on the number of transactions during a defined period. You can choose duration either by specific dates or by relative days.

  • Lifetime
     Lets you fetch customers based on the transaction count throughout the lifetime.
  • Specific dates
    Lets you fetch customers based on the number of transactions during a specific date range. You can use this option if you are specific about the dates. For example, event date. You will see the following sub-options for specific dates.
    • Before: To get customers based on their number of transactions before a specific date
    • After: To get customers based on their number of transactions after a specific day
    • Between dates: To get customers based on their transaction count during a specific date range (X to Y)
  • Relative days
    Lets you fetch customers with transaction count based on the relative days, weeks or months. If you do have specific dates, you can use relative days to fetch customers. The following are the options available for relative days.
    • In the last x:  Lets you choose the duration in the last x days, in the last x calendar weeks or in the last x calendar months. For example, if you set in the last x calendar week as 10.  You will get customers who purchased a specific item(s) in the last ten weeks (Monday - Sunday). Similarly, the last x calendar month is from 1 to 30/31.
    • In the next x: Lets you get customers who purchased a specific product or category in the next x days, calendar weeks or calendar months. For example, if you set 1 in the next x calendar week,  you will get customers who purchased a specific product(s) in the upcoming calendar week (which is Monday - Sunday). Similarly, if you say the next 3 calendar months, then it will be third month from  now (that is, 1 for next month, 2 for next to next month and so forth).
    • In the current x: Fetches customers who purchased a specific product or category on the current day, calendar week or calendar month
    • Between days:  Fetches customers  who purchased a specific product or category between 'the last x days` and 'the next y days' (For example, last 30 days until the next 15 days)
    • Exactly x days ago: Fetches customers who purchased a specific product or category x days ago. For example, you can get the customers who made 2-5 transactions 10 days ago
    • Exactly after x days: Fetches customers who will purchase a specific product or category after x days from the current day. For example, you can get the customers who will purchase men's trousers on the 10th day from now. 1 is for tomorrow, 2 for the day after tomorrow and so on


Delivery Date

Filters customers whose order was delivered in a specific duration. You can select the duration using specific dates or relative days.

Delivery Time

Filters customers whose orders were delivered during specific hours of the day. You can select the time range using the drop-down box.

Buyer Type

Filters customers with buyer type options such as free, subscription, paid and non-subscription.


Membership Card Present

Filters customers based on the availability of membership cards during transactions.


Order Channel

Filters customers based on the transacted channel. For example, app, store, web, store, and more.

Ship Country

Filters customers who used a specific shipping country for delivery. You can select multiple shipping countries using the checkbox.


Source Type

Filters customers based on the source they transacted with such as e-commerce, InStore, newsletter, campaign, and more. You can select the source type option using the drop-down box.

Quantity

  • Greater than equal: Filters customers whose shopping quantity is greater than or equal to the value you specify.
  • Less than equal: Filters customers whose shopping quantity is less than or equal to the value you specify.
  • Equals: Filters customers whose shopping quantity is equal to the value you specify.
  • In range of: Filters customers whose shopping quantity is in between the values you specify.



Line item type

Filters out the customers on the basis of the line item such as combo parent, combo item, add on item, split.

 

Special line item type

Filters out the customers on the basis of the special line items (such as processing fee, free item) in those transactions .



Line item cashier discount reason 

Filters out the customers on the basis of the reason entered for line item level discount at the cashier. Cashier discount could be due to damage, bulk customer, incorrect label, wrong scan, member discount, etc.