Filters customers based on a specific transaction amount during a particular period.

Basic Options

The following are the basic options available for the Total Transaction Amount filter.

Transaction amount

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

During - Lifetime

Lets you fetch customers based on their lifetime transaction amount. You can use this option if you want to fetch the customers with all their transactions without mentioning any specific dates and relative days. 

During - Specific dates

Lets you fetch customers who made 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 purchase amount before a specific date.
  • After: To get customers based after a specific day.
  • Between dates: To get customers based on their purchase amount between a specific date range (X to Y).

During - Relative days

Lets you fetch customers based on their purchase amount during a specific number of 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, in the last x calendar months. For example, if you set who shopped for the amount equals $200 in the last x calendar week as 2, you will get customers whose purchase amount in the last two weeks (Monday - Sunday) is equal to $200. Similarly, the last x calendar month is from 1 to 30/31.
  • In the next x: Lets you get customers based on the purchase amount 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 whose purchase amount in the upcoming calendar week (which is Monday - Sunday). Similarly, if you say the next 3 calendar months, then it will be the 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 based on the purchase amount for the current day, calendar week, or calendar month.
  • Between days:  Fetches customers whose purchase amount is in 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 based on the purchase amount x days ago. For example, I can get customers who purchased 10 days ago.
  • Exactly after x days: Fetches customers based on the purchase amount after x days from the current day. For example, you can get the customers whose purchase amount on the 10th day from now is more than $200. 1 is for tomorrow, 2 for the day after tomorrow, and so on.


Advanced Options

Besides basic options, you can also use the following advanced options to get a more specific list of customers as per required. Click +/- Fields to see advanced options.

Day

From the chosen duration, you can filter further to get customers based on the purchase amount on a specific day (Monday - Sunday)

Hours

For the chosen duration, you can get customers based on the purchase amount in a specific time range. For example, get customers whose purchase amount between 1-12-2018 to 31-12-2018 between 17:00 - 20:00 (4 pm to 8 pm) is $300.

Store/Zone

You can get the customers based on the purchase amount in a specific store(s) or zone(s).

  • Store:  You can choose stores either by uploading store ids (upload list), fetching manually (enter values) or by store attributes such as external id, name, country, channel, billable and more (based on attribute)

Sample Scenario:  Customers whose purchase amount in XYZ store between 1-1-2018 and 31-12-2018 is greater than $1000 (The values specified in the example might differ from org to org)

Include customers who shopped for an amount greater than equal 1000 during specific dates  between 1-1-2018 and 31-12-2018 > Click +/- Fields and select Store/Zone > Shopped at the store based on attributes with the attribute store name  and select XYZ from the store name drop-down box

  • Zone: You can select customers based on the purchase amount in a specific zone(s) using the drop-down list available. You can also select stores of the selected zone(s) with different parameters such as external id, store name, store channel, country, and so forth

Sample Scenario: Fetch all InStore customers whose shopping amount is less than or equal to $200, shopped in the North zone in the last 10 calendar weeks (The values specified in the example might differ from org to org).

Include customers who shopped for an amount less than equal 200 during relative days in the last x calendar week 10 who shopped at zone > select zone as North.

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.

Delivery Date

Filters customers whose order delivery date is either specific dates or relative days.

Delivery Time

Filters customers whose order delivery time is between 00 hours to 23 hours in a day. You can select the time range using the drop-down menu.

Booking Type

Filters customers with the item booking type that is mentioned in the list of options. You can select multiple booking types using the checkbox.

Buyer Type

Filters customers with buyer type options such as retail, wholesale, and others.

Cashier Name

Filters customers with the name of the cashier during the transaction.

Membership Card Present

Filters customers having and not having a membership card during transactions.

Ordered Till

Filters customers who purchased till selected order id (unique id for order identification). 

Order Channel

Filters customers who purchased using the order channels such as app, store, web, store, and more.

Order Date

Filters customers who purchased on a specific date. You can select multiple dates using the checkbox.

Order Time

Filters customers who purchased at a specific time. You can select multiple order times using the checkbox.

Promotion Code

Filters customers who purchased using specific promotion codes.  You can select multiple promotion codes using the checkbox.

Ship Country

Filters customers who purchased using the specific shipping countries. You can select multiple shipping countries using the checkbox.

External Coupon Code

Filters customers who purchased using external coupon code. You can select multiple coupon codes using the checkbox.

Source Type

Filters customers who purchased using different information source types such as e-commerce, instore, newsletter, campaign, and more. You can select the source type option using the drop-down menu.

Tax Code

Filters customers who purchased using tax code present in the order details. You can select multiple tax codes using the checkbox.