Fetches customers based on their total purchase time. For example, you can get customers who have shopped during the Christmas season (say 20-12-2108 to 30-12-2018). You can apply advanced filters to get customers who made transactions done on a specific day, time, zone or store.

Basic Options

The basic options are mandatory fields that will appear upfront when you go to the filter page. 

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 who purchased before a specific date (includes the specified date) 
  • After: To get customers who purchased after a specific day (includes the specified date) 
  • Between dates: To get customers who transacted between a specific date range (includes the specified dates)

Relative days

Lets you fetch customers based on the 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:  You can choose the duration in the last x days, calendar weeks or calendar months. For example, if you set 2 in the last x calendar week,   you will get customers that purchased in the previous 2 calendar weeks excluding the current week. A week is from Monday - Sunday, and a month is from 1-30/31 and 27/28 for Feb. So, 1 is to consider the previous day, calendar week or calendar month, 2 is to consider previous 2 calendar weeks or months and so on

Note: The current calendar week, calendar month or day will not be included when you choose the the last x calendar week, calendar month or day respectively 

  • In the next x: Lets you build audience group with customers who will be purchasing 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 will purchase in the upcoming calendar week (a week is from Monday - Sunday). Similarly, if you say the next 3 calendar months, then you will get customers who will purchase in the next 3 calendar months excluding the current month. So 1 is for the next day/week/month, 2 is for next 2 days/calendar weeks/calendar months and so on
  • Note: Current calendar week,  calendar month or day will not be included when you choose next calendar week, calendar month or day respectively

     
  • In the current x: Fetches customers who purchased on the current day, calendar week or calendar month
  • Between days:  Fetches customers purchased in the last/next x days until the next/last y days. For example, last 30 days until the next 15 days. Make sure that the duration's start date is always less than the end date
  • Exactly x days ago: Fetches customers who purchased x days ago. For example, I can get the customers who purchased 10 days ago. Current day will not be included
  • Exactly after x days: Fetches customers who will purchase after x days from the current day. For example, I can get the customers who will purchase on the 10th day from now. 1 is for tomorrow, 2 for the day after tomorrow and so on. Current day will not be included

Advanced Options

Besides basic options, you can use advanced options for granular level filtering. To see advanced options, click +/- Fields.

Day 

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

Hours 

From the chosen duration, you can get customers who purchased in a specific time range. For example, get customers who shopped between 1-12-2018 to 31-12-2018 between 17:00 - 20:00 (4 pm to 8 pm)

Store/Zone 

You can get the customers who shopped in a specific store(s) or zone(s).

Selecting customers shopped at 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 who shopped in all billable stores in India during 1-12-2018 - 31-12-2018 (The values specified in the example might differ from org to org)

Include customers who shopped during specific dates  between 1-12-2018 and 31-12-2018 at store based on attributes with attribute {select Is billable, and Store Country} and select

- Is billable

- store country - India

Selecting customers shopped in a zone: You can select customers purchased 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 who shopped in North zone  in the last 10 days (The values specified in the example might differ from org to org).

Include customers who shopped at zone {select zone > North} based on attributes > Choose Select attribute as Store Channel > Set InStore in select store channel

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 order 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.