Filters customers based on the number of transactions during a specific duration.

Basic Options

These are the default options that are available upfront; whereas advanced options are available in +/- Fields


The following are the basic options that are available for the Number of transaction filter


Transaction count

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


Duration

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.


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 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 made a specific number of transactions 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 will make a specific number of transactions 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 make a specific number of transactions 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 who made a specific number of transactions on the current day, calendar week or calendar month
  • Between days:  Fetches customers  who made a specific number of transactions 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 made a specific number of transactions 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 make a specific number of transactions after x days from the current day. For example, you can get the customers who will make 1 transaction on the 10th day from now. 1 is for tomorrow, 2 for the day after tomorrow and so on


Advanced Options

Besides basic options, you can use the advanced options to get a more specific set of customers. For example, customers whose number of transactions in a specific hour of a day, customers who shopped in a specific store or zone. Click +/- Fields to see advanced filters.

Hours

Lets you fetch customers based on the number of transactions during a specific time range. You can select a time range in hours. For example, you can get customers who made at least 10 transactions in the last one month only during the peak hours (say 15:00 - 20:00).

Click +/- Fields > Select Hours > Specify the time range in the fields that appear.

Store/Zone

You can get the customers who shopped 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)

Zone

  • You can select customers who have transacted during a specific time range in a specific zone(s) using the drop-down list available. You can also select stores of a particular zone(s) using different parameters such as external id, store name, store channel, country, and so forth.

Concept

  • You can select customers who have transacted during a specific time range of the selected concept(s), select the concept from the drop-down list. You can further filter stores using the following options. 
    • any store: To get all stores of the selected zone concept, select any store from the drop-down list.
    • stores with these attributes: To get the concept(s) with your preferred store attributes, select stores with these attributes from the drop-down list, select stores with your preferred attribute(s) by selecting the attribute list such as store channel, store type, external id, and store name.

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.

Bill Amount

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