This filters out customers on the basis of their spend on a specific product for a defined time period.

Example: Customers who bought Yogurt for more than $150 in July.

Consider Roy has bought Yogurt on different days as mentioned in the following table:

Transaction Date

Amount

July 5

$20

July 7

$70

July 10

$100

Roy will be selected as he spent $190 on Yogurt in July.

Basic Options


Category

  • 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)


Date

Considers transactions done in the specified period. You can choose duration either by specific dates or relative days.

  • Lifetime
     Fetches customers who purchased the selected item(s) throughout the lifetime.

  • Specific dates
    You can use this option if you want to filter customers by specific date range. You will see the following sub-options for specific dates.
    • Before: To consider transactions before a specific date
    • After: To consider the transactions after a specific day
    • Between dates: To consider transactions between two specific dates. (X to Y)

  • Relative days
    You can use this to consider transactions made in in relative days, weeks or months. 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.

Based On

  • Quantity bought: Use this to define products based on the purchase quantity.
  • Amount Spent:  Use this to define products based on the amount spent for the specified product or category.
  • Number of bills with product: Use this to define favorite products based on the number of bills that contain the selected product or product category.


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.


Day

  • Day of Week: Choose this to get customers by weekly shopping behavior, say, customers who shopped more than 50% on Saturday and Sunday, and select the Weeks accordingly in select day of the week.

Hours

Lets you further filter customers by transacted hours. You can select a time range in hours. For example, you can get customers who bought a specific product, category, or brand for n the last 30 days during the peak hours (say 14:00 - 20:00).

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




 

Store/Zone

This further filters transactions made 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 visited 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.