# Customer Filters

Customer filtration by parameters and filter groups have been added to the customer base

1\. Filters include the following parameters:

* Card balance
* Device type
* Card serial number
* Card status
* UTM-tag
* Current number of uses
* Registration date
* Email
* Gender
* Name
* Phone
* Unused rewards
* Number of stamps
* Customer birthday

<figure><img src="https://3532823246-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Feh7Pq1txwmXygMcJDrEo%2Fuploads%2FmEMsgQjFL42EOUSLhWYe%2Fimage.png?alt=media&#x26;token=3c13b2e9-bc26-4faf-a9b1-a6141dbde05b" alt=""><figcaption></figcaption></figure>

Filters can overlap on an AND/OR condition.

<figure><img src="https://3532823246-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Feh7Pq1txwmXygMcJDrEo%2Fuploads%2FUyMH2eZoL1PkkiLnTHpt%2Fimage.png?alt=media&#x26;token=b4598b0b-c778-4ad7-81df-57bde233cecc" alt=""><figcaption></figcaption></figure>

Filter can include:

* comparison to a specific value (string, number, etc.): equal, not equal, more, less, etc.
* entering a range of values: e.g. date from - date to
* entering an array of values: equal to one from the list

For example, the "Card balance" filter

<figure><img src="https://3532823246-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Feh7Pq1txwmXygMcJDrEo%2Fuploads%2F8vRbdibE8zZqnzZE2i0l%2Fimage.png?alt=media&#x26;token=0d1b9a9f-f6a5-4f85-b214-cd81845423a7" alt=""><figcaption></figcaption></figure>

1\. Filter Groups are ready-to-use presets based on filters. Each filter in a group can be applied individually or combined

There are currently 3 groups of filters, but they will be added quickly.

The first filter group “RFM - segments” is a method of analysis that allows you to segment customers based on two variables - duration and frequency of visits.

The following visit periods are included in the analysis:

**0 to 30 days:**

Number of visits from 0 to 3: RFM - Beginners

Number of visits from 4 to 7: RFM - Growths

Number of visits from 8 to 12: RFM - Champions

**31 to 60 days:**

Number of visits 0 to 3: RFM - Doubtful

Number of visits from 4 to 7: RFM - Medium (borderline)

Number of visits from 8 to 12: RFM - Loyal - Regular

**61 to 90 days:**

Number of visits 0 to 3: RFM - Sleeping

Number of visits from 4 to 7: RFM - At risk

Number of visits from 8 to 12: RFM - Needs attention

<figure><img src="https://3532823246-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Feh7Pq1txwmXygMcJDrEo%2Fuploads%2FTR3ARpt9ibgWBbiQHpOX%2Fimage.png?alt=media&#x26;token=26b8da56-7a5a-479f-9bf3-b220ef52a9cc" alt=""><figcaption></figcaption></figure>

"Health" group contains filters that can be used to sort clients with missing data/not installed cards:

* Card status not installed
* Unknown gender
* Empty birthday

<figure><img src="https://3532823246-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Feh7Pq1txwmXygMcJDrEo%2Fuploads%2FtKl0uH4Cqjs97QgbqXWM%2Fimage.png?alt=media&#x26;token=e99c8201-13f8-4a89-9032-e82344d46bdf" alt=""><figcaption></figcaption></figure>

The "Loyalty" filter group includes filters:

* Card status installed
* Apple Wallet
* Wallet Passes
* Google Pay
* PWA

<figure><img src="https://3532823246-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Feh7Pq1txwmXygMcJDrEo%2Fuploads%2FCJTI005Whz3pfeci3Yb6%2Fimage.png?alt=media&#x26;token=4f446538-ffcf-42c9-8780-64bfa5542455" alt=""><figcaption></figcaption></figure>
