Understanding customer filters & segments
Customer filters allows you to narrow down important groups of customers. You can use filters to quickly get insights about your customer base. For example, you can filter for customers who have recently made an order with you.
A segment is a group of your customers defined by the filters that you have set. Customers automatically join (or leave) a segment whenever they match (or do not match) those filters. For example, you can create a “lapsed reservation” customer segment to send them a win-back offer.
Adding filters
To add a filter, click on “+ filter” button at the top of the customer list and select what you want to filter by. There are two main types of filters you can choose from:
Customer data filters
Customer activity filters
Customer data filters
Customer data filters allows you to search by a certain customer detail - e.g by their birthdate, tags, marketing subscription status or total lifetime spend etc. These are descriptions about a particular customer. All customer data filters fall into one of the following categories:
Text - for data in the form of text, you can filter for exact match (e.g lastname is “tan”) or partial match (e.g name contains “lim”)
Date - for date based data, you can filter for exact date (e.g birthday on XXX) or relative date (created 30 days ago)
Number - for number based data, you can filter for values more than, less than or equals to a certain value
prefixed data(e.g true, false, VIP etc) - for prefixed data data (e.g marketing permissions) you can filter for the value you want the customer to have or not to have
Customer activity filters
Customer activity filters allows you to filter for a customers who have (or have not) performed a certain action across all your Oddle products (e.g make online order, place reservation). For each activity, you will be able to filter with the following:
Whether the activity has or has not occured - (e.g check for customers who have never made an online order)
When the activity first occured - (e.g check when the customer first made a reservation)
When the activity last occured- (e.g check when the customer last made terminal payment)
How many times the activity occured over a certain period of time - (e.g check for customers who made 3 online orders in the last year)
After you’ve added your filters, the list of customers will update to reflect only customers that fulfil the conditions you set in your filters.
ℹ️ If you’ll like to export your results, click on the “more” button and click on “download all customers”. You will be asked to key in your email and the current selection of customers will be sent to your email shortly.
Combining Filters
To target a more narrow set of customers, you can combine multiple filters together with “AND” or “OR” , which are join operators that combine different filters together. For example you could target customers who have made an online order with you and have also completed a reservation with you.
AND - the customer has to fulfil all filter conditions
OR - the customer has to fulfil only 1 filter condition out of the many
ℹ️ When u change a join operator, all join operators in the same filter group will change to the same value. To support using different join operators, you can create multiple different filter groups. Read the below section to understand more about filter groups
Filter groups
Filter groups allow you to create more complex queries by supporting both “AND” / “OR” filter aggregator in a single query. To create a filter group, simply press the “+” button beside a filter instead of click the “+ add filter” button at the end.
Different query groups can support different filter aggregators. For example, if you have 2 filter groups, Group A and group B. Within group A, you can choose to use the “OR” aggregator, while in group B, you can choose to use the “AND” aggregator.
Saving Segments
Segments are an easy way to view a specific customer group. When you save a segment, you are saving the filters that you want. This means that in order to create a segment, you will need to have at least 1 or more filters currently selected. Once done, you can create a segment with the following steps:
Press the “save as segment” button. A modal will appear once you have clicked on the button
Enter your segment name
Select an icon to represent your segment and input segment details (optional)
Click on “save a segment” button
The segment is now saved and you can have quick access to it by clicking on the segment drop down at the top of the page.
ℹ️ As segments save the filters that you want, the customer inside a segment is dynamic. We will automatically move customers in and out of a segment depending on whether they fulfil the conditions of the filter or not, ensuring that customers inside the segment are always updated.