[Coming Soon] Create Customer Group - General Filter

ECSCPOS.png

SHOPLINE "Customer Group" feature will allow you to use a variety of filters to segment your audience accurately. You can also export relevant reports of specific customer groups so that you can formulate the best marketing strategies and promotional activities for this customer group.

In this article, you will learn the filter conditions for the customer groups.

 

1. Introduction

The Customer Group filter conditions are mainly divided into 6 types - Profile, Customer tags, Product Preferences, Visiting Behavior, and Purchase Behavior. Please read this article for details about Smart RFIM segmentation.

*Note: For order-related filter conditions, the orders do not contain canceled or deleted orders. 

EN1.png

 

A. Profile

There are 20 filter conditions for customer profiles:

Name

Operation steps/ Options

Update frequency

Customer Name

  1. Enter customer name
  2. Click Confirm

*Notes:

  • Up to 25 names can be entered. Use a comma "," to separate
  • Currently only the names entered in the online store can be searched 

Hourly

Gender

  • Male
  • Female
  • Undisclosed

Hourly

Birthday

  • By Year
  • By Month

Hourly

Has Email

  • Yes
  • No

Hourly

Email Verification Status

  • Verified
  • Not Verified

Hourly

Has Mobile Number

  • Yes
  • No

Hourly

Mobile Verification Status

  • Verified
  • Not Verified

Hourly

Added From

  1. Select the source
    • Storefront Website
    • Admin Panel
    • Retail Store
  2. Click Add

Hourly

Created Time

Select a date range

Hourly

Registered Time

Select a date range

Hourly

Registered From

  1. Select the source
    • Storefront Website
    • Admin Panel
    • Retail Store
  2. Click Add

Hourly

Is Password Set

  • Yes
  • No

Hourly

Membership Status

  • Member
  • Non-member

Hourly

Is Blacklisted

  • Yes
  • No

Hourly

Membership Tier

  1. Select the membership tier you set in Admin
  2. Click Add

Hourly

Membership Expiry Date

Select a date range

Hourly

Member Point Balance

  1. Select ​​equal/ greater/ less than/ equal to or greater than/ equal to or less than
  2. Enter point amount
  3. Click Add

Hourly

User Credit Balance

  1. Select ​​equal/ greater/ less than/ equal to or greater than/ equal to or less than
  2. Enter credit amount
  3. Click Add

Hourly

Membership Upgrade Balance 
  1. Select ​​equal/ greater/ less than/ equal to or greater than/ equal to or less than
  2. Enter credit amount
  3. Click Add

*Note: This filter is only available for stores that set the membership upgrade condition to "Purchase within specific period". 

Hourly 

Credit Expired in N Days

 

Select between 1-30 days

Hourly 

 

B. Customer Tag

Name

Operation steps

Update frequency

Customer Tag

  1. Select the tags you set in Admin
  2. Click Add

*Note: Up to 25 customer tags can be selected

Immediately

 

C. Product Preference 

There are 9 filter conditions:

Name

Operation steps

Update frequency

Viewed Specific Product

  1. Select product by name or SKU
  2. Click Add
  3. Select a date range

*Note:

  • Select at most 20 products
  • The date range should be less than 1 year

Daily

Viewed Specific Category (Note 1)

  1. Select a created category
  2. Click Add
  3. Select a date range

*Note:

  • Select at most 20 products
  • The date range should be less than 1 year

Daily

Wishlist Contains Specific Product

  1. Select product by name or SKU
  2. Click Add
  3. Select a date range

*Note:

  • Select at most 20 products
  • The date range should be less than 1 year

Immediately

Wishlist Contains Specific Category

  1. Select a created category
  2. Click Add
  3. Select a date range

*Note:

  • Select at most 20 products
  • The date range should be less than 1 year

Immediately

Abandoned Cart Contains Any Product

Select a date range

*Note: Please select the date within 180 days

Hourly

Abandoned Cart Contains Specific Product

  1. Select product by name or SKU
  2. Click Add
  3. Select a date range

*Note:

  • Select at most 20 products
  • Select the date within 180 days

Hourly

Abandoned Cart Contains Specific Category
  1. Select a created category
  2. Click Add
  3. Select a date range

*Note:

  • Select at most 20 products
  • Select the date within 180 days

Hourly

Purchased Specific Product

  1. Select product by name or SKU
  2. Click Add
  3. Select a date range

*Note:

  • Select at most 20 products
  • The date range should be less than 1 year

Hourly

Purchased Specific Category

  1. Select a created category
  2. Click Add
  3. Select a date range

*Note:

  • Select at most 20 products
  • The date range should be less than 1 year

Hourly

*Note 1: Customers are listed in the customer group only when they click on the category page. They will not be listed if they only view the product pages in the category.

The system currently does not support categories created as Advanced Pages.

 

D. Visit

There are 3 filter conditions:

Name

Operation step

Update frequency

Last Login Time

Select a date range

*Note: The date range should be less than 1 year

Hourly

First-Visit Traffic Channel

  1. Select the channels below
    • Paid Search
    • Organic Search
    • Paid Social
    • Organic Social
    • Other ads
    • Email
    • Referral Link
    • Others
  2. Click Add

Hourly

Most Visited Traffic Channel
  1. Select the channels below
    • Paid Search
    • Organic Search
    • Paid Social
    • Organic Social
    • Other ads
    • Email
    • Referral Link
    • Others
  2. Click Add

Hourly

 

E. Purchase Behavior

There are 7 filter conditions:

Name

Operation steps

Update frequency

Last Order Date

Select a date range

*Note: The date range should be less than 1 year

Daily

Number of Orders

  1. Select ​​equal/ greater/ less than/ equal to or greater than/ equal to or less than
  2. Enter time
  3. Click Add
  4. Select "Custom Time/Lifetime"

*Note: The date range should be less than 1 year

Custom Time: Hourly

Lifetime: Daily

Order Amount

  1. Select ​​equal/ greater/ less than/ equal to or greater than/ equal to or less than
  2. Enter amount
  3. Click Add
  4. Select a date range

*Note: The date range should be less than 1 year

Hourly

Money Spent

Please read the guide below*

Custom Time: Hourly

Lifetime: Daily

AOV

(Average Order Value)

Please read the guide below*

Custom Time: Hourly

Lifetime: Daily

Purchase Channel

  • O2O (Online store and retail store): Any orders placed in the online store, express checkout page, or retail store
  • Online store: Any orders placed in the online store, social channels, or created through [Order management] > [Orders] for customers
  • Social Commerce: Any orders placed in the livestream, Post Sales, Message Center, or those created through Admin > [Social Commerce] > [Manual Order] for customers
  • Any retail stores: Any orders placed in any of the retail stores, Kiosks, Smart OMO
  • Specific retail store: Any orders placed in a specific retail store, Kiosk, Smart OMO
    1. Check a retail store
    2. Click Add

*Note: This filter's order source does not include "Open API", or "Import Customer Report".  

Daily

Convert by Affiliate Campaign

  1. Enter campaign name or affiliate code
  2. Click Add

*Note:

  • Currently supports up to 10 campaigns
  • The campaign source includes all the campaigns (Pending/ In progress/ Expired) created through [Promotions & Rewards] > [Affiliate Campaign]. Deleted campaigns are excluded.

Hourly


* Money Spent/ AOV

1. Select High/ Mid/ Low/ Custom

The "Smart RFIM Grouping" feature is required to display the "High/Medium/Low" smart options which the system captures customer spending data. For details, please refer to this article.

EN2.png

2. If you select "Custom", please select equal/ greater/ less than/ equal to or greater than/ equal to or less than.

3. Enter the spent amount.

4. Click Add.

EN3.png


5. Select "Custom Time" or "Lifetime".

EN4.png


*Note: If you select "Custom Time", the date range should be less than 1 year.

EN5.png

 

Read more

 

 

 

 

 

Have more questions? Submit a request

Comments