Create Customer Group - General Filter

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SHOPLINE TW Copywriters

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SHOPLINE's "Customer Group" feature will allow you to use a variety of filters to segment your customers 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 and be introduced to the following:

 

1. Introduction

The Customer Group filter conditions are mainly divided into 7 types - Profile, Customer tags, Product Preferences, Visiting Behavior, Purchase Behavior, and Accept Marketing. Please read this article for details about Smart RFIM segmentation.

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

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i. Profile

There are 29 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 Birthday
  • Yes (if any of the fields for year/month/day has a value)
  • No
 Hourly
Has Email
  • Yes
  • No
 Hourly
Email Verification Status
  • Verified
  • Not Verified
 Hourly
Has Mobile Number
  • Yes
  • No
 Hourly
Mobile Phone Number Country Code
  1. Check the mobile phone number country code
  2. Click Add

*Note: If the country codes are the same, customers from another region may also appear. e.g. United States (+1), Hawaii (+1), so when selecting the United States, customers from Hawaii may also appear.

 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 (Remark 1*) Hourly
Registered Time Select a date range (Remark 1*) Hourly
Registered From
  1. Select the source
    • Storefront Website
    • Admin Panel
    • Retail Store
  2. Click Add
Hourly
Has Facebook registration ID?
  • Yes
  • No
 Hourly
Has LINE registration ID?
  • Yes
  • No
 Hourly
Is Password Set
  • Yes
  • No
 Hourly
Membership Status
  • Member
  • Non-member
 Hourly
Is Blacklisted
  • Yes
  • No
 Hourly
Customer Delivery Address
  1. Check delivery region:
    •  
      • Taiwan > City > District
      • Hong Kong > Area > District
  2. Click Add
Hourly
Membership Tier
  1. Select the membership tier you set in Admin
  2. Click Add
Hourly
Membership Expiry Date Select a date range (Remark 1*) 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
Unused Coupons of Customers
  1. Search for the campaign name and check it
  2. Click Add

*Note: This is only applicable for filtering active, non-expired, and publicly available coupon types.

 Hourly
Recent Upgrade Date Choose a date range (Remark 1*) Hourly
Recent Renewal Date Choose a date range (Remark 1*) 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
Hourly 
Membership Tier Extend 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
Member Point Expired in N Days Select between 1-30 days Hourly
Credit Expired in N Days Select between 1-30 days Hourly 
Store Referral by Store
  1. Select a specific store
  2. Click Add

*Note: If the store has been deleted, it will not be displayed in the list

 Hourly
Store Referral by Administrator/Staff
  1. Search for the store staff name and check it
  2. Click Add

*Note: If the staff member has been deleted or has left the job, they will not be displayed in the list.

 Hourly

*Remark 1: The selected date range is categorized into 2 types: "Fixed" and "Last." The method you select will affect the time period in which the system matches eligible customers to the group created and when the group is updated later.  For more information, please refer to this article.

⚠️ Note: If you have changed the conditions for membership extension or upgrade, please contact the Online Merchant Success Team to assist in the application and update the filter condition data according to the latest conditions.

 

ii. 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

 

iii. Product Preference 

There are 9 filter conditions:

Name Operation steps Update frequency
Viewed Specific Product
  1. Select a product by name or SKU
  2. Click Add
  3. Select a date range (Remark 1*)

*Notes:

  • Select at most 20 products
  • The date range should be less than 1 year
  • Currently, only data from the past year can be filtered.
 Daily
Viewed Specific Category (Remark 2*)
  1. Select a created category
  2. Click Add
  3. Select a date range (Remark 1*)

*Notes:

  • Select at most 20 products
  • The date range should be less than 1 year
  • Currently, only data from the past year can be filtered.
 Daily
Wishlist Contains Specific Product 
  1. Select product by name or SKU
  2. Click Add
  3. Select a date range (Remark 1*)

*Notes:

  • 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 (Remark 1*)

*Notes:

  • Select at most 20 products
  • The date range should be less than 1 year
 Immediately
Abandoned Cart Contains Any Product (Remark 3*)

Select a date range (Remark 1*) 

*Note: The earliest start date that you can currently select is six months ago. 

 Hourly
Abandoned Cart Contains Specific Product (Remark 3*)
  1. Select the product by name or SKU
  2. Click Add
  3. Select a date range (Remark 1*)

*Notes: 

  • Currently only supports searching "Products" and "Product sets." Currently does not support "Add-ons
     and "Free Gifts."
  • Select at most 20 products.
  • The earliest start date that you can currently select is six months ago. 
 Hourly
Abandoned Cart Contains Specific Category (Remark 3*)
  1. Select a created category
  2. Click Add
  3. Select a date range (Remark 1*)

*Notes:

  • Select at most 20 products.
  • The earliest start date that you can currently select is six months ago. 
 Hourly
Purchased Specific Product
  1. Select product by name or SKU
  2. Click Add
  3. Select a date range (Remark 1*)

*Notes:

  • 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 (Remark 1*)

*Notes:

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

*Remark 1: The selected date range is categorized into 2 types: "Fixed" and "Last." The method you select will affect the time period in which the system matches eligible customers to the group created and when the group is updated later.  For more information, please refer to this article.

*Remark 2: 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.

*Remark 3: The data tracking method for abandoned carts can make the customer list slightly different, but it is still highly informative. Adandoned carts are not included in the cart data for livestreams, social post selling, and One-Page Checkout｜One-Page Store.

 

iv. Visit

There are 3 filter conditions:

Name Operation step Update frequency
Last Login Time

Select a date range (Remark 1*)

 

 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

*Remark 1: The selected date range is categorized into 2 types: "Fixed" and "Last. The method you select will affect the time period in which the system matches eligible customers to the group created and when the group is updated later.  For more information, please refer to this article.

 

v. Purchase Behavior

There are 11 filter conditions:

Name Operation steps Update frequency
Last Order Date

Select a date range (Remark 1*)

*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 (Remark 1*)

*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, Smart OMO
  • Specific retail store: Any orders placed in a specific retail store, 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."  

 Hourly
Specific Channel Money Spent
  1. Check the specified channel
  2. Select ​​equal/ greater/ less than/ equal to or greater than/ equal to or less than
  3. Enter the amount
  4. Click Add
  5. Choose a date range (Remark 1*)
 Hourly
Specific Channel Number of Orders
  1. Check the specified channel
  2. Select ​​equal/ greater/ less than/ equal to or greater than/ equal to or less than
  3. Enter the number of orders
  4. Click Add
  5. Choose a date range (Remark 1*)
 Hourly
Specific Channel 
Order Amount
  1. Check the specified channel
  2. Select ​​equal/ greater/ less than/ equal to or greater than/ equal to or less than
  3. Enter the amount
  4. Click Add
  5. Choose a date range (Remark 1*)
 Hourly
Convert by Affiliate Campaign
  1. Enter the 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
Applied Promotional campaigns
  1. Search by the campaign name and check it
  2. Click Add
  3. Choose a date range (Remark 1*)
 Hourly

*Remark 1: The selected date range is categorized into 2 types: "Fixed" and "Last. The method you select will affect the time period in which the system matches eligible customers to the group created and when the group is updated later.  For more information, please refer to this article.


* Money Spent/ AOV:

A. 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.

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

C. Enter the spent amount.

D. Click Add.

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E. Select "Custom Time" or "Lifetime."

*Note: If you select a custom time, the maximum time period is limited to 1 year. 

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vi. Accept Marketing

There are 5 filter conditions:

Name Update frequency
Accept Email Marketing Immediately
Accept SMS Marketing Immediately
Accept Facebook Messenger Marketing Immediately
Accept LINE Marketing Immediately
Accept WhatsApp Marketing Immediately

 

 

 

 

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