Create Customer Group - General Filter

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 

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Gender

• Male
• Female
• Undisclosed

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Birthday

• By Year
• By Month

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Has Birthday

• Yes (if any of the fields for year/month/day has a value)
• No

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Has Email

• Yes
• No

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Email Verification Status

• Verified
• Not Verified

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Has Mobile Number

• Yes
• No

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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.

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Mobile Verification Status

• Verified
• Not Verified

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Added From

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

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Created Time

Select a date range (Remark 1*)

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Registered Time

Select a date range (Remark 1*)

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Registered From

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

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Has Facebook registration ID?

• Yes
• No

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Has LINE registration ID?

• Yes
• No

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Is Password Set

• Yes
• No

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Membership Status

• Member
• Non-member

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Is Blacklisted

• Yes
• No

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Customer Delivery Address

1. Check delivery region:
   • • Taiwan > City > District
     • Hong Kong > Area > District
2. Click Add

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Membership Tier

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

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Membership Expiry Date

Select a date range (Remark 1*)

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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

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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

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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.

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Recent Upgrade Date

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Recent Renewal Date

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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" 

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"

Credit Expired in N Days

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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

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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.

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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

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*)

*Note:

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

Daily

Viewed Specific Category (Remark 2*)

1. Select a created category
2. Click Add
3. Select a date range (Remark 1*)

*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 (Remark 1*)

*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 (Remark 1*)

*Note:

• 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. 

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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*)

*Note: 

• 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. 

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1. Select a created category
2. Click Add
3. Select a date range (Remark 1*)

*Note:

• Select at most 20 products.
• The earliest start date that you can currently select is six months ago. 

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Purchased Specific Product

1. Select product by name or SKU
2. Click Add
3. Select a date range (Remark 1*)

*Note:

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

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Purchased Specific Category

1. Select a created category
2. Click Add
3. Select a date range (Remark 1*)

*Note:

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

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Name

Operation step

Update frequency

Last Login Time

Select a date range (Remark 1*)

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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

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

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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

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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."  

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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*)

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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*)

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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*)

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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.

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Applied Promotional campaigns

1. Search by the campaign name and check it
2. Click Add
3. Choose a date range (Remark 1*)

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