Perform one-time activities on all your members or a specific group of members. To select a specific group, you can filter your members according to their attributes (ex: point balance, tag, etc.) and their actions (ex: made a purchase).
đź“š In this article...
Examples
Member Attributes
Member Actions & Criteria
Member Actions & Multiple Occurrences
Refresh Filter
NOTE: Click here to learn about selecting members according to membership keys.
đź’ˇExamples
- Let your VIP members know about an exclusive offer
- Notify members that prefer a specific location about deals for that location
- Send a coupon for diapers to members that bought baby products in the last 6 months
- Send an SMS to members that didn’t purchase in the last 2 months to invite them to stop by
- Send a reminder to members that received a specific benefit but didn’t yet redeem it
Member Attributes
You can filter members according to different member attributes. The attributes that you can choose from are the ones in your registration form and additional ones like tag, if they allow SMS, etc. If you choose multiple member attributes, then all of them must be active for the activity to apply to a member. For example, the member is tagged student AND is an app user.
You can also specify the membership status (i.e., registered, pending, or non-registered app users). For example, if you want to send an in-app message to users who installed the app but haven't yet registered, you would need to apply the rule to non-registered app users. Or if you want to register a member who paid for their membership, you would need to apply the rule to pending members.
Member Actions & Criteria
The following actions are currently available. For each action, you can define the date range along with additional criteria. If you add multiple actions (or even member attributes), then all of the filter criteria must be satisfied by each member.
|
Action |
Additional Criteria |
|
Made a purchase |
All purchase conditions, except mean of payment NOTE: Find members that didn’t purchase specific items using the didn’t purchase action (instead of “shopping cart doesn’t contain…”). If you add multiple purchase conditions, all must be satisfied for the same purchase. |
|
Didn’t purchase |
At specific location, or certain items |
|
Received a benefit |
Specific benefit or benefit source |
|
Redeemed a benefit |
Specific benefit or location NOTE: You cannot select multiple benefits. Either one specific benefit, or all. |
|
Didn’t redeem a benefit |
Specific benefit or location |
|
Punched a punch card |
Specific punch card, how many punches are in the card, and whether or not they punched the last punch (i.e. fully punched a punch card) |
|
Received points |
Number of points they received and their new point balance in a specific transaction where they received points |
|
Used points |
Number of points they used and their new point balance in a specific transaction where they used points |
|
Received credit |
Amount of credit they received and their new credit balance in a specific transaction where they received credit |
|
Used credit |
Amount of credit they used and their new credit balance in a specific transaction where they used credit |
|
Opened the app |
No additional criteria |
|
Paid using app credit |
Payment flow - in-app/top-up and payment amount. |
|
Joined the program |
If they used an invite code, used a specific invite code, or the joining source (such as at the POS or from the app) |
|
Gave consent |
Sending source (App or iFrame / Landing page / Hub) |
|
Didn't receive a push sent |
No additional criteria |
|
Received an email |
Sending source (such as POS, Rule, Hub, etc.) and email name
|
|
Didn't receive an email sent |
Sending source (such as POS, Rule, Hub, etc.) and email name |
|
Didn't open an email received |
Sending source (such as POS, Rule, Hub, etc.) and email name |
Member Actions & Multiple Occurrences
By filtering members according to multiple occurrences of an action, you can target members based on behavioral patterns. For example, reward engaged customers based on benefit redemption and point usage, target customers based on lifetime value or target relevant customer for new item recommendations.
For relevant actions, you can filter based on how many times the action occurred. For purchases, you can also filter based on the total value of the purchases (i.e., the sum of total spend for all purchases).
NOTE: If you add criteria, all the criteria must be satisfied for each action occurrence (see examples). However, you don’t need to add criteria to filter by the number of times the action occurred.
đź’ˇExample 1: Spent over $100 in at least 5 purchases
đź’ˇExample 2: Spent at least $500 total (lifetime) in the Manhattan location
đź’ˇExample 3: Opened the app at least 6 times last week
đź’ˇExample 4: Redeemed at least 4 benefits in the last 3 months
đź’ˇExample 5: Purchased baby products in at least 6 purchases in the last 2 months to promote new baby items
Refresh Filters
Clicking Filter Now will filter all your members according to the criteria you specified. If you wish to create a template or a draft, you can click Save filter criteria and then filter the members when you are ready to perform the activity.