The Client Options tab will allow you to filter clients by information that is stored in each client record. You can use one filter or a combination of filter options to return the results you want.

 

 

Description

 

Enter a name for the filter you are creating in this field.  It is best to enter a very specific description of the filter so that when you choose to use this filter again, it will be easy to determine which clients the filter is capturing.

 

Check Client Count

 

Clicking this button will display the number of clients who match the filter created. This number may not be the same as the number of emails sent in a marketing campaign, as the campaign will remove any clients without an email address.

 

First Visit Date Filter

 

The First Visit Date Filter will allow you to filter clients by the date of their first sale in Envision Cloud. This filter can be used to find new clients.  Check the "First Visit Date " check box and select a date range to the right of this filter option.

 

Last Visit Date Filter

 

The Last Visit Date Filter will allow you to filter clients by the date of their last sale in Envision Cloud.  The filter can be used to find clients that have not visited the business in a while.  Check the "Last Visit Date Filter" check box and select a date range to the right of this filter option.

 

Birthday Filter

 

The Birthday Filter can be used to filter clients by their Birthday.  All clients that have a birthday in the month selected will be selected with this option.  Check  the "Birthday " check box and select a month from the drop down menu to the right.

 

Email Filter

 

The Email Options can be used to filter clients that do not have an email address if you select the "No Email" option or the "Has Email" option can be used to get a count of the clients with email address.

 

 

Client Type Filter

 

The Client Type Filter will filter clients based on the client types that you have set in the software and applied to clients. Check the "Client Type" check box and select a Client Type from the drop down menu to the right.

 

Lead Source Filter

 

The Lead Source Filter allows you to filter clients by their Lead Source.  The Lead Source is how the client heard of your business.  This filter can be used to target clients that learned about you through promotions, advertising or even referrals.  Check the "Lead Source" check box and select a Lead Source from the drop down menu to the right.

 

Preferred Location

 

Choose a business location to be able to only send to one location's clients.

 

Email Export

 

When "Has Email" is selected in the Client Options section, selecting this option will allow export of the client information to a .csv file.