The loyalty and referral options tab will allow you filter clients based on the loyalty plan assigned, the number of loyalty points the client has or referrals made. You can use just 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.

 

Use Loyalty Program Filter

 

Select this box to enable filtering the client based on a loyalty program. Select the loyalty program from the drop down selection box to the right.

 

Use Loyalty Point Range

 

Select this box to filter clients based on the number of loyalty points that they have. Enter the numbers in the boxes to the right.

 

Use Referral Filters

 

Select this box to enable filtering clients based on one or both of the referral filter selections below.

 

Total Clients Referred Range

 

Filter clients by entering a beginning and ending number of referrals that have been made. This may or may not be used with the date range below.

 

Referred New Client Between Dates

 

Enter a date range for a referral to have been made. This option only works with the numbers entered in the Total Clients Referred fields.