Where can I use filters in my Loyalty program?

Your loyalty program will consist of members who have been enrolled in the program. To target a specific behavior, or create subsets of the audience you can use filters.

This option is available within the Members module and the Campaigns Module

What are the options available?

Filters are divided into four parts:

  1. Basic Details
  2. Point Details
  3. Purchase Details
  4. Referral Details

Each of the parts consists of parameters point to the related member details.

  • Basic details: It mainly covers the member profile data as when enrollment took place, which tier the member is on, etc.

For example: You want to add a tag " holiday" to members who enrolled with you between December 23- December 25, 2020. In that case, you can select a date range and apply the changes. And further, add a tag in bulk.

  • Point Details: The entire program runs on points, hence these details are very crucial. You can identify certain behavior using these filters.

For example: You want to segregate members who have 500 available points to understand how many members are actually eligible for a certain reward and further analyze the redemption rate too.

  • Purchase details: You can use the purchase information to create subsets of members who have a certain pattern.

For example: You want to know the members who purchase heavily between the holiday season. Now you can target those members to provide them with additional offers.

  • Referral Points: This is purely to identify the impact of the referral activity

For example: You can filter based on how many referral shares actually took place and how many purchases followed with it.

Can I perform nested filtering?

Yes, you can mix and match the parameters and created your own nested filter to reach your targetted set of audiences.

How to import members to the loyalty program

Create a new member manually

Actions performed on a member profile

Setting up Explicit opt-in for members

Set up Auto-enrollment for members

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