What are the available Account Filter Conditions?

Account Filter

Description

How To

Program Template

Use this filter to select which aspects of your program you would like to analyze (i.e. gift cards, loyalty cards).

Using the single and double arrow buttons, move the desired program templates into the "Selected" box. Using the radio button, choose whether you would like to include or exclude the selected program templates in your search.
For Example: You could review activity on strictly your loyalty program.

Sequential Cards

This filter enables you to select a group of accounts based on their sequential card number.

1. Define which program you are looking into via the drop down on the left.
2. Enter the first and last numbers in the sequential range.
3. Define the number of cards to be looked up within the range.

Account Filter

Description

How To

Account Status

Use this to filter guests based on the status of their account(i.e. active, terminated).

Using the single and double arrows, move the desired account statuses into the "Selected" box.
For Example: You could review all the terminated accounts in your program.

Address

Use this to filter guests on whether they have provided their postal addresses or not.

Using the radio button, select the desired option.
For Example: You could use this filter to target guests without a postal address and run a campaign encouraging them to complete registration.

Age

Use this to filter a specific age group.

Using the drop down, select the desired boundaries. From there, specify which age group. Using the "add" button you can select a more focused age grouping.
For example: You can search accounts for those "at least" 18 years of age AND "younger than" 30

Anniversary Date

Use this to filter guests by their wedding anniversary date.

Select the desired date condition from the drop down menu.
If Date Range: Define a range of dates you would like to include or exclude.
If Partial Date, click Clear and then select the desired months and days by selecting them from the calendar. If desired months or days are highlighted in gray, that means that month and day is being excluded.
If Relative Date condition: Filter guests whose anniversary is within the last or next specified amount of days, weeks, or months. Using the "add" button you can select a more focused grouping.
For example: you could run a campaign that sends a congratulatory email the week of a guest's anniversary.

City

Use this to filter guests by the city they are located in.

Select the boundaries from the drop downs, and then write the desired city names in the textbox. To include multiple cities, choose "one of" from the drop down menu. Using the "add" button you can select a more focused grouping.
For example: you can filter guests living in the surrounding towns of a new store location

Company Name

Use this to filter guests by their listed company name.

Using the drop down, select whether you would like include or exclude the provided company name, or by if this information is provided.
For example: You could target your corporate customers.

Country

Use this to filter guests by the country they are located in.

Using the single and double arrows, move the desired available countries over to the "Selected" box. Using the radio button, choose whether you would like to include or exclude the selected countries in your search.
For example: You can filter all guests located within Canada.

Custom Question

Use this to filter guests responses to your custom questions

Using the dropdown, choose between your available custom questions. Using the conditional dropdowns, filter out the desired responses to your custom question. Move desired responses to the "Selected" box using the single or double arrows.

Date of Birth

Use this to filter guests based on their birth date.

Select the desired Data Condition from the dropdown. If Range, identify the ranges of dates you do or do not want to include. If Partial Date, click Clear and then select the desired months and days by selecting them from the calendar. If desired months or days are highlighted in gray, that means those months and days are being excluded. If Relative, define the number of days within the guest’s birthday.
For example: You can filter guests whose birthday is within 7 days, and target them in a birthday campaign.

External Account

Use this to filter guests by external account, where external account refers to anyone whose account is associated to an API.

Using the single and double arrows, move the operating systems (i.e. Android, iOS, OLO) into the "Selected" box. Using the radio button, select whether you would like to include or exclude the selection from the filter.
For example: You can filter all guests who use OLO.

Favorite Store

Use this to filter guests based on their favorite location.

From the drop down, choose if you would like to match on individual stores and or store groups. Using the single and double arrows, move the desired stores into the "Selected" box.
For example, you can target guests in a lunchtime campaign at their favorite store.

Perk

Use this to filter guests based off of their responses to perks

Using the single and double arrows, move the desired fields into the "Selected" box. Use the radio button to select whether you would like to include or exclude these fields from your search.
For Example: You could find out how many guests listed themselves as gluten free in response to your dietary perk.

Phone Number

Use this to filter guests on if they have a phone, fax, or mobile number in your system.

Using the arrows, move the desired phone/fax type over to the Selected field. Using the drop down, select if you would like to filter on all, one, or none of the numbers in the "Selected" box.
For Example: You could filter out guests with a listed mobile phone number, and encourage them to join your SMS program.

Postal Code

Use this to filter guests by postal code including whether this information is provided, and by a specified postal code.

Using the drop down, select whether you would like include or not include the provided zip code, or by if this information is provided.
For example: You can filter guests of the same postal code of a new store location.

Salutation

Use this to filter guests by their salutation.

Using the single and double arrows, move the desired salutations into the "Selected" box. Using the radio button, choose whether you would like to include or exclude the selected salutations from your filter.

State or Province

Use this filter to sort guests by state or province

Using the single and double arrows, move the desired available states/provinces into the "Selected" box. Using the radio button, choose whether you would like to include or exclude the selected states/provinces from your filter.
For Example: You can run a campaign to target guests living in the same state as a new store opening.

Tier

Use this filter to include or exclude one or more tiers of program accounts (e.g., VIP, gift, registered)

Using the single and double arrows, move the desired tiers over to the "Selected" box. Using the toggle in the top right, choose whether you would like to include or exclude the selected tiers from your filter.
For Example: You can filter all "Gold" members of your loyalty program.

Account Filter

Description

How To

Cumulative Wallet Activity

Use this to filter guests with a changed balance in a wallet within a certain time frame. Often this filter is used for the following: "Filter by guests who have visited X times within the past Y time period." Another often used example of this filter is the following: "Filter by guests who have spent X dollars within the past Y time period."

Select the desired wallet and change the relative amount change. Add the date range in which the wallet balance changed.
For Example: Filter all guests who visited more than once last month.

Date of Guest Info Changes

Use this to filter guests whose account information was changes within a date range.

Select the date range or relative day range that the changes were enacted.
For Example: If a client were to do a mailing based on an old list, you can look up the guest accounts that have changed since that report.

Date Used

Use this to filter guests who had (or didn't have) card activity within a time frame.

Choose the date range that the guest had activity within.
For Example: Filter all guests who did not use their card in the past 2 months.

Email Engagement

Use this to filter guests by the last time they opened or clicked an email within a time frame.

Choose the date range that where the guest opened and/or clicked on a email.
For Example: Filter all guests who opened and/or clicked an email within the past week.

Gift Card Expiration Date

Use this to filter guests whose gift card will be expiring within a certain time frame

Choose the date range or relative dates.
For Example: Filter all guests whose gift cards will be expiring next month.

Last Guest Activity Date

Use this to filter guests' last card activity within a time frame.

Select the date measurement and add the range.
For Example: Filter all guests whose most recent account activity was last month.

Last Stored Value Reload Date

Use this to filter guests who added value to their gift card within a certain date range.

Select the desired date condition and enter the date range.
For Example: Filter all guests who added value to their gift card last year.

Promotion Code

Use this to filter guests who are included in specific promotion codes within a date range.

Using the single and double arrows, move the desired promotion codes and date ranges into the "Selected" box.
For Example: You could run a guest analysis report on guests who received a particular promotion and review any changes in spending/visit behavior.

Transaction Amount

Use this to filter guest wallet activity (i.e. visit wallet, free coffee wallet) during a specified time period. This filter only looks to find guests who have had a transaction that meets the criteria during the time period. For example, "Find guests who have spent more than X dollars in any transaction over the past Y period of time." This filter does not find guests who have spent a cumulative X dollars over a period of time. To find guests who have met some cumulative wallet condition over a time period, use the "Cumulative Wallet Activity" filter instead.

Select the desired wallet from the drop down. Using the single and double arrows, move the desired activity and transaction types into the "Selected" boxes. Underneath the boxes, define the desired transactional amount added, as well as the range of dates you would like the filter to cover.
For Example: You could run a report on how many guests have over 5 visits in their visit wallet during February

Store Used

Use this to filter guests' activity at a specific store or store group during a specified time period.

Using the single and double arrows, move the desired stores or store groups into the "Selected" box. Using the toggle, select whether you would like to include or exclude the selected stores from your search. Using the date condition, specify the timeframe you would like to filter by.
For Example: You could see how many guests visited your new location this month.

Wallet Balance

Use this to filter by a specific value in a wallet.

Using the drop down, select the desired wallet. Enter the balance on the wallet you would like to filter in the text box. Using the toggle, specific whether you would like to include or exclude guest's with this balance.
For Example: You can target guests with a reward balance and invite them to come in.

Wallet Expiration

Use this to filter guests with expiring balances in a wallet.

Using the single and double arrows, move the desired wallets into the "Selected" box. Define the timeframe you wish to filter on using the date conditions.
For Example: You can target guests with an expiring reward and send them a reminder.

Wallet Balance Ratio

Use this filter to compare balances between two wallets.

Use the drop downs to specify which wallets you would like to compare. Enter in the desired ratio into the text boxes.
For Example: You can filter guests who have 1 visit for every $10 spent.

Account Filter

Description

How To

Scoring

Use this filter to leverage our Data Insights scoring method to better segment your customer populations on specific criteria.

1. Select the scoring criteria you wish to base your filter on from the drop down menu including Day of the Week preference, Likelihood to open email, Likelihood to visit in the next 7 or 30 days, Missed Visit Score or Online Ordering History.
2. Drag the blue slider to define the scope of your range.
3. Use the drop down to determine whether to include or exclude those accounts within your defined scope.
For example exclude a range of customers most likely to visit within the next 30 days.

Account Filter

Description

How To

Explicit Campaign

Use this filter to target customers based on their inclusion in particular campaigns run at specific times in the past.

Identify whether you are looking to define a group of customers to be included or excluded by this filter by using the drop down menu at the top left.
You can control how many campaigns are visible per page as well as which page you wish to navigate to above and below the campaign chart.
You can search using keywords from the campaign in the search box at the top left of the chart. Note: the text within a campaign's messaging is not searchable.
Select the one or multiple campaigns you wish to filter on by clicking the check box. You will find details about the campaign in the chart such as the envelope which indicates if there was email messaging for the campaign.
Click the checkboxes next to the campaign occurrences you wish to include in this filter.
By default the advanced campaign messaging component of this filter will be set to N/A no email sent. From here you can choose to target customers based on whether they opened the email from the campaign or unsubscribed through the campaign.
By clicking the blue "and" button you can combine with another occurrence of this filter with different parameters. Note: Choosing the "and" condition will require both filter parameters to be true of the population. Choosing the "or" condition will filter down to a population where one of the parameters must be true but not all.
For Example: Filter to customers who were included in the past three "we miss you" campaigns and opened their emails and exclude customers who were involved in your recent surprise campaign

Relative Campaign

Use this filter to target customers based on their inclusion in your last or second to last occurrence of a campaign.

Identify whether you are looking to define a group of customers to be included or excluded by this filter by using the drop down menu at the top left.
You can control how many campaigns are visible per page as well as which page you wish to navigate to above and below the campaign chart. You can search using keywords from the campaign in the search box for even easier navigation. Note: the text within a campaign's messaging is not searchable.
Select the radio button next to the campaign you wish to target. You will find details about the campaign in the chart such as the envelope which indicates if there was email messaging associated. For recurring campaigns you will see an arrow next to the Campaign name which you can click to display the dates the campaign was run. This will be helpful in determining the dates of the last and second to last occurrence of this campaign.
By default the advanced campaign messaging component of this filter will be set to "N/A no email sent". In these advanced settings you can choose to target customers based on whether they opened the email from the campaign or unsubscribed from messaging through the campaign email.
Use the radio buttons to determine if you wish to look at Target or Control groups for this campaign.
By clicking the blue "and" button you can combine with another occurrence of this filter with different parameters. Note: Choosing the "and" condition will require both filter parameters to be true of the population. Choosing the "or" condition will filter down to a population where one of the parameters must be true but not all.
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For example: filter to exclude customers who were involved in your last "we miss you campaign" and opened the email

Survey Response

Use this filter to target customers based on their responses to a survey built in the Paytronix Survey Tool.

If the customer responded to the survey, use the radio button to select 'Responded''. If the customer did NOT respond to the survey, use the radio button to select 'Not Responded'. Be sure to then select the survey the guests had to fill out to be targeted by your campaign.

Account Filter

Description

How To

Auto Recharge Enrollment

Use this to filter guests on whether they have an active or inactive auto recharge status

Use the radio button to select between active and inactive auto recharge status.
For Example: You could run a report on what percentage of guests with auto recharge are inactive.

Enrollment Date

Use this to filter guests based on the date they joined the program.

Using the drop down, select the desired date condition.
If Date Range: Define a range of dates you would like to include or exclude.
If Partial Date, click Clear and then select the desired months and days by selecting them from the calendar. If desired months or days are highlighted in gray, that means that month and day is being excluded.
If Relative Date condition: Filter guests whose date of enrollment is within the last or next specified amount of days, weeks, or months.
For Example: You can target guests who have been part of your program for over a year and offer a free reward for their next visit.

Enrollment Source

Use this to filter guests based on the method they used to join your program. For example, guests that signed up through Text-To-Join would be placed in the "Text" category, whereas guests who signed up on the registration page would be placed under the "Guest Website" category.

Using the single and double arrows, move the desired categories into the "Selected" box. Use the toggle in the upper right to choose whether you would like to include or exclude the selected categories from the filter.

Enrollment Store

Use this to filter guests based on the store they enrolled at.

From the drop down, choose if you would like to match on individual stores and or store groups. Using the single and double arrows, move the desired stores into the "Selected" box.
For example, local store marketers can target all guests that enrolled at their location.

Primary/Non-Primary Account

Use this to filter guests based on if they are a primary or a secondary cardholder

Use the radio button to select between primary and secondary cardholders.

Referrer Username

Use this to filter a guest's referrals

From the drop downs, choose which usernames you would like to see referrals of.

Registration Date

Use this to filter guests based on the date they registered their account.

Using the drop down, select the desired date condition.
If Date Range: Define a range of dates you would like to include or exclude.
If Partial Date, click Clear and then select the desired months and days by selecting them from the calendar. If desired months or days are highlighted in gray, that means that month and day is being excluded.
If Relative Date condition: Filter guests whose date of registration is within the last or next specified amount of days, weeks, or months.
For Example: You can target guests who have recently registered an offer them a free appetizer.

Registration Source

Use this to filter guests based on the method they used to register their account. For example, guests that registered through Text-To-Join would be placed in the "Text" category, whereas guests who registered on the registration page would be placed under the "Guest Website" category.

Using the single and double arrows, move the desired categories into the "Selected" box. Use the radio button to choose whether you would like to include or exclude the selected categories from the filter.

Reverse Enrolled

Use this to filter guests on whether they joined the program through reverse enrollment or not.

Use the radio button to select between reverse enrolled and non-reverse enrolled.
For Example: You could run a report on how many guests joined the loyalty program through reverse enrollment.

Subscription Program Status

Use this to filter guests on their status in a subscription program.

Select the subscription program using the drop down menu and select the guest status using the checkboxes. Select the subscription program using the drop down menu and select the guest status using the checkboxes. This filter includes ‘Registration Status' will will check for whether a guest is registered or not, and can drill down further to confirm whether they are registered with or without their contact data.

Account Filter

Description

How To

Email

Radio button toggle and checkboxes to select guests with various email statuses: opted in, not opted in, can the email be used, and more.

Use the radio button and checkboxes to filter by guest email status.

Juvenile

Use this to filter guests by juvenile status. Keep in mind that Paytronix does not store information on juvenile guests.

Use the radio button to filter guests by juvenile status.

Push

Use this to filter by guests who are either push opted-in and/or opted-out.

Use the checkboxes to select the guest push opt-in status.

Registration

Use this to filter by guests with various registration statuses.

Use the radio button and checkboxes to filter by guest registration status.

SMS

Use to filter by guests who are either SMS (text message) opted-in and/or opted-out.

Use the radio button and checkboxes to filter by guest SMS (text message) status.

Account Filter

Description

How To

Explicit Data Insights Band

Use explicit banding to target specific customer bands by period. Accounts are strategically banded together based on similar spending habits and visit frequency over a specific period of time.

At the top left choose whether you are selecting bands of accounts to include or exclude with this filter.
Click on the date to expand a list of all possible bands for this period. You will see number for all eligible guests within the band for the period. You can choose to define multiple different bands in diverse periods within this filter. At the bottom of the list you will find a summary of all selected bands and their periods. By clicking the blue "and" button you can combine with another occurrence of this filter with different parameters. Note: Choosing the "and" condition will require both filter parameters to be true of the population. Choosing the "or" condition will filter down to a population where one of the parameters must be true but not all.

Relative Data Insights Band

This filter is based on data insights customer bands for the current period or the last period. This filter will always behave in relation to the current date. Accounts are strategically banded together based on similar spending habits and visit frequency over a specific period of time.

Identify whether you are looking to define a group of customers to be included or excluded by this filter by using the drop down menu at the top left.
Indicate how many entries you hope to display in the left of the chart. Navigation to specific pages is available at the bottom of the chart. For even easier navigation you can also search entries.
If you would like to see more detailed information about when each period began, you can click the arrow beside the band name.
Information about the band that is currently selected is available at the bottom of the chart.
By clicking the blue "and" button you can combine with another occurrence of this filter with different parameters. Note: Choosing the "and" condition will require both filter parameters to be true of the population. Choosing the "or" condition will filter down to a population where one of the parameters must be true but not all.

Data Insights Tagged Accounts

Use this filter to target groups of accounts tagged by Data Insights.

Choose whether you are defining the accounts to include or exclude in this filter via the drop down menu.
On the left, select which tag you would like to refer to with this filter. Details about the tag (category, subcategory and type) are available within the chart. Organize your tags by one of these details by clicking on the header. The up arrow indicates ascending (A-Z), while the down arrow indicates descending (Z-A) order.
To show more than 10 tag options at one time, use the drop down menu on the left above the selection column.
At the bottom of the chart you will find your current selection.
Note: you can combine tagged account filters with the blue "+And" button. Choosing the "and" condition will require both parameters to be true of the filtered population. Choosing the "or" condition will filter down to a population where one of the parameters must be true but not all.