Filtering Customers

Apply filters to narrow down the customer list based on various criteria.

Exclusion Status

Filter customers based on whether they're excluded from the loyalty program.

Options:

• All customers
• Excluded only
• Not excluded only

Transaction Type

Filter customers who have completed specific transaction types.

Available Filters:

• Has order transactions
• Has signup transaction
• Has newsletter signup transaction
• Has birthday transaction
• Has shop anniversary transaction
• Has social media transactions
• Has reward claims
• Has reward redemptions

Customer Tier

Filter by customer tier membership.

Options:

• All tiers
• Specific tier (Bronze, Silver, Gold, etc.)
• No tier

Last Activity Date

Filter customers by when they last engaged with the loyalty program.

Configuration:

• Start date (from)
• End date (to)

Birthday

Filter customers by their birthday date.

Configuration:

• Start date (from)
• End date (to)

Shop Anniversary

Filter customers by their account creation date (shop anniversary).

Configuration:

• Start date (from)
• End date (to)

Points Earned

Filter customers by total points earned.

Configuration:

• Minimum points earned
• Maximum points earned

Points Claimed

Filter customers by total points claimed (spent on rewards).

Configuration:

• Minimum points claimed
• Maximum points claimed

Points Redeemed

Filter customers by total points redeemed (from used discount codes/gift cards).

Configuration:

• Minimum points redeemed
• Maximum points redeemed

Points Balance

Filter customers by current available points.

Configuration:

• Minimum balance
• Maximum balance

Please check more about it here: https://key-stone.app/docs/loyalties/customer-data/managing-customers.html#filtering-customers