Why?

For even more granular filtering of the contacts in your segments. 

You can now filter customers and contacts based on changes to their lifecycle status, e.g. an active customer about to become at risk, or a customer who lapsed recently.

What’s new?

Access the 'Customer Filter' from the following screens:

  • Customer > Segment Explorer > Filter Customers
  • Broadcast Campaigns > Segment node > Filter Customers
  • Automation Campaigns > Segment node > Configure

Click + ADD CONDITION

All of the new filter options are in the ‘Customer Attributes’ tab:

The options are:

FieldDescription
Date contact became 'at risk'Filter based on the date a contact became ‘at risk’ of lapsing.
Date customer became 'lapsed'Filter based on the date a contact’s lifecycle stage became ‘lapsed’.
Date lead was acquiredFilter based on the date a lead was acquired.
Date customer was 'won back'Filter based on the date a contact transitioned from ‘lapsed’ to ‘active’ again.
Date customer was 'saved'Filter based on the date a contact transitioned from ‘at risk’ to ‘active’.
Store of customer's last orderFilter based on the store the contact last purchased from.
Store of customer's first orderFilter based on the store the contact made their first purchase from.
Date contact acquiredFilter based on the date the contact entered your lists.
Date created in OmetriaFilter by the date the contact was created in Ometria.
Date customer will become 'at risk'Filter based on the date a customer will transition to ‘at risk’.
Date customer will become 'lapsed'Filter based on the date a customer will transition to ‘lapsed’.

For the date fields, you have further options:

These can be used to add even more granular detail to your filters:

OptionDescription
beforeFilters contacts whose lifecycle status changed (or order was placed) before the selected date.
E.g. contacts that became 'at risk' before 1 January 2020
before (relative)Filters contacts whose lifecycle status changed (or order was placed) before the selected time period (in hours, days or weeks).
E.g. contacts that became 'at risk' before 8 hours ago (i.e. excluding the past 8 hours)
afterFilters contacts whose lifecycle status changed (or order was placed) after the selected date.
E.g. contacts that became 'at risk' after 1 January 2019
after (relative)Filters contacts whose lifecycle status changed (or order was placed) after the selected time period (in hours, days or weeks).
E.g. contacts that became 'at risk' after 8 hours ago (i.e. in the past 8 hours)
onDefine a date upon which a contact's lifecycle status changed or an order was placed.
E.g. contacts that became 'at risk' on 1st January 2019
on (relative)Define a time (in hours, days or weeks) upon which the contact's lifecycle status changed, or their order was placed.
E.g. contacts that became 'at risk' 8 weeks ago (i.e. on this date 8 weeks ago)
betweenSet a date range during which contacts' lifecycle status changed, or their order was placed.
E.g. contacts that became 'at risk' between 1 January 2020 and 15 January 2020
between (relative)Set a time period (in hours, days or weeks) during which contacts' lifecycle status changed, or their order was placed.
E.g. contacts that became 'at risk' between 6 hours and 1 day ago
day of month isDefine a day of the month (e.g. enter '15' for the 15th) upon which a contact's lifecycle status changed, or their order was placed.
This filter returns contacts that became 'at risk' (for example) on that date for any month, e.g. 15th June 2016, 15th July 2018 etc.
day of week isDefine a day of the week upon which a contact's lifecycle status changed, or their order was placed.
This filter returns contacts that became 'at risk' (for example) on that day for any week, e.g. 15th June 2016, 15th July 2018 etc.
month isDefine the month (e.g. January) in which a contact's lifecycle status changed, or their order was placed.
This filter returns contacts that became 'at risk' (for example) during that month for any year, e.g. January 2020, January 2019, January 2017 etc.
year isDefine the year (e.g. 2019) in which a contact's lifecycle status changed, or their order was placed.
This filter returns contacts that became 'at risk' (for example) at any point during that year.
anniversary is todayThis filters contacts whose lifecycle stage changed (or order was placed) on today's date.
e.g. If today is 1st January 2020 and you selected 'contacts that became at risk - anniversary is today'  it will return contacts that became 'at risk' on 1st January 2019, 1st January 2018, 1st January 2017 etc.
anniversary wasDefine (in days) the anniversary of the contacts' lifecycle change (or order was placed).
e.g. If today is 1st January 2020 and you selected 'contacts that became at risk - anniversary was 8 days ago' it will return contacts that became at risk on 24th December 2019; 8 days prior to today.
which is knownFilters all contacts with the lifecycle status you have selected - i.e. the lifecycle status is known, and it is 'at risk' (for example).
which is not knownFilters all contacts whose lifecycle status is unknown.

 

Lifecycle stages explained

  • A ‘Lead’ has placed no orders yet, regardless of their subscription status
  • An ‘Active’ contact has placed an order within the past 182 days
  • An ‘At Risk’ contact last placed an order between 182 and 385 days ago
  • A ‘Lapsed’ contact has not placed an order for at least 385 days