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Overview

Ometria’s Customer Filter allows you to filter all of your contacts by 63 different metrics and conditions. 

You can use the customer filter to report on your contacts’ activity, as well as to create and save new segments.

The customer filter is available from the following screens in Ometria:

Select any of the following options from the drop-down:

  • everyone (default) - filter on all contacts in your account
  • customers - filter on all contacts who have placed at least one order
  • leads - filters on all contacts who have not yet placed an order (regardless of subscription status)

The number of contacts you are filtering displays in the top-left of the window, along with the percentage of your total contacts this number represents.

Next, choose from:

  • Select [segment] who match all of these blocks - the contacts generated will meet all of the conditions you define.
  • Select [segment] who match any of these blocks - the contacts generated will meet at least one of the conditions you define, but not necessarily all of them. 

Click +ADD CONDITION to start choosing your filters. You can add as many as you need, and your contacts count in the top-left will automatically update with the number of contacts which meet the conditions. 

Conditions are linked using AND OR logic - click here for more information.

Once you’re happy with your conditions, click Apply filter to update the data on the screen you’re viewing.

You can also select Save as new segment to save your filter as a dynamic or static segment.


Customer filter conditions

There are four filter categories, which can be used in combination with each other:

Customer attributes

ConditionDescription

Name

Filter based on the contact's first name.

Last name

Filter based on the contact's last name.

Email

Filter based on the contact's email.

Customer ID

Filter based on the contact’s customer ID.

Customer tag

Filter based on the 'customer tag'.

Customer belongs to segment

Filter based on a customer belonging to a segment.

Customer lifecycle stage

Filter based on the customer's lifecycle stage.

Customer frequency band

Filter based on the customer's frequency band.

Customer value band

Filter based on the - customer's value band.

Customer email engagement band

Filter based on the customer’s email engagement band

Country

Filter based on a customer's country.

Gender

Filter based on a customer's gender.

Age

Filter based on a customer’s age.

Date of birth

Filter based on customer’s date of birth.

Date subscribed

Filter based on date of subscription (marketing_optin timestamp).

Date unsubscribed

Filter based on date of the contact’s first unsubscription (marketing_optout timestamp).

Accepts marketing

Filter based on subscription status (subscribed vs. unsubscribed).

Phone number

Filter based on phone number pushed to Ometria (phone_number).

Phone number country

Filter based on the phone number's country code.

Has account

Filter based on whether the customer has an eCommerce account or not.

Date created in Ometria

Filter based on the date of creation in the system.

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 acquired

Filter 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 order

Filter based on the store the contact’s last valid order was placed with.

Store of customer's first order

Filter based on the store the contact first purchased from.

Date contact acquired

Filter based on 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'.

Purchase activity

ConditionDescription

Has placed an order that matches...

Filter that looks at any order in the customer's order history that matches X condition (choose from drop-down for that specific order).

Products interacted with

Filter looks at products the customer has interacted with.

Has purchased product with price

Customer has an order with a line item with a sub-price.

Customer Lifetime Value (CLV)

Sum of all orders for this customer (all time), using the Grand Total field.

Average Order Value (AOV)

Average of all orders for this customer (all time), using the Grand Total field.

Has used coupon code

Filter looks at whether the customer has used coupon code which is X.

Has ever used a coupon code

Filter looks at whether the customer has ever used a coupon code.

Date of first order

Filter based on the date of the customer's first valid order.

Date of last order

Filter based on the date of the customer's most recent valid order.

City of last order

Filter based on the city of the customer’s last order.

State of last order

Filter based on the state of the customer's last order.

Postcode of last order

Filter based on the postcode of the customer’s last order.

Country of last order

Filter based on the country of the customer’s last order.

Number of valid orders

Filter based on the number of orders a customer has with a status of 'valid'.

Number of attempted orders

Filter based on the number of valid and invalid orders a customer has.

Store purchased from

Filter based on the store a customer has purchased from.

Web activity

See also: Segmenting contacts by visit

ConditionDescription

Has made a visit that matches...

Filter that looks at any visit in the contact's visit history that matches X condition (choose from drop-down for that specific interaction).

First visit captured

Filters if the source of the customer’s first visit was captured (based on UTMs).

First visit medium

The medium the contact’s first visit is attributed to, e.g. social, CPC (cost per click), search, referral, etc. 

First visit name

The name of the source the contact’s first visit was attributed to, e.g. Ometria, Facebook, Google, etc.

First visit campaign

The campaign (if any) the contact’s first visit was attributed to.

First visit domain

The domain the contact’s first visit was attributed to, e.g. facebook.com, yoursite.com, etc.

First visit terms

The search terms a contact used to arrive at your site on their first visit, e.g. ‘dresses’, ‘red handbag’ etc.

Date first seen

Filter based on date the contact first visited the website.

Date last seen

Filter based on the timestamp of the most recent visit.

Number of visits

Total of visits tracked by the JavaScript API.

Store visited

Based on the storeID pushed via JavaScript API.


Email activity

ConditionDescription

Date of last delivered email

Filter based on the date of the contact’s last delivered email.

Date of last opened email

Filter based on the date of the contact’s last opened email.

Date of last clicked email

Filter based on the date of the last clicked email.

Date of last bounced email

Filter based on the date of the last bounced email.

Interacted with a specific broadcast campaign

Filter based on a contact interacting with a specific broadcast campaign.

Interacted with a specific automation campaign

Filter based on a contact interacting with a specific automation campaign.

Received specific broadcast campaign variant

Filter based on a contact interacting with a specific broadcast variant.


Further filtering

‘Which’ filters

Most filters have further options to help define your segments with even more granularity, e.g. Filter based on Customer name:

 

Select your filter condition, enter a keyword (if required) and select from any of the following:

which is

The filter is limited to a single criterion.

E.g. If you select ‘Customer name which is - Jones’, all contacts with the name ‘Jones’ will meet the filter conditions.

which is not

The filter excludes a single criterion.

E.g. If you select ‘Customer name which is not - Jones’, all contacts whose name is anything but ‘Jones’ will meet the filter conditions.

which is one of

The filter is limited to multiple specified criteria.

E.g. If you select ‘Customer frequency band which is one of - Loyal, VIP’, all contacts whose frequency band is Loyal or VIP will meet the filter conditions.

which is not one of

The filter excludes multiple specified criteria.

E.g. If you select ‘Customer frequency band which is not one of - Loyalty, VIP’, all contacts whose frequency band is anything other than Loyal or VIP will meet the filter conditions.

which contains

The filter contains the term or keyword entered.

E.g. If you select ‘Customer name which contains - Jones’, all contacts whose name includes ‘Jones’ will meet the filter conditions (e.g. ‘Smith-Jones’ will qualify).

which doesn’t contain

The filter does not contain the term or keyword entered.

E.g. If you select ‘Customer name which doesn’t contain - Jones’, all contacts whose name doesn’t include ‘Jones’ will meet the filter conditions.

which starts with

The filter includes contact data which begin with the letters entered.

E.g. If you select ‘Customer name which starts with - Jones’, all contacts whose name begins with ‘Jones’ will meet the filter conditions, i.e. ‘Jones-Smith’ meets the conditions, but ‘Smith-Jones’ does not. 

which doesn’t start with

The filter excludes contact data which begin with the letters entered.

E.g. If you select ‘Customer name which doesn't start with - Jones’, all contacts whose name begins with anything except ‘Jones’ will meet the filter conditions, i.e. ‘Jones-Smith’ doesn't meet the conditions, but ‘Smith-Jones’ does. 

which is known 

The data selected is known by Ometria.

which is not known 

The data event selected is not known by Ometria. 


Date filters

You can use the Customer filter to create very specific segments based on the date of an event. 

For example, by using Date of first order, you can create a segment of all contacts who made their first purchase in the last year.

When you select a date event in the Customer Filter, there are further options to configure and specify your filter. 

Click here for more information.