[New] First & Last Visit Filters

[#1]

Hi Seller Community!

We’re happy to introduce first and last visit filters.

Now you can easily segment and filter for new customers who just made their first visit and lapsed customers who haven’t visited in a few months, based on your own definitions and parameters. This filtering enables you to easily target customers for ‘win back’ or ‘welcome’ one-off campaigns, incentivize new or lapsed customers with promotions and discounts, as well as gain important insights.

Example use cases:

• Lapsed customers: See all customers who have made their last visit more than 6 months ago 
• New customers: See all customers who have made a first visit less than 1 week ago
• High value lapsed customers: See all customers who have made their last visit more than 6 months ago with total spend greater than $100 
• All new customers at a specific location: See all customers who have made their first visit less than a month ago at the FiDi location 

 

Using these filters is easy:

• Click on the Filters button from your Customer Directory
• Filter customers by selecting parameters for the First Visit Date and/or Last Visit Date
• Add purchase detail or additional filters, if desired
• View the number of customers that match the criteria
• Apply the filter 
• Click the Save as group button to name and Create group
• Then, click Send campaign to send an email or text message marketing campaign to your newly created audience

You can also create a Smart Group with the First/Last visit date.

• Click on the + Create Group button from your Customer Directory
• Select Smart group, click Next
• Select Customer smart group or choose from a suggested template, like ‘Top spenders’
• Click Next
• Select First visit date or Last visit date, click Next
• Customize your filter and add any additional details or filters, click Next

• Name your smart group
• Click Create group
• Then, click Send campaign to send an email or text message marketing campaign to your newly created audience

Please reach out with any questions by leaving a comment below!