Activation and Enrollment
Activation Date
Filter customers by their activation date. This is the date a customer was first entered into our customer database and the date their physical or virtual card was activated (if the customer has a card).
Enrollment Date
Filter customers by their date of enrollment in your loyalty program.
Enrollment Status
Filter customers by their enrollment status in your loyalty program ie. enrolled (members) or not enrolled (identified, non-members).
Opt-In Status
Filter customers by their opt-in status to subscriptions lists, global opt-in status for emails, or by bounce events.
Behavior
Customer Score
Filter customers by their customer score calculated using the Clutch RFM scoring algorithm. The customer score is a value between 0 (inactive customer) and 100 (your top customer).
Events
Filter customers by the number and/or type of events they’ve completed or triggered.
Experimentation
Filter customers based on A/B and Holdout experiments that your brand runs
Issuances and Redemptions
Filter customers by issuances or redemptions of rewards, gift or stored value.
Items Purchased
Filter customers by the products they’ve purchased.
Lapsed
Select customers who have been lapsed (have not placed an order) for a specified length of time.
Most Recent Activity
Get the most recent activity for a customer by specifying which types of activity count.
Most Recent Order
Get the most recent checkout for a customer and pull some information from that checkout. Currently, only the most recent checkout date is supported in seconds since epoch.
Most Recent Event
Get the most recent event per card that’s part of the specified list of events.
Most Shopped Location
The locations where the customer has made the most checkouts.
Opt-In Change
Field to count certain opt-in pending/confirmed/out status changes, specifically designed to look at ‘pending’ related transitions. The result will always be the number of changes.
Promotions
Filter customers based on the number or type of coupons they had or currently have.
Purchase Activity
Filter customers by their purchasing activity and history such as their average order value, total number of orders and total spend across orders.
Purchase Channel
You can use this filter to get a customer’s purchase channel tendencies, such as eCommerce or retail.
Rewards and Balances
Filter customers by their available rewards, gift or stored value balances.
Send Channel
This filter shows predictions about customer’s send channel behaviors.
Survey Match
Filter customers by survey responses.
Survey Response
Returns the survey response value for a customer for a given survey instance.
Tier Status
Filter customers by their tier status.
Tier Changes
Filter customers by their tier change activity.
Demographic
Affiliated Locations
This condition filters customers by their affiliated locations. When the condition is active, only customers with affiliated locations that match any of the specified locations will be included.
Age
Filter customers by their age.
Card Number Shard
Card number sharder. Will return a shard/fragment number based on the card number
Constant Numerical Value
Constant value, simply returns the same value in call cases
Customer Occasion
Filter customers by an occasion eg. birthday, enrollment anniversary. NOTE: This filter will only check for month and day of month, not for year. Match by either Match Date or Match Month but not both.
Fields (# Completed)
Filter customers by the number of profile fields they have completed out of a subset of fields.
Fields (Choice/Number Based)
Filter based on numerical customer fields. A min, a max, or allowedValues can be specified.
Fields (Date Based)
Check if a date from a customer model field is within a certain range. NOTE: This check will also look at the year of the date.
Fields (Sum of Values)
Filter customers by the sum of numerical profile fields from a subset of fields.
Fields (Text Based Int List)
Filter customers by their text-based int_list profile fields. This filter can match on the full text field value, or the prefix value of the text field.
Fields (Text Based String List)
Filter customers by their text-based string_list profile fields. This filter can match on the full text field value, or the prefix value of the text field.
Fields (Text Based)
Filter customers by their text-based profile fields (eg. zip code, state, first name, etc.). This filter can match on the full text field value, or the prefix value of the text field.
Gender
Filter customers by gender or whether gender was specified. You may only filter by one at a time.
Mobile Carrier
Filter customers by the carrier that is known for them.
Mobile Device Type
Filter customers by the most recent mobile device type that is known for them.
Profile (Date-Based Fields)
Filter based on date customer fields. A min, a max, or allowedValues can be specified. The output will be epoch seconds – always at 00:00:00 UTC. Time should be read using UTC to extract the date, using any other timezone will not have any meaning.
Geographic
Address Proximity (Multiple)
Filter customers by the proximity of their address to one or many locations using geographical coordinates. If multiple coordinates are added an OR is performed between each group of coordinates.
Address Proximity (Single)
Filter customers by the proximity of their address to one location using geographical coordinates.
Get Closest Location
Returns the closest location or distance from a set of predefined objects.
Owning Location Proximity
Filter customers by the proximity of their address to their card’s owning location. If no owning location is known, the specified default latitude/longitude are used.
