Custom Customer Filters

Learn how to create custom filters and segments based on other criteria in the Digital Rewards Cards (DRC) dashboard:

• Card balance
• Device type
• Card serial number
• Card status
• UTM-tag
• Current number of uses
• Registration date
• Email
• Gender
• Name
• Phone
• Unused rewards
• Number of stamps
• Customer birthday

Once logged into the Dashboard, click on the Customers icon in the left sidebar. #

To create a custom filter, click the plus button in the filter bar. #

Custom filters options are displayed. In this case, let’s find customers who don’t have a card installed. #

Click on Equal button to choose Card Status. #

Now, let’s choose Not Installed. #

Now click the Apply button. #

Now the Not Installed Card Status filter is selected. You can choose to add more filters. #

To use the AND operator, click Add Condition button. Then select more filter options. #

To use the OR operator, click the Or button. Then select more filter options. #

Once you’re satisfied with all your filters, click the Apply button. #

Now your customer list is will only display customers who do not have a card installed. In this case, we have 0 results. All customers have a card installed. #

If you have customers that don’t have a card installed, save this segment and contact them with an offer! #

Choose Dynamic Segment for future use and give the segment a name. In this case, we’ll name it, Card Not Installed. #

Now click the Add Segment button, to save your segment for future use. #

To view your saved segments, click the My Segments button. #

Choose your saved segment. In this case, Card Not Installed. #

Now your filter is active and the customer list is updated. #

To reset the filter, click the X button. #