1. Access the Client Filter
The Client Filter can be accessed throughout the OneShop platform wherever client lists are available (e.g., broadcast emails, client pages).
It enables you to target specific client segments based on various criteria, allowing for highly customized list creation.
2. Core Client Filters
Phone Number, Email, and Address: Filter clients based on having any of these details on their profile.
This is an OR filter, meaning clients with either a phone number, an email, or both will appear.
Customer Name: Search clients by first or last name. You can add multiple names to create a list of specific individuals.
Phone or Email Specificity: Search for clients using an exact phone number or email address.
3. Purchase-Based Filters
Sale Date:
After/Before: Define a date range for purchases (e.g., clients who bought between October 1-10).
Number of Sales: Filter by clients who made a specific number of purchases.
Use greater than or less than values to find clients with a certain purchase frequency.
Recent Sales: Identify clients with a sale in the last X days, months, or years.
First Sale: Find clients based on their first purchase date.
4. Product-Based Filters
Brands: Search by one or multiple brands to find clients who bought specific products.
Colors, Categories, and Sizes: Refine client lists based on product attributes pulled from your POS system.
Styles/SKUs and Descriptions: Search for specific items or descriptions if you know certain product details (e.g., “red floral dress”).
5. Salesperson and Location Filters
Sold By: Filter by salesperson to see clients they assisted.
Shopped At: Find clients who visited a specific store location.
Total Sales: View clients based on their total spending in your store.
6. Engagement and Custom Tagging
Not Shopped In: Filter for clients who haven’t shopped in a set period, such as 30 or 90 days.
Tags: Use custom tags (e.g., “VIP” or “local”) for additional segmentation.
Last Contacted: Find clients based on when they were last reached out to through OneShop.
7. Special Date Filters
Birthday and Anniversary Month: Target clients with birthdays or anniversaries in a particular month, ideal for special occasion marketing.
8. Client Assignment Filters (Clienteling Platform)
Assigned Clients: Filter by clients assigned to specific team members.
Sold By and Never Sold By: View clients assigned but never assisted by a salesperson.
9. Location Assignment
Store Location: For multi-location retailers, designate a client’s default store.
10. Subscription Status
Text and Email Opt-Ins: Identify clients based on their opt-in status for texts or emails.
11. Loyalty Program Filters
Active and Lifetime Loyalty Points: Track clients’ current and accumulated loyalty points.
Active and Lifetime Visits: Identify loyalty program members with ongoing or total visits.
External Loyalty Rewards: (Available with POS integration) Track rewards from third-party systems.
Using these filters allows for precise and targeted client segmentation in OneShop, helping to maximize the effectiveness of marketing and customer outreach efforts.