📋 Step-by-Step Guide to Creating Client Lists in OneShop
1. Navigate to Your Client List
If you are an associate:
Go to My Clients in the left-hand menu.
You will see the Client Filter panel at the top of the page.
This filter is the main tool used across the entire OneShop platform for building lists.
2. Search for Specific Customers
You can create lists by searching for individual customers.
Available search options include:
Customer Name
Phone Number
Email Address
Example:
You can manually search and group a small list of clients (for example, five specific customers you want to contact).
3. Filter by Purchase Activity
You can also create lists based on shopping behavior.
Available filters include:
Purchase Date Range
Example: Customers who purchased between June 1 – June 30
Number of Sales
Example: Customers who shopped only once
Set:
Greater than 0
Less than 2
Sale in Last X Days
Example: Customers who purchased in the last 45 days
First Sale Date
Example: Customers whose first purchase occurred in January
These filters help identify:
New customers
One-time shoppers
Recently active customers
4. Filter by Products Purchased
For stores selling multiple brands or categories, you can segment by product details.
Available filters include:
Brand
Color
Category
Size
Style
Product Description
Important note:
Selecting multiple brands works as an OR filter.
Example:
Customers who bought Nike OR Adidas.
5. Combine Filters for Advanced Lists
When you combine filters together, OneShop treats them as AND conditions.
Example:
First Sale in January
Brand purchased Nike
Result:
Customers who bought Nike AND whose first purchase was in January.
6. Filter by Store Activity
You can also segment customers by store behavior.
Shopped At
Customers who have ever purchased at a location
Store Location
The store where the customer has spent the most money
This is considered their default store
7. Segment by Customer Value
You can filter customers based on their value to the business.
Examples:
Total Sales above a specific amount
Customers who haven’t shopped in 6 months
Customers who haven’t shopped in a year
This is useful for creating VIP lists or win-back campaigns.
8. Use Additional Client Filters
Additional segmentation tools include:
Tags (custom client groupings)
Last Contact Date
Customer Birthdays
Loyalty Program Status
Loyalty Points Balance
These filters allow you to create highly targeted outreach lists.
9. Generate Your Filtered List
After selecting your filters:
Click Confirm
OneShop will generate a list of clients that match your criteria
You can now:
Message these clients
Use them for broadcast campaigns
Build daily or weekly outreach lists
💡 Key Tip
The Client Filter appears across the entire OneShop platform, including:
My Clients
Admin Client Lists
Broadcast Campaign Targeting
Email & SMS Marketing Segments
Mastering this tool allows you to create highly targeted customer lists quickly and efficiently.