Easily segment and analyze your customer base using Perkstar’s comprehensive filtration options. Filters and filter groups enable precise targeting and better insights into customer behaviour.

Filter Parameters

Perkstar’s filters allow you to narrow down customer data based on a variety of parameters, including:

• 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

Filters can be applied individually or combined using AND/OR conditions for advanced segmentation.

Filter Capabilities

Each filter provides flexible options:

• Comparison to Specific Values:

  • Equal, Not Equal, Greater Than, Less Than, etc.

• Range Values:

  • E.g., Date From - Date To.

• Array Values:

  • Match any value from a predefined list.

Example: Use the "Card Balance" filter to find customers with balances greater than a specified amount or within a defined range.

Filter Groups

Filter groups are pre-configured collections of filters tailored for specific analysis needs. Filters within a group can be used individually or in combination. Currently, there are three groups:

1. RFM Segments

Segment customers based on their visit duration and frequency:

• 0 to 30 Days:

  • 0 to 3 Visits: RFM - Beginners

  • 4 to 7 Visits: RFM - Growth

  • 8 to 12 Visits: RFM - Champions

• 31 to 60 Days:

  • 0 to 3 Visits: RFM - Doubtful

  • 4 to 7 Visits: RFM - Medium (Borderline)

  • 8 to 12 Visits: RFM - Loyal - Regular

• 61 to 90 Days:

  • 0 to 3 Visits: RFM - Sleeping

  • 4 to 7 Visits: RFM - At Risk

  • 8 to 12 Visits: RFM - Needs Attention

2. Health Filters

Identify clients with incomplete data or uninstalled cards:

• Card Status: Not Installed

• Gender: Unknown

• Birthday: Empty

3. Loyalty Filters

Find customers based on loyalty card usage:

• Card Status: Installed

• Platforms:

  • Apple Wallet

  • Wallet Passes

  • Google Pay

  • PWA

Use Cases

• Analyze High-Value Customers:

  • Use RFM segments to find champions or loyal regulars.

• Optimize Campaigns:

  • Apply UTM filters to measure marketing performance.

• Data Clean-Up:

  • Leverage Health filters to address missing information.

• Encourage Loyalty Adoption:

  • Use Loyalty filters to identify customers actively using their cards.

  
  

With Perkstar’s filter functionality, you can fine-tune your customer insights, create targeted campaigns, and improve data accuracy.