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            Loyalty Filters

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            Loyalty Filters

            Here are some examples of common loyalty use cases.

            Reward Recent Loyalty Program Individuals

            Find individuals who recently joined your loyalty program and offer special rewards to retain them.

            This filter finds individuals who joined your loyalty program in the last 5 months.

            Example
            Example
            • Loyalty Program Member | Count | At Least | 1
            • Enrollment Date | Last Number of Months | 5

            Joined Loyalty Program in the Last 6 Months Filter

            This filter finds individuals who joined your loyalty program in the last 5 months and have greater than $200 in Grand Total Amount.

            Example
            Example
            • Loyalty Program Member | Count | At Least | 1
            • Enrollment Date | Last Number of Months | 5

              AND

            • Sales Order | Count | At Least | 1
            • Grand Total Amount | Is Greater Than | 200

            Joined Loyalty Program in the Last 6 Months and had a Grand Total Purchases Filter

            Offer Special Discounts to High Status Loyalty Members

            This filter finds individuals whose loyalty tier is gold or higher.

            Example
            Example
            • Loyalty Member Tier | Count | At Least | 1
            • Tier Name | Is In | Gold, Platinum, Diamond

            Loyalty Members with High Status Filter

            Find Individuals with Member Points

            This filter finds individuals with a point balance greater than 1,000.

            Example
            Example
            • Loyalty Members Currency | SUM | Point Balance | Is Greater Than | 1000
            • Points Balance | Is Greater Than | 0

            Loyalty Member with Points Balance Filter

            Find Individuals with Silver Status and Member Points

            This filter finds individuals with a silver tier status with more than 2,000 points.

            Example
            Example
            • Loyalty Member Tier | Count | At Least | 1
            • Tier Name | Is Equal To | Silver

              AND

            • Loyalty Members Currency | SUM | Point Balance | Is Greater Than | 2000
            • Points Balance | Is Greater Than | 0

            Loyalty Member with Points Balance Filter

            Identify Loyalty Members with Gold or Higher Status and High Engagement

            This filter finds members who opened or clicked at least 10 emails in the last 2 months.

            Example
            Example
            • Email Engagement | Count | At Least | 10
            • Engagement Channel Action | Is In | Click, Open
            • AND
            • Engagement Date Time | Last Number Of Months | 2

              AND

            • Loyalty Member Tier | Count | At Least | 1
            • Tier Name | Is In | Gold, Platinum, Diamond

            Loyalty Members with Engagement Filter

            Find Individuals with More Than 5 Transactions in the Last Year

            This filter finds individuals who made more than 5 transactions in the last year.

            Example
            Example
            • Loyalty Transaction Journal | Count | At Least | 5
            • Transaction Amount | Is Greater Than | 0
            • AND
            • Activity Date | This Year

            Loyalty Members with Transactions Filter

            Find Members That Made Single Transactions Larger Than $1,000

            This filter finds members who made single transactions larger than $1,000.

            Example
            Example
            • Loyalty Transaction Journal | Count | At Least | 1
            • Transaction Amount | Is Greater Than | 1000

            Loyalty Members with Single Transaction Filter

            Find Members with Vouchers

            This filter finds members who have used a voucher in the last 30 days.

            Example
            Example
            • Voucher | Count | At Least | 1
            • Discount Percentage | Is Greater Than| 10
            • AND
            • Used Date | Last Number of Days | 30

            Not used Voucher Filter

            Find Members with a Voucher Expires Soon

            This filter finds members who have a voucher expiring in the next 7 days.

            Example
            Example
            • Voucher | Count | At Least | 1
            • Expiration Date | Next Number of Days | 7

            About to Expire Voucher Filter

            Remind Members That Vouchers Are Usable Soon

            This filter finds members who have a voucher with an effective date in the next 5 days.

            Example
            Example
            • Voucher | Count | At Least | 1
            • Effective Date | Next Number of Days | 5

            Reminder to use Holiday Voucher Filter

            See Also

             
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