Find groups of customers with filters

In Customers, above the list, there is the filter search. It does two things: find someone, and keep a group to send them something later.

You can filter by things like:

• Those who have not visited in a while — the sleeping ones.
• New ones from the last few days.
• Those with a birthday this month.
• Those about to complete their card.
• Those whose reward is ready and have not come to claim it.
• By tags you add yourself, by location, or by survey answers.

The search understands loose words: type sleeping, birthday or new and it takes you to the right filter.

Two things that cost you if you do not know them:

• What you export is whatever the filter is set to, not all your customers.
• From Campaigns you can send a coupon to exactly that group, without filtering again.