Fine-Grain Filtering & Segmentation

Customers, Orders, Bookings, Enquiries and Analytics now have more filter options. You can also use marketing segments to filter lists and charts.

Marketing segments already grouped customers by their behaviour and attributes, updating as their activity changed. Those same groups can now filter analytics, bookings and other lists as well as email audiences. This release also adds filter fields to every operational list.

What's new

Expanded filters

• •Customers: filter by status, membership, and any custom parameter, and more
• •Orders: filter by order type (membership invoices, product invoices, service invoices), sublocation, amount and more
• •Bookings: full filter set plus a Clear Overdue modal that bulk-marks stale bookings as No Show
• •Enquiries: filter by pipeline, stage, assignee, custom parameters, and more

Segments as filters

• •Any customer segment defined in Marketing is now a filter on Customers, Bookings, Analytics, and other lists
• •Segments continue to update automatically as customer activity changes, so filtered views stay live

Saved customer views

• •Save any filtered customer list as a named view on the Customers tab
• •Return to the same segmented list any time (a VIPs list, an at-risk members list, a corporate accounts list, and so on)

How it works

Open a list or Analytics, select Filter and choose the fields you need. Marketing segments are available wherever customers appear, so you can use an existing audience to filter a list or chart. On Customers, save useful combinations, such as VIPs or at-risk members, as named views. They stay on the tab and update as customer activity changes.

Where to find it

Customers, Orders, Bookings, Enquiries, Analytics (Filter). Marketing > Lists & Segments (segment configuration).