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Target clients with filters

Filters narrow your client list so each campaign reaches the right people - for example clients you haven't seen in a while, or your best spenders.

Use filters

  1. 1

    While creating a campaign, go to Select clients and click Filters.

  2. 2

    Set any combination of filters:

    • Last visit date - Not seen in the last or Last seen in the last number of months.
    • Number of appointments - a minimum number of appointments.
    • Total spend - a minimum amount spent.
    • Past services and Past retail - clients who've had specific services or bought specific products.
  3. 3

    Click Apply filters, then tick the clients to send to or click Select all.

Click Reset filters to start again.

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