Create a target segment
Create a target segment using a template
Tip
You can create target segments based on goals.
At the organization or center level, navigate to Marketing > Target segments.
Click Add.
On the Create a New Segment page, select the required goal and define the criteria.
Note
You can get the guest count for target segments created using goals in the Select recipients section at the campaign level.
Click Create target segment.
Goal | Steps to define criteria |
|---|---|
Encourage repeat services |
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Sell new service |
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Cross-sell services |
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Improve negative experience |
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Target on average spend |
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Target guests who stopped visiting |
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Entice high spender |
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Membership expiry reminder |
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Membership renewal offer |
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Retain new guests |
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Target value-driven guests |
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Create a custom target segment
Tip
At the organization or center level, click the Marketing icon.
Navigate to Segmentation > Target Segments.
Click Add.
On the Create a New Segment page, select the Create Custom Segment option and click Create.
Enter a name and description for the custom target segment.
Click Create.
Add rules for the target segment by selecting a category and criteria.
Click Add Rule.
You can add multiple rules to the same segment by repeating steps 7 and 8.
To get the exact number of guests filtered by the added rules, click Guest Count.
For the applied rules, you can also view the breakup of the number of guests eligible for marketing emails and text messages.
Click Save.
Impacts and considerations
Zenoti only supports the 'AND' functionality for target segments with multiple rules. The rules work in combination to filter guests who meet all the conditions.
For example, you add two rules "Guests who live in Los Angeles" and "Guests who are less than 40 years old". The system first identifies the guests in your system who live in Los Angeles and then filters guests who are less than 40 to create a list.
If your organization has enabled the options, you can include guests based on visits or base center while creating a target segment.
The guest inclusion settings at the target segment level are enabled and managed at the organization level. If you cannot view these rules, contact your Admin for more information.
Additional rules to include guests in a target segment
Rule | Description |
|---|---|
Only include guests who have purchased a membership at the targeted centers | Targeted centers are locations where a campaign is effective. This option includes the guests who have purchased a membership at the centers for a specific campaign. The guests who have not purchased a membership in the selected centers are excluded from the segment. |
Include all guests in the targeted centers | The segment includes all the guests from the target centers selected in a campaign. You can further filter guests based on center visits and base centers. |
Include visited guests in the target segment | You can include guests who have availed service or purchased a retail product in the selected centers for a campaign. Even though the guest profile is created in the organization database, the target segment checks whether the guest has purchased a product or service. |
Include base center guests in target segments | A base center is a location where a guest profile is created. Select this option to include all the guests from their respective base centers. If this option is not selected, guests from respective base centers are excluded from the campaign. |
Visits criteria
Below is the description of all criteria and operators to build custom target segments based on customer visits.
Note
Target segments based on Visits take only service related visits into consideration. However, Total Visits considers any visit made by the customer.
Create the rule based on: Visits
Criteria: Appointment Count
Operators: Between; equal to; less than; less than or equal to; more than; not equal to
Number of Visits: Enter number of visits
Source: Web, Mobile, Webstore
Belongs to: category/sub-category/specific service, With tag
Select Service provided by: Any Provider, Select a Provider, or Specifically Requested
Description: You can create a segment of users that have seen a specific provider a defined number of times. This enables you to target them with a communication or promotion to ensure your customers continue to remain loyal to your brand. For example, you can get the list of guests who specifically requested the provider Andrew Johnson for more than 5 times. You can send out a campaign to these guests to ensure they continue to visit your center.
Create the rule based on: Visits Center check-in
Criteria: Last Visit, Total Visits, Visits by time
Operators: Between; equal to; less than; less than or equal to; more than
Select duration: in Months, Weeks, or Days
Description: Targets customers who have visited a center and checked in between a specified duration.
Create the rule based on: Visits
Criteria: Cancel
Operators: Between; equal to; less than; less than or equal to; more than
Select duration: in Months, Weeks, or Days
Select Service: Any Service, Belongs to category/sub-category/specific service, With tag, With Business Unit
Description: Targets customers who have canceled an appointment or have not shown up for a service booking within the selected time frame.
Select an operator, enter a time period in terms of months, weeks, or days and select a specific service. For example, if you select equal to, enter 1 month as the time frame, and select Seaweed Facial service, Zenoti includes all the guests who have cancelled their appointments for Seaweed Facial in the last one month.
Create the rule based on: Visits
Criteria: Frequency
Operators: Between; equal to; less than; less than or equal to; more than; not equal to
Description: Targets customers based on the number of their visits in the selected time period.
Select an operator, and then enter a time period in terms of months, weeks, or days. For example, if you select between, enter 5 and 10 as the minimum and maximum values, and then select 1 month as the time period, the system includes all the guests who have visited 5 to 10 times in the last one year.
Create the rule based on: Visits
Criteria: Frequency by Service
Operators: Between; equal to; less than; less than or equal to; more than; not equal to
Description: Targets customers based on the average number of visits per month in a particular time period for a specific service, service category, or tagged services.
Select an operator, select a time period from the available options, and then type the name of a service, service category, or in the box that appears.
For example, if you select between, enter 1 and 2 as the minimum and maximum values, select 1 year as the time period, and type hair spa as the service, the system includes all the guests who have visited 1 or 2 times per month for hair spa in the last one year.
Create the rule based on: Visits
Select Criteria: Last Visit
Select an Operator from the options: Between; equal to; less than;less than or equal to; more than; not equal to
Select duration: in Months, Weeks, or Days
Select Service provided by: 'Any Therapist', 'Select Therapist', or 'Specifically Requested' therapist.
Description: Use this rule to get a guest list by their last visit to your center in a chosen time period and served by a specific provider.
For example, if you want to get the list of guests who have stopped visiting you since 6 months and were served by Harry Bright (no longer your employee), create the rule as follows: Select 'Last Visit' criteria, choose the 'more than' operator, enter duration 6 months, select the option 'Select Provider' and type in 'Harry E Bright' in the text field provided to enter the service provider's name.
Create the rule based on: Visits
Criteria: Last Visit by Service
Operators: Between; equal to; less than; less than or equal to; more than; not equal to
Description: Targets customers based on when they last visited for a particular service, service category, or tagged services.
Select an operator, select a time period, and then type the name of a service, service category, or tagged services in the box that appears.
For example, if you select between, enter 1 month and 2 months as the time period, and type hair spa as the service, the system includes all the guests who visited for hair spa between last 30 and 60 days.
Create the rule based on: Visits
Criteria: Next Visit
Operator: between; does not exist; equal to; less than;less than or equal to; more than; not equal to
Duration: in Months, Weeks, or Days
Service provided by: 'Any Therapist', 'Select Therapist', or 'Specifically Requested' therapist.
Description: Use this rule to get a guest list whose next visit to your center is in a given time period, to be attended by a provider.
Note
Filter center-level guests using the Filter guests at center level checkbox. This helps you create targeted campaigns. When this is selected, only guests who have a future visit in centers where a campaign is applied will receive marketing communication. This checkbox is available only for Next Visit and Next Visit By Service criteria.
To filter guests who have booked services that have add-on services but did include those add-on services, select the Service has add ons but no add ons are included in visit checkbox. This checkbox is available only for Next Visit.
If you want to create a rule based on guests’ next visit for a specific number of days, you must enter the required number of days plus 1. So,
When you select 1 Days, it means Today
When you select 2 Days, it means Tomorrow. See the example for further details.
Examples
Example 1: To get a list of guests who do not have an appointment tomorrow
Create and add a rule as follows:
Select the Visits category.
Select the Next Visit criteria.
Select the Does not exist operator.
Enter 2 in the box.
Select Days as the duration.
Select Any Therapist from the Service provided by list.
Click Add Rule.
Example 2: To get a list of guests who selected 'Anne Knight' as their provider for their future appointments within 6 months from now
Create and add a rule as follows:
Select Next Visit as the criteria.
Select the less than operator.
Enter duration as 6 months.
Select the Specifically Requested from the Service provided by list.
Enter 'Anne Knight' in the box.
Click Add Rule.
Create the rule based on: Visits
Criteria: Next Visit by Service
Operators: between; does not exist; equal to; less than; less than or equal to; more than; not equal to
Description: Targets customers based on when their next appointment is for a particular service, service category, or tagged services.
Example 1: To get a list of guests who do not have the Hair Treatment service tomorrow
Create and add a rule as follows:
Select the Visits category.
Select the Next Visit by Service criteria.
Select the Does not exist operator.
Enter 2 in the box.
Select Days as the duration.
Select Any Service from the service list.
Click Add Rule.
Example 2: To get a list of guests who do not have the Hair Treatment service between next 30 days and 60 days
Create and add a rule as follows:
Select the Visits category.
Select the Next Visit by Service criteria.
Select the between operator.
Enter 1 Months and 2 Months as the duration - 30 days is a month and 60 days are 2 months.
Select Belongs to category/subcategory/specific service from the service list.
Enter Hair Treatment in the box.
Click Add Rule.
Create the rule based on: Visits Criteria: No Show
Operators: Between; equal to; less than; less than or equal to; more than; not equal to
Description: Targets the no-show customers for a specific time period. Select an operator, and enter a time period in terms of months, weeks, or days. The system includes all the guests who did not turn up for their appointments in the selected time period.
Create the rule based on: Visits Criteria: Total Visits
Operators: Between; equal to; less than; less than or equal to; more than; not equal to
Description: Targets the customers based on their total number of visits for services or any other purpose. Select an operator, and enter the number of visits. The system includes all the guests who have made the number of visits you have specified. If you select not equal, the system includes all the guests who have made more than or less than the number you enter, and not the guests who made the exact number of visits specified by you.
Create the rule based on: Visits Criteria: Visit by Time
Operators: Between, equal to, less than, less than or equal to, more than, not equal to
Description: Targets the customers based on the number of their visits within a selected time period. Select an operator, select a time period from the list of options, and then enter a number in the box that appears. For example, if you select less than, select 6 months as the time period, and then enter 3 in the box, the system includes all the guests who have visited your store less than three times in the last six months.
Configure rules for custom target segments
Create effective target segments by adding rules for customizing categories and criteria. The rules can only be combined and not compared ('OR' functionality) as Zenoti only supports 'AND' functionality while creating rules for a target segment.
To add a rule, select category, criteria, and operators, and enter the required values as shown below.
Create the rule based on: Credit Card
Criteria: Expired
Operators: Between; equal to; less than; more than
Select duration: in Years, Months, Weeks, or Days
Description: You can create a segment of users whose credit cards have expired within a certain timeframe. Select an operator, and enter a period in years, months, weeks, or days.
For example, if you set the operator to "less than" and the duration to "1 month", you can target users whose credit cards have expired in the last month.
Create the rule based on: Credit Card
Criteria: Will expire
Operators: Between; equal to; less than; more than
Description: You can create a segment of users whose credit cards are approaching expiry. Select an operator, and enter a period in years, months, weeks, or days.
For example, if you select the operator as "less than", and duration as "1 week" , a list of all guests whose credit cards will expire within 1 week from the current date is generated.
Create the rule based on: Demographic
Criteria: City
Operators: equal to; not equal to
Value: Enter a city name
Description: You can create a segment of users based on whether they reside in a specific city or not. Select an operator, and enter the name of the city.
For example, if you select 'equal to' and enter "New York" as the city, it will generate a list of all the guests from New York as per their records.
Create the rule based on: Demographic
Criteria: Country
Operators: is; is not
Value: Enter a country name
Description: You can create a segment of users based on whether they belong to a specific country or not. Select an operator, and enter the name of the country.
For example, if you select 'not equal to' and enter 'United States' as the country, it will generate a list of all the guests who do not reside in the United States.
Create the rule based on: Demographic
Criteria: Birthday
Operator: between; between months; equal to; in month
Value: Select the month or enter the value
Description: Target guests based on their birthdays.
For example, if you select the operator as "equal to" and enter the value as 21 days from now, you will get a list of guests with birthdays in 21 days from the current date.
Create the rule based on: Demographic
Criteria: Creation Date
Operators: Between; equal to; less than; more than; not equal to
Select duration: in Years, Months, Weeks, or Days
Description: You can create a segment of users based on the date they were created or registered. Select an operator, and enter a period in years, months, weeks, or days.
For example, if you select the "between" operator and choose "6 months" as the duration, the rule will generate a list of all users who were created within the last 6 months.
Create the rule based on: Demographic
Criteria: Gender
Operators: All; male; female; not provided; others
Description: You can create a segment based on the gender identity of a guest. You can generate a list of guests who identify as male, female, non-binary, or other gender identities.
For example, to target guests who haven't specified their gender you can select the "not provided" operator.
You can get a list of subscribers or non-subscribers for marketing emails and texts, by using the "All"operator. Export guest details and filter them based on the ReceiveMarketingEmail or ReceiveMarketingSMS columns to generate a list of subscribers.
Create the rule based on: Demographic
Criteria: Referral Source
Operators: is; is not
Source: Friend; social; internet; others
Description: You can create a segment based on how the guests were referred, including sources such as friends, social media, the internet, or other channels. Select an operator and the source.
For example, if you select 'is not' and the referral source as "Internet", Zenoti will exclude guests who were not referred via the Internet and provide a list of users referred through other channels.
Create the rule based on: Demographic
Criteria: Guest mobile number
Operators: is; is not
Value: Missing
Description: Target guests with no contact information.
For example, if you select the "is" operator and the value as " Missing", you will get a list of all guest profiles with no contact number. These profiles only contain names and no additional data.
Create the rule based on: Employee
Criteria: Tag Marked
Operators: in
Value: Specify the tag associated with the employee.
Description: Target employees based on the tag assigned to them.
For example, if you give the value as 'celebrity stylist' and specify the number of days as 60, you can target employees based on the 'celebrity stylist' tag applied to them 2 months ago.
Create the rule based on: Instructor
Criteria: Instructor or service provider's name
Operators: more than
Value: Enter the value in a number. For this instance '0'.
Description: Use this rule to target guests who were serviced by this specific service provider or instructor.
Create the rule based on: Feedback
Criteria: Average Rating
Operators: between; equal to; less than; more than
Value: Enter the value in a number
Description: Use this rule to target guests based on their average feedback rating.
For example, if you select 'between' and provide the values 4 and 5, a list of guests consistently providing high ratings is generated.
Create the rule based on: Feedback
Criteria: Last appointment feedback
Operators: Provided rating; Not provided rating
Description: Target guests based on the feedback provided by them after the last appointment.
For example, if you select 'not provided rating', a list of guests who have not given feedback for their last service is generated.
Create the rule based on: Feedback
Criteria: Average rating by time
Operators: between; equal to; less than; more than
Value: Enter the value for the rating
Select duration: in terms of years, months, weeks, or days.
Description: Target guests based on feedback trends focusing on average ratings within specific timeframes.
For example, if you select 'less than' and give the value as '3' in the last 1 month, you can identify the guests with an average rating of less than 3 over the past 1 month.
Create the rule based on: Form- Guest fields
Criteria: Medical condition
Operators: is
Value: Select or enter the value as required.
Description: Use this rule to target guests based on specific medical conditions they have disclosed in their guest form.
For example, if you select "Are you Claustrophobic (to steam)?" as the criteria and give "Yes" as the value, you can generate a list of guests who have indicated that they are claustrophobic to steam. This ensures that during facial services, extra care is taken to accommodate these guests and provide them with alternative treatments or adjust the steam settings to minimize discomfort.
Create the rule based on: Form- Service Expiration
Criteria: Expired
Operators: between; equal to; less than; more than
Select duration: in Years, Months, Weeks, or Days
Description: Target guests based on whether a service form has expired or not within a specified timeframe. Target guests whose service forms for any services expired in the last 6 months.
For example, if you select the criteria as "Expired", operator as "equal to", duration as "2 months ago", and select the value as "Any service", you can generate a list of all guests whose service form expired exactly 2 months ago for any service.
Create the rule based on: Form- Tag expiration
Criteria: Will expire
Operators: between; equal to; less than; more than
Select duration: in Years, Months, Weeks, or Days
Value: Enter the value for the tag
For example, if you select the criteria as "will expire", the operator as "less than", and duration as "1 month from now" and select the value for the tag as "Priority", you can generate a list of guests whose Tag form will expire in less than 1 months from the current date for the tag "Priority".
Create the rule based on: Gift Cards
Criteria: Purchased
Operators: between; equal to; less than; more than; for; custom date
Select duration: in Years, Months, Weeks, or Days
Occasion: Select the required gift card occasion
Description: Target guests based on their gift card purchases if they purchased a certain number of gift cards or those who have made purchases within a particular time frame.
For example, if you select 'equal to', the value as '6 months', and select the occasion as Mother's Day, you can generate a list of guests based on their gift card purchases for Mother's Day 6 months ago.
Create the rule based on: Gift Cards
Criteria: Never purchased
Operators: in
Occasion: Select the required gift card occasion or ‘All gift card occasions’.
Description: Target guests who have never purchased a specific or any gift card. For example, if you select 'in’ and select the occasion as ‘Friendship Day’, you can generate a list of guests who have never purchased a gift card associated with the occasion ‘Friendship Day’.
Create the rule based on: Loyalty Points
Criteria: Earned
Operators: between; equal to; less than; more than
Select duration: in Years, Months, Weeks, or Days
Value: Enter the value as required.
Description: Use this rule to target guests based on the loyalty points earned.
For example, if you select the operator as "equal to", duration as "5 months ago" and the value as less than 100, you can list out guests who earned less than 100 loyalty points precisely 5 months ago.
Create the rule based on: Membership
Criteria: Froze
Operators: between; equal to; less than; more than
Select duration: in Years, Months, Weeks, or Days.
Description: Target guests who have frozen memberships in the specified period.
For example, if you set the operator as "equal to" and give the duration as "2 years ago", you will get a list of guests whose membership froze 2 years ago.
Create the rule based on: Membership
Criteria: Name
Operators: is, is not
Select membership: All memberships
Including: Include expired memberships
Description: Target guests who purchased a specific membership and it is in expired status.
For example, if you select the operator as "is", the "Platinum" membership, you will get a list of guests who purchased the platinum membership and the current membership status is expired.
Create the rule based on: Membership
Criteria: Purchased
Operators: between; equal to; less than; more than
Select membership: All memberships
Select duration: in Years, Months, Weeks, or Days
Description: Target guests who purchased a specific membership within a specified period.
For example, if you select the operator as "more than", select the "Platinum" membership, and enter a duration of 4 "Months", you will get a list of guests who purchased the platinum membership more than 4 months ago.
Create the rule based on: Membership
Criteria: Type
Operators: is
Value: Enter the value as required.
Description: Target users of memberships in your organization based on their membership type such as primary, secondary, and so on.
For example, if you set the value as "Primary member", you will get a list of all primary users of memberships in your organization.
Create the rule based on: Membership
Criteria: Status
Operator: for
Membership type: Recurring
Membership name: Select “All Recurring Memberships” or any specific membership that you want to use to configure the rule.
Membership status: Active
Recurrence status: All
Time window operator: between; equal to; less than; more than
Description: Use this rule to get a list of users with active - recurring memberships within a specified timeframe.
For example, if you select the time window operator as "equal to" and enter the value as "3 years", you will get a list of guests with active recurring membership and any recurrence status exactly 3 years ago.
Create the rule based on: Membership
Criteria: Status
Operator: for
Membership type: Recurring
Membership name: Select “All Recurring Memberships” or any specific membership that you want to use to configure the rule.
Membership status: Not active
Recurrence status: All
Time window operator: between; equal to; less than; more than
Description: Use this rule to get a list of users who had memberships but are now inactive within a specified timeframe and create a target segment of guests without an active recurring membership.
For example, if you select the time window operator as "equal to" and enter the value as "3 years", you will get a list of guests with inactive recurring membership and any recurrence status exactly 3 years ago.
Create the rule based on: Membership
Criteria: Status
Operator: for
Membership type: Non-Recurring
Membership name: Select “All Non-Recurring Memberships” or any specific membership that you want to use to configure the rule.
Membership status: Expired
Time window operator: between; equal to; less than; more than
Description: Use this rule to get a list of users with expired non-recurring memberships within a specified timeframe and create a target segment of guests without an active non-recurring membership.
For example, if you select the time window operator as "more than" and enter the value as "2 years", you will get a list of guests with expired non-recurring membership more than 2 years ago.
Create the rule based on: Membership
Criteria: Remaining
Operator: in
Select Membership: Select the membership that you want to use to configure the rule.
Operator: with benefit
Select benefit: Select the membership benefit that you want to use to configure the rule.
Operator: between; equal to; less than; more than
Value: Enter the value as required.
Include expired memberships: Select this checkbox to include expired memberships when configuring this rule.
Description: Use this rule to get a list of users who have memberships with available service credits.
Create the rule based on: Offers
Criteria: Total redemption value by time
Operators: between; equal to; less than; more than
Value: Enter the value as required.
Select duration: in Years, Months, Weeks, or Days
Description: Target guests based on the amount saved by redeeming offers within a specified period.
For example, if you select the operator as "between", the value as $300 and $500, and specify the duration as 1 year, you will get a list of guests who saved between 300$ and 500$ by redeeming offers in the last 12 months.
Create the rule based on: Offers
Criteria: Campaign engagement (Email)
Operator: is
Engagement status: Opened the email, Clicked inline links, Unopened email
Value: Select the campaign.
Description: Target guests based on their engagement with specific email campaigns.
For example, if you select the engagement status as "Unopened email" and choose the campaign "Spring Sale Promotion," this rule will identify guests who have not opened the email associated with the "Spring Sale Promotion" campaign.
Create the rule based on: Offers
Criteria: Campaign engagement (Text/SMS)
Operator: is
Engagement status: Delivered
Value: Select the campaign.
Description: Target guests who have received text messages about a campaign.
For example, if you select the engagement status as "Delivered" and choose the campaign "Spring Sale Promotion," this rule will identify the guests who received the Text/ SMS about the "Spring Sale Promotion" campaign.
Create the rule based on: Opportunity
Criteria: Call Disposition
Operator: is
Value: Select the result of the call interaction, such as whether it was answered, or resulted in a sale.
Description: Target opportunities based on the outcome of call interactions with the guest.
For example, if you select the disposition value as "interested", you can get a list of guests with a disposition (marked in Sales Opportunity) set as 'Interested.'
Create the rule based on: Opportunity
Criteria: Past follow-up date
Operators: between; equal to; less than; more than
Select duration: in Years, Months, Weeks, or Days
Description: Target guests based on their past follow-up dates.
For example, if you select the operator as "equal to" and the duration as "10 days ago", you will get a list to follow up on guests who had opportunities less than 10 days ago
Create the rule based on: Opportunity
Criteria: Source
Operator: is
Value: Select the required value for the source
Description: Use this rule to target guests based on the source of their opportunities, which refers to the specific channels, platforms, or sources through which the opportunities were generated.
For example, if you select the value for the source as "Facebook", you will get a list of guests who came via Facebook (Source marked in Sales Opportunity)
Create the rule based on: Package
Criteria: Expired
Operator: between; equal to; less than; more than
Select duration: in Years, Months, Weeks, or Days
Description: You can create a target segment of guests who purchased any package previously that has since expired at a specified time.
For example, if you set the operator to “less than” and the duration to “1 week”, you can target users whose packages have expired in the last week.
Create the rule based on: Package
Criteria: Never purchased
Operator: in
Select Package: Select “All Packages” or any specific package that you want to use to configure the rule.
Description: You can create a target segment of guests who have never purchased a specified or any package.
For example, if you set the operator to “in” and select the “Haircut & Shave – Gold Series” package, you can target users who have never purchased that package previously.
Create the rule based on: Package
Criteria: Purchased
Operator: between; custom date; equal to; less than; more than
Select Package: Select “All Packages” or any specific package that you want to use to configure the rule.
Select duration: Enter the duration within which your target segment must have purchased the package.
Description: You can create a target segment of guests who have purchased a specified package or all packages.
For example, if you set the operator to “less than”, select “All Packages”, and enter “6 months” as the duration, you can target guests who purchased any package in the last 6 months.
Create the rule based on: Package
Criteria: Remaining
Operator: in
Select Package: Select “Any Packages” or a specific package that you want to use to configure the rule.
Secondary Operator: between; equal to; less than; more than
Select benefit (if “with benefit” was selected): Search for and select the unused benefit associated with your target segment.
Enter the number of benefits: Enter the number of remaining benefits that your target segment must have either as an exact number or a range.
Description: You can create a target segment of guests who have active packages with a specified number of unused benefits.
For example, if you set the operator to “in”, select the “Haircut & Shave – Gold Series” package, set the secondary operator to “less than”, and enter the number of benefits as “5”, you can target guests who have less than 5 remaining benefits in that package.
Create the rule based on: Products
Criteria: Purchased
Operator: between; less than; more than; equal to; custom date
Select duration: in Years, Months, Weeks, or Days
Value: Select the required value.
Description: Target users who purchased a specific product or product belonging to a category within a specified duration.
For example, if you select the operator as "equal to", duration as "4 months", select "In a category or a product", and provide the value as "Hair repair serum" you will get a list of guests who have purchased product or category: Hair repair serum in 4 months.
Create the rule based on: Referrals
Criteria: Total referrals
Operator: between; less than; more than; equal to; less than equal to, not equal to
Value: Enter the required value
Description: Target guests who have referred new customers.
For example, if you select the operator as "between" and provide the values '5' and '10', you will get a list of guests who have referred 5 to 10 new customers.
Create the rule based on: Spend
Criteria: Last visit's spend
Operator: between; less than; more than; equal to
Value: Enter the amount
Description: Target guests based on the amount spent on the last visit.
For example, if you select the operator as "more than" and the amount as $100, you will get a list of guests who spend more than $100 on their last visit.
Create the rule based on: Spend
Criteria: Total spend
Operator: between; less than; more than; equal to
Value: Enter the amount.
Description: Target guests based on their total spend.
If you select the operator as "less than" and enter the value as "1", you will get a list of guests who have purchased and received a 100% discount or a free service.
Create the rule based on: Spend
Criteria: Average spend
Operator: between; less than; more than; equal to
Value: Enter the amount.
Description: Target guests based on the average amount spent by them per visit.
For example, if you select the operator as "more than" and the amount as $150, you will get a list of guests who spend a minimum of $150 per visit.
Create the rule based on: Spend
Criteria: Spend by service
Operator: between; less than; more than; equal to
Value: Enter the amount and select the service
Description: Target guests based on their spending on a specific service.
For example, if you select the operator as "less than", the amount as $3000, and the service with the tag "Deep tissue massage", you will get a list of guests who spent less than $3000 for the services tagged: Deep tissue massage
Create the rule based on: Visits
Criteria: Frequency
Operator: between; less than; more than; equal to; less than or equal to; not equal to
Value: Enter the number of visits
Select duration: in Years, Months, Weeks, or Days
Description: Target guests who visit your center a specific number of times during a designated period.
For example, if you select the operator as "less than", duration as "1 year" and value as "5", you will get a list of guests who have visited your center less than 5 times in the last year.
Create the rule based on: Visits
Criteria: Last Visit
Operator: between; less than; more than; equal to; less than or equal to; not equal to
Select duration: in Years, Months, Weeks, or Days
Value: Select the specific stylist who provided the service or any stylist
Description:
For example, if you select the operator as "equal to", the duration as "6 months ago" and value as "Any service provider", you will get a list of all the clients whose last visit was 6 months ago.