Applies to: All (Users, Managers, & Admins)
Overview
Filters narrow your customers list down to the customers you want to reach, such as customers who purchased recently, spent over a certain amount, or are subscribed to marketing. You can combine as many filters as you need and save any filtered list as an audience. This article covers how to apply a filter, where each filter lives, and how filters are calculated. To apply a filter:
Select Filter.
Choose a filter group and a filter.
Set the condition and value, then select Confirm.
Step-by-step guide
1. From the Customers page, select Filter.
2. Select the filter group that holds the filter you want, such as Last Order or Messages. To see which filters are in each group, see Where to find each filter below.
3. Select the filter you want to use.
4. Choose a condition, such as is greater than or in the past X days, then enter a value.
5. Select Confirm to apply the filter. Applied filters appear below the search bar. To narrow your list further, repeat these steps to add more filters.
To save your filtered list as an audience, see How do I create an Audience? To combine filters with AND and OR, see How to use AND, OR, and nested filters to build audiences.
Where to find each filter
Filters are organized into groups in the filter picker. You can also type a filter's name in Search filters to find it.
Customer Profile: basic profile information about the customer, such as Tags, First Name, Last Name, Email Address, Phone Number, First Seen, Birthday, VIP, Company, and address fields like Country, State / Province, City, and Postal Code. Custom fields your brand has set up can also appear here.
Customer Details: when the customer was Added and Last Updated in Endear, and whether they're Archived.
Users: the staff members assigned to the customer.
Conversational Consent: whether the customer is subscribed to email or SMS conversations with your staff in Endear.
Marketing Consent: whether the customer is subscribed to email or SMS marketing, based on your connected integrations.
Last Message: the most recent message sent to the customer.
Messages: every message sent to the customer, including replies. Filters joined with AND in the same group must match the same message.
Appointments: the customer's appointments. Filters joined with AND in the same group must match the same appointment.
Purchase History: what the customer bought, and when, where and how. Filters joined with AND in the same group must match the same purchase.
Customer Insights: totals and averages across all of the customer's purchases: Total Spent, Total Refunds, Total Discounts, Total Orders, Total Items, Avg Order Value, Avg Item Price, Avg Items per Order, Order Frequency, and Number of order locations.
First Order and Last Order: the customer's first or most recent purchase.
Last Draft Order: the customer's most recent draft order.
How filters are calculated
Most filters work the way their names suggest. These ones are worth knowing in detail:
Total Spent: the customer's spend across all of their orders. Cancelled orders aren't included.
Total Refunds: refunds across all of the customer's orders. Refunds on cancelled orders aren't included.
Order Frequency: the number of days from the customer's first order to today, divided by their number of orders. The value keeps rising while a customer doesn't buy, so it's useful for finding lapsed customers. Customers with one order don't have a frequency. Because the value isn't rounded, use at least or at most instead of exactly.
Messages: filters look at every message the customer has received, including replies, not just recent ones.
Marketing Consent: a customer counts as subscribed on a channel if any one of their email addresses or phone numbers on that channel is subscribed. For each email address or phone number, an unsubscribe in any connected integration still wins, and integrations you've disconnected don't count. To learn more, see Overview of messaging consent management in Endear.
Appointments: cancelled appointments are left out unless you add Appointment Status is Cancelled.
Last Draft Order: only draft orders that still exist in Endear are included.
Why your audience count may have changed
Audience filters were recently updated to give more precise results. Your saved audiences still work and don't need to be rebuilt, but some counts may have moved:
Fewer customers on combined purchase, message or appointment filters. Filters joined with AND in the same group now have to match the same purchase, message or appointment. To learn more, see How to use AND, OR, and nested filters to build audiences.
More customers who "received" a message. Message filters now look at a customer's full message history, so fewer customers match "never received."
More customers subscribed to marketing. One subscribed email address or phone number on a channel is now enough.
Higher Order Frequency for lapsed customers. Order Frequency now counts up to today, not just to the customer's last order.
More customers with Total Refunds of $0. Refunds on cancelled orders no longer count.
Fewer customers on appointment filters. Cancelled appointments are left out unless you ask for them.
Fewer customers on Last Draft Order filters. Draft orders that no longer exist in Endear aren't included.
Good to know
Purchase filters match the same order. When you join two or more Purchase History filters with AND in the same filter group, a customer only matches if one order meets all of them. For examples, see How to use AND, OR, and nested filters to build audiences.
Totals look across every order. Customer Insights filters, such as Total Spent, add up a customer’s whole order history, so they aren’t limited to the order your Purchase History filters match.
Still Need Help? We are happy to assist you for more 1:1 direction. Reach out to our live chat!