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Using view variant and filters to display lapsed or inactive customers

Using view variant and filters to display lapsed or inactive customers

  • Lapsed is an indicator in cards used by Office Brands for marketing planning purposes e.g., to conduct/trigger a lapsed customer campaign. This indicator is checked/ON if a customer who has bought 12 times or more over a 35 week period but has not purchased in the past 21 day period.

    Lapsed indicator is OFF if a customer has not bought 12 times or more over a 35 week period.

    Lapsed indicator is toggled to OFF from ON if there is a purchase in the past 21 day period.

  • Inactive is an indicator in cards which checked/ON if a customer does not have any shipments for a 180 day period. 



  1. From the Navigational panel, click Relationships>Cards


  2. Select  from the view variant drop-down


  3. Select  from the filter drop-down to filter the cards list view to display lapsed customers

     Show me



  4. Alternatively, select  from the filter drop-down to filter the card list view to display inactive customers

 

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