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.
- From the Navigational panel, click Relationships>Cards
- Select
from the view variant drop-down Select
from the filter drop-down to filter the cards list view to display lapsed customers
Alternatively, select
from the filter drop-down to filter the card list view to display inactive customers