Filter Criteria in a Segment

Segment Filters help define the criteria for member inclusion within a segment.
When setting up a Segment, you can filter group members based on specific attributes, transactions, or behaviors.

Segment filters can be applied on 5 broad categories, and that can be further divided too.

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Pro Tip

You can apply a combination of multiple filters to look for specific data.

5 Broad Categories of Segment Filters

Each category has multiple sub-filters that help refine segment creation.

1. Date-Based Filters

There are filters based on member lifecycle events (e.g., enrollment, last transaction).

Sub-filters:

• Enrollment Date – When a member joined the loyalty program.
• Activated Date – When the member was first activated.
• Last Active/Login Date – Last time the member logged into the platform.
• Last Communication Sent – Date of the most recent email/SMS notification.
• Last Transaction Date – Most recent transaction recorded.
• Total Transactions in Time Period – Count of transactions in a selected date range.

📌 Use Case: Create a segment of members who haven't transacted in the last 6 months for a re-engagement campaign.

2. Point-Based Filters

These are filters based on member’s points activity.

Sub-filters:

• Current Points Balance – Total available points.
• Accrued Points – Points earned in a specified timeframe.
• Points Redeemed – Points spent/redeemed by the member.
• Points Expired – Points that have expired from the account.
• Total Transactions – Total number of transactions.
• Lifetime Accrued Points – Total points earned since program enrollment.
• Lifetime Redeemed Points – Total points redeemed since enrollment.

📌 Use Case: Identify members who earned 5,000+ points in the last 3 months for a targeted Platinum Upgrade offer.

3. Tier-Based Filters

These filters are based on membership tier and status.

Sub-filters:

• Current Tier – The member’s present tier (e.g., Gold, Silver, Bronze).
• Last Tier – The previous tier before the most recent tier update.
• Status – Active, Suspended, Blocked, or Inactive.

📌 Use Case: Create a segment for Gold-tier members who were previously Platinum to offer a win-back promotion.

4. Demographics-Based Filters

These are filters based on member profile details.

Sub-filters:

• Age – Filter members by age brackets (e.g., 25-35, 40-50).
• Gender – Male, Female, Other.
• Address – Filter by country, state, or city.
• Language – Preferred communication language.

📌 Use Case: Segment members aged 30-45 in Singapore for a local event invitation.

5. Custom Attribute-Based Filters

These filters are based on business-specific attributes, which vary per loyalty program.

Sub-filters:

• Custom Member Attributes – Any attribute configured in the Member Module (e.g., VIP status, spending category).
• Transaction-Based Attributes – Custom criteria from transaction records.
• Local Attributes – Defined under Rule Engine Local Attributes for specific business logic.

📌 Use Case: Segment members who frequently book international flights for an exclusive travel rewards campaign.

Conditions for each Filter

Once you choose the Filter and sub-filters in your segment creation, you will need to add conditions. The table below lists different conditions and example use cases.