Marketing Filters

Marketing filters allow you to choose which clients you wish to reach via email marketing. Targeting specific clients is an effective method for reaching clients that will be interested in the information that you are sending and they will be more likely to respond to your marketing attempts.

To create Filters, hover over Marketing in the Tool Bar of Envision Cloud and select Client Filters from the drop down menu.

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The Client Options tab will allow you to filter clients by information that is stored in each client record. You can use one filter or a combination of filter options to return the results you want.

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Description

Enter a name for the filter you are creating in this field. It is best to enter a very specific description of the filter so that when you choose to use this filter again, it will be easy to determine which clients the filter is capturing.

Check Client Count

Clicking this button will display the number of clients who match the filter created. This number may not be the same as the number of emails sent in a marketing campaign, as the campaign will remove any clients without an email address.

First Visit Date Filter

The First Visit Date Filter will allow you to filter clients by the date of their first sale in Envision Cloud. This filter can be used to find new clients. Check the "First Visit Date " check box and select a date range to the right of this filter option.

Last Visit Date Filter

The Last Visit Date Filter will allow you to filter clients by the date of their last sale in Envision Cloud. The filter can be used to find clients that have not visited the business in a while. Check the "Last Visit Date Filter" check box and select a date range to the right of this filter option.

Birthday Filter

The Birthday Filter can be used to filter clients by their Birthday. All clients that have a birthday in the month selected will be selected with this option. Check the "Birthday " check box and select a month from the drop down menu to the right.

Email Filter

The Email Options can be used to filter clients that do not have an email address if you select the "No Email" option or the "Has Email" option can be used to get a count of the clients with email address.

The Email Filter may be used with the "Email Export" option to the left to export client emails for use with a 3rd party marketing service.

Client Type Filter

The Client Type Filter will filter clients based on the client types that you have set in the software and applied to clients. Check the "Client Type" check box and select a Client Type from the drop down menu to the right.

Lead Source Filter

The Lead Source Filter allows you to filter clients by their Lead Source. The Lead Source is how the client heard of your business. This filter can be used to target clients that learned about you through promotions, advertising or even referrals. Check the "Lead Source" check box and select a Lead Source from the drop down menu to the right.

Gender

Check the gender box and choose the gender of clients you wish to reach.

Preferred Location

Choose a business location to be able to only send to one location's clients.

 

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Membership Filter Options are available in the Preferred edition of the Envision Cloud program. You can upgrade your account on the Account Subscription page.

The Membership Options tab allows you to filter clients based on the memberships they have purchased. You can use just one filter or a combination of filter options to return the results you want.

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Description

Enter a name for the filter you are creating in this field. It is best to enter a very specific description of the filter so that when you choose to use this filter again, it will be easy to determine which clients the filter is capturing.

Check Client Count

Clicking this button will display the number of clients who match the filter created. This number may not be the same as the number of emails sent in a marketing campaign, as the campaign will remove any clients without an email address.

Membership Filter

Check the box and select which membership program to filter clients.

Membership Status

Check the box to filter clients by the selection you make in the drop down box. The options are:

  • Active
  • Cancelled / Deactivated
  • Frozen
  • Does Not Have Membership

Past Due or Current

Check the box to enable filtering by the client's membership being current or past due.

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The Appointment Options tab will allow you to filter clients by appointment activity. You can use just one filter or a combination of filter options to return the results you want.

FiltersApptOptionsTab_01.png

Description

Enter a name for the filter you are creating in this field. It is best to enter a very specific description of the filter so that when you choose to use this filter again, it will be easy to determine which clients the filter is capturing.

Check Client Count

Clicking this button will display the number of clients who match the filter created. This number may not be the same as the number of emails sent in a marketing campaign, as the campaign will remove any clients without an email address.

Appointment Filter

The Appointment Filter allows you to select clients if they have had an appointment between a specific date range or with a specific employee. You can select only a specific date range, only an Employee or both.

If you are trying to filter clients that have had an appointment within a specific date range AND with a specific employee, use the date range selection and the employee selection together. Check the "Appointment Filter" check box and select either the "From" and "To" dates, the "Employee", or both.

No Appointment Filter

The No Appointment Filter allows you to filter clients if they have not had an appointment between a specific date range or with a specific employee. You can select only a specific date range, only an Employee, or both.

If you are trying to filter clients who have not had an appointment within a specific date range AND with a specific employee, use the date range selection and the employee selection together. Check the "No Appointment Filter" check box and select either the "From" and "To" dates, the "Employee", or both.

The Short Notice Filter is available in the Preferred edition of the Envision Cloud program. You can upgrade your account on the Account Subscription page.

Use Short Notice Filter

The Short Notice filter allows you to filter clients who have not had an appointment in the past, nor has an upcoming appointment, in a number of days that you designate. You may optionally select an employee that the client has not (and will not) have an appointment scheduled for.

 

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The Sales Options tab will allow you to filter clients by sales activity. You can use just one filter or a combination of filter options to return the results you want.

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Description

Enter a name for the filter you are creating in this field. It is best to enter a very specific description of the filter so that when you choose to use this filter again, it will be easy to determine which clients the filter is capturing.

Check Client Count

Clicking this button will display the number of clients who match the filter created. This number may not be the same as the number of emails sent in a marketing campaign, as the campaign will remove any clients without an email address.

No Sales Activity Filter

Click this box to return clients who did not purchase in a number of days. The number of days is set in the field below.

Sales Filter

Check this box to capture clients who meet the sales criteria entered below.

Sales Option

Choose here if you wish to reach clients who did purchase or clients who did not purchase.

From / To

Enter a date range to narrow when clients did or did not purchase. Not selecting a date range will return the clients who match the criteria for all time.

Sold By

Select the employee ID who made the sale (or performed the service). This is optional. Leaving this field blank will return sales (or performance) by all employees.

Inventory Type

Choose from this drop down to narrow the sales results.

Top # Sales Clients

Enter a number here if you want to only return this number of clients with the highest sales. This can be used with other selections.

Purchased Specific Products

Select items from the drop down box to only return clients who did (or did not) purchase this item. You may add additional items in each box below.

Purchased Specific - Department

Choose an inventory department from the drop down selection box to capture clients who did (or did not) purchase from that department.

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Loyalty & Referral Filter Options are available in the Preferred edition of the Envision Cloud program. You can upgrade your account on the Account Subscription page.

The loyalty and referral options tab will allow you filter clients based on the loyalty plan assigned, the number of loyalty points the client has or referrals made. You can use just one filter or a combination of filter options to return the results you want.

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Description

Enter a name for the filter you are creating in this field. It is best to enter a very specific description of the filter so that when you choose to use this filter again, it will be easy to determine which clients the filter is capturing.

Check Client Count

Clicking this button will display the number of clients who match the filter created. This number may not be the same as the number of emails sent in a marketing campaign, as the campaign will remove any clients without an email address.

Use Loyalty Program Filter

Select this box to enable filtering the client based on a loyalty program. Select the loyalty program from the drop down selection box to the right.

Use Loyalty Point Range

Select this box to filter clients based on the number of loyalty points that they have. Enter the numbers in the boxes to the right.

Use Referral Filters

Select this box to enable filtering clients based on one or both of the referral filter selections below.

Total Clients Referred Range

Filter clients by entering a beginning and ending number of referrals that have been made. This may or may not be used with the date range below.

Referred New Client Between Dates

Enter a date range for a referral to have been made. This option only works with the numbers entered in the Total Clients Referred fields.

 

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