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- help.kilbil.ru
- Центр поддержки kilbil
- Аналитика и Отчеты
- Аналитика по клиентам
- Сегментация клиентов
- Сегментация по условиям программы лояльности
- Как отобрать клиентов по дате сгорания бонусов
Как отобрать клиентов по дате сгорания бонусов
Шаг 1. Зайдите раздел Меню CRM → Клиенты.
Шаг 2. В поле поиска клиентов нажмите "+".
Шаг 3. В выпадающем списке нажмите Клиенты → Дата сгорания бонусов.
Шаг 4. В меню справа отметьте на календаре нужный диапазон дат. Нажмите Выбрать.
Шаг 5. Нажмите Применить.
Внизу вы увидите клиентов, которые удовлетворяют указанным условиям поиска.
Кнопка "Выбрать всех по фильтру" отметит галочкой всех клиентов с выбранными параметрами на всех страницах с клиентами.
Шестеренка поможет настроить:
- отображаемые колонки
- и количество отображаемых строк на странице.
Клиентов можно объединить в динамический сегмент.
После создания сегмента, все новые клиенты с этим признаком (фильтром), будут добавляться в сегмент автоматически.
Сегмент можно создать из нескольких отборов (фильтров).
► Нажмите Сегменты → Добавить сегмент после отбора.
Для нового поиска вначале нажмите Сбросить.