Client Filters for Campaigns
When creating an email or text message campaign, you can send the campaign to clients who match different conditions. Conditions check for specific client criteria, such as appointment history or membership status.
You can also apply filters to conditions to further customize your campaign recipient lists. For example, you can filter the Client memberships condition to check whether a client has or does not have a specific membership plan.
The table below outlines all the available conditions for campaigns.
Condition | Description | How you can filter this condition |
|---|---|---|
Client attributes | Check if the client's profile has or does not have specific attributes. | • Gender • Tag • Referred by • Client notes • Created by (staff member, online, or external form submission) • Birthday • Created at |
Client future appointments | Check if the client has or does not have future appointments. | • Staff member • Service • Service category • Location • Resource • Appointment note • Date • Incomplete forms |
Client past appointments | Check if the client has or does not have past appointments. | • Staff member • Service • Service category • Location • Resource • Appointment note • Date • Incomplete forms |
Client sales | Check if the client has or does not have sales history. | • Amount • Date • Location |
Client memberships | Check if the client has or does not have a membership. | • Membership plan • Status • Start date |
Client product purchases | Check if the client has or does not have product purchase history. | • Product • Product category • Date |
Client gift card purchases | Check if the client has or does not have gift card purchase history. | • Amount • Date |
Client packages | Check if the client has or does not have a package. | • Package type |
Client total spend | Check how much the client has spent in total sales. Includes services, products, gift cards, new memberships, membership renewals, and packages. | • Amount • Date |
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