Filtering customer lists for insight

Use filters to view lists of customers who match certain criteria - such as location, purchasing frequency, products purchased, and more - to help create effective sales and marketing campaigns.

Segment your customer list according to customers' purchasing behaviour or demographic characteristics.

Note: This article is about filtering customer lists for business analysis.

To learn how to look up individual customers for service purposes, see our instructions on finding a specific customer.

In this article, you'll learn about:

Using the customer filters

In Customers > All Customers, you'll see a list of all your store's registered customers.

At the top of the list, there are a number of filter fields. These filters match the column headers of the product list. This means you can either:

  • Search for customers who match specific criteria by opening Show Filters, typing values into search fields, and clicking Apply Filter.
    Screenshot Breadstack customer list show filters
  • Sort the customer list according to a specific filter by clicking on a column header. Clicking once will sort the list in descending order; click again to sort in ascending order.

Tip: If you regularly use a certain combination of filters, try saving your search so you can apply them again quickly when needed.

You can also export search results to a .CSV file.

Types of customer filters

The customer filters are segmented into two categories.

Customer Activity & Behaviour filters relate to customers' shopping behaviour. 

Screenshot Breadstack customer activity behaviour

Customer Info filters include basic personal contact, account, and address details.

Screenshot Breadstack customer info filters


Why use customer filters?

Customer filters can help you create targeted marketing and sales campaigns, which you can then carry out using Breadstack's emailer tool.

Here are just three examples.

Target your campaigns to a relevant customer segment 

Let's say BC Day is coming up. This is a great opportunity for a promotion event to generate business - but it's only relevant to your BC-based customers.

Use the State/Prov field to filter for customers living in BC, then send them a "Happy BC Day!" email with a special offer.

Find the right customer base for a specific product

Imagine that your store has excess stock of a certain product, and it's moving too slowly.

Use the Product search field to search for customers who have previously purchased that product. Then, create a promotion that targets them with a personalized email and a product-specific discount. 

Find ways to engage with high-value customers

If your store assigns loyalty points to customers, try sorting the customer list on the Points column to find customers with the highest point balance. Then, send them an email reminding them that they can apply their points toward their next purchase,