The different Contact List Criteria are explained below.
Gender: Group customers or leads by gender (male, female, non-binary, defined, and not defined).
Age: Add customer or lead data according to their age.
Customer Type: Display customers according to customer type (Client, Lead, Member with active Membership, Member with inactive Membership, and/or new customer from widget and app).
Birthday: Add customers or leads according to their date of birth.
Source: Group customers or leads according to the source of their entry into the branch.
Customer Created Date: Add customers or leads according to the date they were created.
Communication and Marketing Permission: Display customers or leads according to their marketing and communication preferences (on or off).
Reward Program: Include customers or leads who have enrolled in specific reward programs.
Reward Program Status: Collect customers or leads according to whether they have enrolled in or terminated a reward program.
Form: Add customers or leads who have filled out specific forms.
Form Status: Gather customers or leads according to whether they have submitted or not submitted a form.
Referral Count: Include customers or leads who have a specific number of referrals.
Membership: Include customers who have specific memberships.
Membership Status: Include customers who have active, frozen, terminated, or expired membership status.
Membership Expiry: Add customers who have a membership expiry in specific days, weeks, or months.
Customer Never Visited: Add customers who have not visited in a specific number of days, weeks, or months.
Visit Type: Group customers according to whether they attended a class, completed a service, purchased a product or gift card, or checked in at the door.
Lifetime visit: Include customers who have achieved a specific number of visits.
Visit date: Include customers who visited on a specific date or within a specific date range.
Last visit: Add customers who last visited within a given interval.
First visit: Add customers who made their first visit within a given interval.
Lead stage: Add customers or leads who have fallen into selected lead stages.
Inquired Membership: Add customers or leads who have inquired about specific memberships.
Lead Rotting Stage: Add leads that have fallen into selected lead rotting stages.
Lead Rotting Days: Include customers and leads who have been in a lead rotting stage for a specific number of days.
Class Booking: Group customers and leads who are booking specific classes.
Booking Status: Include customers and leads who have specific class booking statuses.
Class Booking Date: Add customers and leads who have booked classes on specific dates.
Class Booking Assigned Staff: Add customers and leads who have been assigned specific staff for their class bookings.
Class Booking Assigned Facility: Add customers and leads who have been assigned to specific facilities for their class bookings.
Class Booking Amount: Gather customers or leads who have booked classes for a specific amount.
Class Booking Count: Gather customers or leads who have booked a specific number of classes.
Service Booking: Group customers and leads who are booking specific services.
Service Booking Status: Include customers and leads who have specific service booking statuses.
Service Booking Date: Add customers and leads who have booked services on specific dates.
Service Booking Assigned Staff: Add customers and leads who have been assigned specific staff for their service bookings.
Service Booking Assigned Facility: Add customers and leads who have been assigned to specific facilities for their service bookings.
Service Booking Assigned Asset: Add customers and leads who have been assigned specific assets for their service bookings.
Service Booking Amount: Gather customers or leads who have booked services for a specific amount.
Service Booking Count: Gather customers or leads who have booked a specific number of services.
Lifetime Sale: Include customers or leads who have achieved a specific number of sales.
Sale Date: Add customers or leads who have made a sale on a specific date.
Sale Source: Group customers and leads according to the source of their sale (core, widget, staff app, and/or customer app).
Purchase Amount: Add customers or leads who have made purchases within a set purchase amount limit.
Item Count: Gather customers or leads who have purchased a specific number of items.
Purchased Classes: Add customers or leads who have purchased specific classes.
Purchased Services: Add customers or leads who have purchased specific services.
Purchased Products: Gather customers or leads who have purchased specific products.
Purchased Gift Cards: Include customers or leads who have purchased specific gift cards.
Purchased Membership: Add customers or leads who have purchased specific memberships.
Payment Status: Include customers or leads who have specific payment statuses (paid, refunded, unpaid, void, written off, partially paid, and/or overpaid).
Booking Amount: Gather customers or leads who have made bookings for a specific amount.
Tag: Add the customers or leads based on specific customer tags and whether the tag is assigned or not.
