Saved Filters
A saved filter is a group of customers defined by the filters you choose. Once saved, you can re-apply it in one click and send targeted notifications to that exact group - without having to set up the filters again each time.
Saving a Filter
- 1
On a program's Pass Holders tab, apply the filters for the group you want. For example: customers with 50+ points who haven't visited in 30 days.
- 2
Open the Saved filters menu and choose Save filter. Give it a name (e.g. "Lapsed High-Value Customers").
- 3
It's now saved and ready to re-apply or use when sending notifications.
Loading & Deleting Saved Filters
Everything lives in the Saved filters menu next to your filters:
- Load - pick any saved filter to instantly re-apply it. The button highlights to show which one is active.
- Delete - click the bin icon next to a saved filter to remove it.
Team members & saved filtersYour staff can load and apply your saved filters when they're looking through pass holders, but they can't create or delete them.
Examples You Could Save
| Name | Filter Logic | Why it's useful |
|---|---|---|
| Win-Back Campaign | No activity in last 90 days | Re-engage customers who've drifted away |
| Almost There | Within 50-100 points of a reward | Nudge them to come back and earn their reward |
| Expiring Members | Membership expiring in next 14 days | Remind them to renew before it lapses |
| High Spenders | Points balance over 500 | Give VIPs an exclusive offer |