The Versum system allows for advanced filtering of the customer base. You can quickly find customers by filling in given search criteria to add them to a group, send them a message or for other purposes. To refine your searches, you can combine any number of filters.
In order to find customers who meet selected criteria go to the customers module and click the required criterion in the menu on the left. In order to see all available criteria, click the + more button.
You can use this filter to find customers of a particular age.
Running a campaign for customers within a particular age group, e.g. seniors.
You can use this filter to find customers who purchased a particular product or products in a selected period.
Selecting a target group for a marketing campaign of a given product or brand. Customers who use particular products are more likely to buy complementary products or products of their favourite brand.
You can use this filter to create a list with the highest spendings in the selected period.
Holding an annual event for best/VIP customers.
You can use this filter to find new customers in a given period.
Checking the number of customers added in a given period allows you to evaluate the effectiveness of that campaign.
Belong to groups
You can use this filter to create a list of customers who belong to several groups at the same time or who belong to any of them.
Finding customers who both belong to the VIP group and attended a meeting with a dietitian, and sending them a message advertising modern body shaping treatments.
You can use this filter to find customers who used particular services in a given period.
Creating a recipient group for a marketing campaign advertising a particular type of services.
Have an appointment
You can use this filter to find customers scheduled for appointments in a given period.
Notifying customers about a malfunction of the credit card terminal - requesting payment in cash only.
Attended by employees
You can use this filter to find customers attended by a particular staff member in a given period.
If an employee quits or is made redundant, you can find their customers and send them a message with a special offer, encouraging them to stay with the business, rather than following the employee.
Number of appointments
You can use this filter to find customers who used your services a specific number of times in a given period.
You can leave either the from or the to field empty. For example, if you enter "2" in the from field, and leave the to field blank, you will find all customers who have had at least two appointments.
Creating a group of regular customers (by entering a number in the from field or creating a group of new customers by entering a number in the to field.
You can use this filter to find customers with the highest number of cancelled appointments (no-shows).
Creating a group of customers who often miss their appointments, for example to collect advance payments.
Have a birthday / name day
You can use this filter to create a group of customers who celebrate their birthdays or name days in a given period.
Targeting customers who celebrate their birthdays with a special offer.
Have services scheduled
Find customers who have particular services scheduled.
If a service requires some preparations, you can find customers who have the service booked and remind them about the preparations.
Haven't purchased a service
Find customers who haven't used a particular service in a given period.
If you have a special offer on some service, you can quickly find customers who haven't used it yet and advertise it.
No appointments booked
Find customers who do not have any appointments in the selected period.
Finding customers who stopped visiting your business and sending them a message encouraging them to return.
Do not belong to groups
Find customers who do not belong to a particular group.
Creating a list of all customers except for those who belong to a given group (e.g. those with cancelled appointments).
* Loyalty points
This filter will show only if you use the Loyalty Program add-on, and will allow you to find customers who have a given amount of loyalty points.