Overview
Combine location, invoice, product, and customer filters to target precisely.
1. Start a new group
1) Click New Customer Group in the Customer Groups screen.
You’ll see a starter definition covering recent purchases and no-invoice prospects.
This gives you a base to refine. Click Add Filters to open the filter drawer.
2. Set location filters
1) Choose store location(s), enter Zip or Postal Codes (comma-separated), select States, Territories, or Provinces, or set distance from store location in miles.
You’ll see matching customers by geography.
Address data is required for these filters.
3. Set invoice filters 🧾
1) Choose Service, Parts, or Equipment (or No invoice), then set a Duration or Range.
You’ll see customers who match purchase timing.
Duration rolls forward automatically; Range is a fixed calendar.
4. Set minimum lifetime spent
1) Enter Minimum Spent.
You’ll see only customers at or above that level.
This focuses on higher-value buyers when needed.
5. Filter by products and models
1) Select Product Lines and/or search Part/Model Number.
You’ll see buyers of those items.
Handy for recalls or accessory campaigns.
6. Filter by customer attributes
1) Choose Customer Category or list Individual Phone Numbers for a very specific audience.
You’ll see only customers who match the given attributes.
7. Filter by customer Status, or custom Customer Tag
1) Choose to filter based on the customer status or applied tags on a customer record in TargetCRM.
8. Exclude recent activity (cross-sell time frame) 🚫
1) Set a Duration or Range in Cross-sell time frame.
You’ll see customers who have not had invoices in that period.
Exclude very recent buyers from tune-up or clearance messages.
9. Save and review members
1) Click Save Changes.
You’ll see the group update based on your filters and can search for expected names.
Adjust filters if expected customers aren’t included.
Tips to Work Faster
– Prefer Duration for rolling windows; use Range for fixed campaigns.
Related KB articles
– Apply Customer Status and Customer tags to a Customer Record
– Choose broadcast recipients with Customer Groups