Filters

One way to learn more about which types of customers drive the most value is by filtering and comparing different segments of customers using Everhort's Cohort Filtering tools.

If you have connected your online store using one of our integrations (such as our Shopify integration), then Everhort will automatically import several customer and order properties and make them available for filtering.

Customer Filters

If you have tags associated with customers in your store, then you can select one or more of these tags from the "Customers who are tagged" dropdown. Customers who do not match one of the selected tags will be filtered out and excluded from all reports.

Clicking "Add Filter" will add the filter and display it in the report summary at the top of the screen:

Order Filters

You can also filter customers based on purchases they've made.

Product Collections

If you've imported your data by connection one of our automated store integrations, such as Shopify, then you will have product collection filters available in your account automatically:
The list of available collections, along with the mappings from those collections to their products, will be updated with each automated daily import of your data from your store.

Product Name

Choose one or more products using the type ahead dropdown to show results for only those customers who have purchased one of those products. Product name filters are available automatically if you've connected your store using one of our automated connections, or if you mapped a "Product" column when uploading a CSV file.

For all order-level filters, you have the option of specifying whether the filter should include customers who made the purchase on "any purchase," "their first purchase," or "a subsequent purchase."

Selecting "Their first purchase" will restrict the filter to only those customers making the indicated purchase on their first order (if they made the purchase again later, that's ok). Selecting "A subsequent purchase" will restrict the filter to only those customers making the indicated purchase on an order placed after their initial purchase (if they made the purchase on their first purchase also, that's ok).

Product Properties

Sometimes orders in your eCommerce system will have various properties associated with them. If your store has such properties, and you've used one of our automated integrations to connect it, then you can use several different matcher types to filter customers based on their purchase histories:

Equals. This matcher will restrict results to customers who have at least one purchase where the property name exactly matches the selected value

Does Not Equal. This matcher will restrict results to customers who have at least one purchase where the property does not exactly match the selected value.

Is Set. This matcher will restrict results for customers who have at least one purchase where the property is set to any value.

Is Not Set. This matcher will restrict results to customers who have at least one purchase where the property is not set to any value.

Combining Customer and Order Filters

You may apply customer filters and order filters in conjunction with each other. When combining filters of both types, customers matching at least one of the customer filters and at least one of the order filters will be included in the report:

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