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 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 Properties

Sometimes orders in your eCommerce system will have various properties associated with them. If your store has such properties, 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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