The following table lists the purchase activity that you use to refine your audience based on transaction placed, product purchased, Average Order Value (AOV), revenue decile, and others:
Name | Description |
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Placed a transaction | Customers who made a transaction in a specific time frame. You can add refinements to this rule. For example, made a transaction after 08/01/23 where Average Order Value (AOV) is lower than $50. |
Placed a number of transactions | Same as Placed a transaction, you can select the number of transactions that the customer made in the selected time frame. You can add refinements to this rule. For example, made more than five transactions in the last 30 days. |
Places first transaction within refinements | Customers who made their first transaction within specific conditions. For example, first retail transaction, first Men’s transaction, first purchase within brand X. The following steps explains how this rule works:
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Places last transaction within refinements | Customers who made their last transaction within specific conditions. For example, last retail transaction, last women’s transaction, last purchase within brand X. The following steps explains how this rule works:
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Purchased a product | Customers who purchased a product in a specific time frame. You can add refinements to this rule. For example, a customer purchased a product before 08/01/23 where ‘Organization Name’ equal to “San Francisco Store” and ‘Transaction Item Revenue’ is greater than $100. |
Purchase a number of products | Same as Purchased a product, you can select the number of products that the customer purchased in the selected time frame. You can add refinements to this rule. For example, a customer purchased five products in the last 30 days. |
Spent a certain amount in a time frame | Selects customers based on the amount of money they spent within a specific time frame. You can add refinements to this rule. For example, a customer spent more than $300 in the last 30 days where a subtype is Shipped or Returned. |
Spent a certain amount in a transaction | Selects customers based on the amount of money they spent within a single transaction in a specific time frame. You can add refinements to this rule. For example, a customer spent more than $500 in a single transaction in the last 30 days where Organization Type is Physical. |
Purchased a product in an organization (hierarchy) | Same as Purchased a product, you can add refinement by the organization’s hierarchy. This is for brands whose stores are organized within a hierarchy. |
Purchased a product using a message | Customers who placed a transaction using a specific message in a specified time frame. |
Purchased a product using a message in an organization (hierarchy) | Same as Purchased a product using a message, you can add refinement by the organization's hierarchy. This is for brands whose stores are organized within a hierarchy. |
Purchased a product using a promotion | Customers who purchased a product using a promotion, such as a coupon, in a specified time frame. You can add a Promotion refinement such as Discount Amount, Expiration Date, or Discount Percentage. This rule filters audiences based on promotion attributes. With this rule, you can track the effectiveness of promotions and measure the revenue they generate. Additionally, you can clearly distinguish between email and direct mail data within CDP. |