---
title: "Customer Filters and Segmentation"
description: "Segment and understand your customer base"
url: https://help.loyally.ai/en/articles/68-customer-filters-and-segmentation
collection: "Customers and CRM"
updated: 2026-08-08
language: en
---

# Customer Filters and Segmentation

Segment and understand your customer base

## **Using Customer Filters**

This guide provides an effective way to segment and understand your customer base using Loyally.ai's CRM filters.

1.  Sign in to [**Loyally.ai**](https://app.loyally.ai/) and go to '[**Customers**](https://app.loyally.ai/clients)' in the Menu Panel.
    

![](https://staticfiles.gleap.io/ghelparticle/uoUbrEIcUGVr05A7v8sBNuptvwCyZInIxOn5CAAuz3pZGJKPRK5YE2ILkFHFzsLFD6yvo8wp3Pm.png)

### **Apply Filters:**

-   Utilize various parameters to filter your customer base: card balance, device type, serial number, card status, UTM-tag, usage frequency, registration date, email, name, phone, gender, unused rewards, number of stamps, and birthdays.
    
-   Combine filters using AND/OR logic.
    
-   Filter types include exact matches, range selections, and multiple-choice options.
    

### **Filter Examples:**

-   For 'Card balance', set specific value criteria.
    

* * *

### **Preset Filter Groups:**

Choose from ready-made groups like "RFM - segments", "Health", and "Loyalty" for targeted analysis.

### **RFM - Segments:**

Segment based on visit duration and frequency:

-   0-30 days: Categorize as Beginners, Growths, Champions.
    
-   31-60 days: Label as Doubtful, Medium, or Loyal - Regular.
    
-   61-90 days: Classify as Sleeping, At risk, or Needs attention.
    

![](https://staticfiles.gleap.io/ghelparticle/tPAg0Jzj65Cb47caWTtyzY82NDUnawcoEABApgJNHj6SWBqAQEwh1T9Zixj4Ns72fqPlkhFIEBP.png)

## **Health Group:**

![](https://staticfiles.gleap.io/ghelparticle/ANDmN0WdUjMQc0hvmi9gGebQoS75Rjo4ogM5enev7FwDOhcl8jDgbjX2BeAvr3wfsuTKO7kVUn9.png)

**Loyalty Group:**

![](https://staticfiles.gleap.io/ghelparticle/x7iblW4dq7iaP6FUM2Zw24GS6R2cQCrrojtYQAg6eJVWkDTk02DNE2NZmjs5LOgxro1Tsn6dvB4.png)