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Client

The Client category of filters deals with information specific to your client. This is mostly data that is synced from the information section of your client within your booking platform, but also includes a few other data points added by LoopSpark.

Birthday

Filter clients that have a birthday within your selected timeframe

Example - Return all clients that have a birthday within the next 7 days.

filter operators
  • today - Clients birthday is today.
  • not today - Clients birthday is not today.
  • yesterday - Clients birthday was yesterday.
  • tomorrow - Clients birthday is tomorrow.
  • in the last (days) - Clients birthday was in the last [input] days.
  • not in the last (days) - Clients birthday was not the last [input] days.
  • in the next (days) - Clients birthday is in the next [input] days.
  • not in the next (days) - Clients birthday is not in the next [input] days.
  • exactly (days ago) - Clients birthday was exactly [input] days ago.
  • exactly not (days ago) - Clients birthday was not [input] days ago.
  • exactly (days from now) - Clients birthday is exactly [input] days from today.
  • exactly not (days from now) - Clients birthday is not exactly [input] days from today.
  • before - Client's birthday is before [input day of year].
  • not before - Client's birthday is not before [input day of year].
  • after - Client's birthday is after [input day of year].
  • not after - Client's birthday is not after [input day of year]

Age

Filter clients by their age (data must be correct in your booking software).

Example - Return all clients that are older than 25 years old.

filter operators
  • exactly (years) - Client is exactly [input] years old.
  • older than (years) - Client is older than [input] years old.
  • younger than (years) - Client is younger than [input] years old.

Anniversary

Filter clients that have a first attendance to any event (group class or appointment) anniversary at your business within your selected timeframe

Example - Return all clients that will be celebrating the anniversary of first visit at my business within the next 7 days.

filter operators
  • today - Clients anniversary is today.
  • not today - Clients anniversary is not today.
  • yesterday - Clients anniversary was yesterday.
  • tomorrow - Clients anniversary is tomorrow.
  • in the last (days) - Clients anniversary was in the last [input] days.
  • not in the last (days) - Clients anniversary was not the last [input] days.
  • in the next (days) - Clients anniversary is in the next [input] days.
  • not in the next (days) - Clients anniversary is not in the next [input] days.
  • exactly (days ago) - Clients anniversary was exactly [input] days ago.
  • exactly not (days ago) - Clients anniversary was not [input] days ago.
  • exactly (days from now) - Clients anniversary is exactly [input] days from today.
  • exactly not (days from now) - Clients anniversary is not exactly [input] days from today.
  • before - Client's anniversary is before [input day of year].
  • not before - Client's anniversary is not before [input day of year].
  • after - Client's anniversary is after [input day of year].
  • not after - Client's anniversary is not after [input day of year]

Home Location

Mostly used by multi-unit studios. Home location is a data point from your booking software, to use this filter please make sure your booking software has "home location" and client profiles have this field filled out in your booking software.

Example - Return all clients that have a home location of “Downtown”

filter operators
  • is - Clients home location (defined through your booking software) is [input studio location name].
  • is not - Clients home location (defined through your booking software) is NOT [input studio location name]

Index

Some booking softwares provide client index information. The client index filter will allow you to filter clients by indexes provided through your booking software, and whether or not the clients have or do not have specific indexes.

Example - Return all clients that have the index Fitness Goal: Stronger core

filter operators
  • has - Client has index(es) (defined through your booking software) select [one or more indexes].
  • does not have - Client does not have index(es) (defined through your booking software) select [one or more indexes].

Account Creation Date

Filter clients by the date they created an account on your booking software. This is a very important filter to setup your welcome sequence, by adding other filters such as "visit count = never before" and "Account Creation Date = 7 days ago"

Example - Return all clients that signed up on booking software exactly 7 days ago.

filter operators
  • today - Clients created account on booking software today.
  • not today - Clients created account on booking software, but not today.
  • yesterday - Clients created account on booking software yesterday.
  • in the last (days) - Clients created account on booking software [input] days.
  • not in the last (days) - Clients created account on booking software, but NOT in the last [input] days.
  • in the last (minutes) - Clients created account on booking software [input] minutes.
  • not in the last (minutes) - Clients created account on booking software, but NOT in the last [input] minutes.
  • exactly (days ago) - Clients created account on booking software exactly [input] days ago.
  • exactly not (days ago) - Clients created account on booking software, not NOT exactly [input] days ago.
  • before - Clients created account on booking software before [input exact date].
  • not before - Clients created account on booking software, but NOT before [input exact date].
  • after - Clients created account on booking software after [input exact date].
  • not after - Clients created account on booking software, but NOT after [input exact date].

Active

Client is marked as "Active" in your booking software.

important

Please keep in mind this is a data point coming directly from your booking software. Booking softwares define "Active" in different ways. Example: MINDBODY defines "active" as a client that has attended your studio in the past X years. This is a variable that can be set in your MINDBODY settings. ClubReady defines "Active" as any client that has an active membership.

Example - Return all clients that are marked as “active” in my booking software

filter operators
  • is active - Client is marked as Active in your booking software.
  • is not active - Client is not marked as Active in your booking software, or is marked as inactive

Address

Filter by clients mailing address (street name and number)

Example - Return all clients that have a mailing address that contains “Lilac Ave”

filter operators
  • equals - Client's billing address (number and street name) is exactly [input address].
  • does not equal - Client's billing address (number and street name) is not exactly [input address] or is blank.
  • contains - Client's billing address (number and street name) contains the word or phrase [input word or phrase].

City

Filter clients by their mailing address city.

Example - Return all clients that have a mailing address city “San Diego”

filter operators
  • equals - Client's billing address city is [input city].
  • does not equal - Client's billing address city is not [input city] or is blank.
  • contains - Client's billing address city contains the word or phrase [input word or phrase].

Club Count Total

Club Count is the total number of attended group classes plus the total number of attended appointment/ private sessions.

Important

If you celebrate Club Counts, please make sure to only use this filter if you reward milestones for group classes AND private sessions. If you only reward client milestones for group classes, use the filter "Visit Count." If you only reward milestones for appointment/private sessions, use the filter "Appointment Count."

Example - Return all clients that have a club count of exactly 100.

filter operators
  • equals - Clients total number of attended group classes AND appointments is exactly [input].
  • is less than - Clients total number of attended group classes AND appointments is less than [input].
  • is more than - Clients total number of attended group classes AND appointments is more than [input].
  • does not equal- Clients total number of attended group classes AND appointments does not equal [input].

Country

Filter clients by their mailing address country.

Example - Return all clients that have a mailing address country of “United States”

filter operators
  • equals - Client's billing address country is [input country].
  • does not equal - Client's billing address country is not [input country] or is blank.
  • contains - Client's billing address country contains the word or phrase [input word or phrase].

Email

Filter by client email addresses

Example - Return all clients that have an email address that contains “@gmail.com”

filter operators
  • equals - Client's email is exactly [input email address].
  • does not equal - Client's email address is not [input email address] or is blank.
  • contains - Client's email address contains the word or phrase [input word or phrase].

Email Unsubscribe Date

Filter clients by the date they unsubscribed from email communications through LoopSpark. This is a very helpful filter to trigger To-Do automations for clients who recently unsubscribed from email, reiterating the benefits of remaining opted-in and encouraging them to opt-in to email communications.

important

Please keep in mind this filter is not syncing with booking software client email preferences, it’s only filtering based on date a client unsubscribed from emails sent through LoopSpark.

filter operators
  • today - Client unsubscribed from Email communications today.
  • not today - Client unsubscribed from Email communications before today.
  • yesterday - Client unsubscribed from Email communications yesterday.
  • in the last (days) - Client unsubscribed from Email communications in the last x days.
  • not in the last (days) - Client unsubscribed from Email communications at some point, but not in the last x days.
  • in the last (minutes) - Client unsubscribed from Email communications in the last x minutes.
  • not in the last (minutes) - Client unsubscribed from Email communications at some point, but not in the last x minutes.
  • exactly (days ago) - Client unsubscribed from Email communications exactly x days ago.
  • exactly not (days ago) - Client unsubscribed from Email communications at some point, but not exactly x days ago.
  • before - Client unsubscribed from Email communications before a specific date.
  • not before - Client unsubscribed from Email communications after a specific date.
  • after - Client unsubscribed from Email communications after a specific date.
  • not after - Client unsubscribed from Email communications before a specific date.

Email Unsubscribe Status

Filter clients by their email subscription status. This filter is very helpful to create audiences for one-time-only To-Do campaigns encouraging unsubscribed clients to subscribe, and trigger automated To-Dos throughout the client journey encouraging email subscription.

important

Please keep in mind this filter is not syncing with booking software client email preferences, it’s only filtering based on a client’s email subscription status in LoopSpark.

filter operators
  • Subscribed - Client has a valid email address, is subscribed to email communications in LoopSpark, and is eligible to receive email communications from your LoopSpark account
  • Unsubscribed - Client is NOT subscribed to email communications in LoopSpark or does not have a valid email address, and cannot receive email communications from your LoopSpark account.

Email Opt-In

This filter will return clients that are marked as "email opt-in = true" in your booking software. This filter is specific to booking platforms, please make sure your booking platform has client data points for email opt-in.

Example - Return all clients that are marked in my booking platform as eligible to receive communications via email.

filter operators
  • true - Through your booking software, client has opted-in to receiving emails from your studio.
  • false - Through your booking software, client has NOT opted-in to receiving emails from your studio.

Email Opt-in (Promo)

This filter will return clients that are marked as eligible to receive promotional emails in your booking software. This filter is specific to booking platforms, please make sure your booking platform has client data points for email opt-in.

Example - Return all clients that are marked in my booking platform as eligible to receive promotional communications via email.

filter operators
  • true - Through your booking software, client has opted-in to receiving promotional emails from your studio.
  • false - Through your booking software, client has NOT opted-in to receiving promotional emails from your studio.

First Name

Filter by client's first name.

Example - Return all clients that have a first name of Sarah, Jessica, Thomas, John or Jason.

filter operators
  • equals - Client's first name is exactly [input name].
  • does not equal - Client's first name is not [input name] or is blank.
  • contains - Client's first name contains the letters or word(s) [input letters or word(s)].

Last Name

Filter by a client's last name.

Example - Return all clients that have a last name equal to Johnson, Smith, or Harvey.

filter operators
  • equals - Client's last name is exactly [input name].
  • does not equal - Client's last name is not [input name] or is blank.
  • contains - Client's last name contains the letters or word(s) [input letters or word(s)].

Lead

Filter list to show contacts that are leads in LoopSpark. Contacts that have not been added to your booking software can be uploaded directly to LoopSpark as "Leads". Leads can be segmented in the same way clients are filtered in your booking software. Lead profiles will merge with a client profile once LoopSpark recognizes a client profile on your booking software that matches the email address of a lead profile on LoopSpark.

This filter will commonly occur in a rule group with Lead Creation Date to create a trigger point based on the day a "lead" was uploaded to LoopSpark.

Example - Return a list of all contacts that are leads (not contacts in your booking software).

filter operators
  • is - Contact is a "lead" in LoopSpark, and is not a client found through your booking software (using email match).
  • is not - Contact is not a "lead" in LoopSpark.

Lead Creation Date

Filter leads by the date their lead account was created on LoopSpark.

Example - Return all leads that were uploaded to LoopSpark exactly 3 days ago.

filter operators
  • today - Contacts created lead account on LoopSpark today.
  • not today- Contacts created lead account on LoopSpark, but not today.
  • yesterday- Contacts created lead account on LoopSpark yesterday.
  • in the last (days)- Contacts created lead account on LoopSpark [input] days.
  • not in the last (days)- Contacts created lead account on LoopSpark, but NOT in the last [input] days.
  • in the last (minutes)- Contacts created lead account on LoopSpark [input] minutes.
  • not in the last (minutes)- Contacts created lead account on LoopSpark, but NOT in the last [input] minutes.
  • exactly (days ago)- Contacts created lead account on LoopSpark exactly [input] days ago.
  • exactly not (days ago)- Contacts created lead account on LoopSpark, not NOT exactly [input] days ago.
  • before- Contacts created lead account on LoopSpark before [input exact date].
  • not before- Contacts created lead account on LoopSpark, but NOT before [input exact date].
  • after- Contacts created lead account on LoopSpark after [input exact date].
  • not after - Contacts created lead account on LoopSpark, but NOT after [input exact date].

Lifetime Value

Lifetime Value is a great filter to target clients based on the total dollar amount spent at your business. This will help you target high value customers, and churn up business with customers that have not spent enough.

You’ll typically add this filter in an existing client rule group, coupled with other rules such as:

  • account creation date
  • Member status
  • Contract Status
  • Attendance count in specific time frame
Filter Operators (click to expand) * `equals` - Client has spent exactly $x dollars at my business. * `is less than`- Client has spent less than $x dollars at my business. * `is more than` - Client has spent more than $x dollars at my business. * `does not equal`- Client has spent anything other than exactly $x dollars at my business.

Member Status

Member Status filters are only available for LoopSpark clients using MINDBODY Online. The member status filter allows you to filter clients based on their MINDBODY member status. To learn more about MINDBODY Member Statuses, please refer to MINDBODY’s Help Article

LoopSpark provides member status filters for MINDBODY’s 6 standard statuses. All custom member statuses will be grouped in the filter operator other.

Filter operator descriptions below are coming from MINDBODY’s definition of each standard member status.

filter operators
  • is active - The client has an active membership on file.
  • is non-member - The client has never purchased a membership pricing option.
  • is expired - The client has purchased a membership pricing option at least once, but the pricing option has either expired or has been completely used.
  • is suspended - The client had an active contract, but it's currently suspended on the Account Details screen, or a scheduling suspension is in place.
  • is terminated - The client had an active contract, but it was terminated on the Account Details screen.
  • is declined - The client's last automatic payment-covering at least one membership pricing option-has declined. Note: This high-priority status will take precedence over your clients' status associated with any other memberships that may be on account; meaning, if a client has one active membership on account and one associated with an expired credit card, then his or her status on the client's Info screen will be Declined.
  • other - Statuses that you create and manually assign to a client on their Info screen. Custom statuses override system statuses.

Mobile Phone

Filter by a client's mobile phone number, and whether or not a client has a mobile number.

Example - Return all clients that have a mobile phone number that contains 212.

filter operators
  • equals - Client's mobile phone number is exactly [input phone number].
  • does not equal - Client's mobile phone number is not [input number] or is blank.
  • contains - Client's mobile phone contains the number(s) [input numbers].
  • has a mobile phone - filter by clients that have a mobile phone number.
  • does not have a mobile phone - filter by clients that do not have a mobile phone number provided.

Period Count

Period Count is similar to Club Count; however, the Club Count will reset on a rolling basis of your choice (example - if your business rewards clients for the total number of attended events each year, Period Count is your solution!).

Example - Return all clients that have a Period Count of exactly 100.

filter operators
  • equals - Clients Period Count is exactly [input].
  • is less than - Clients Period Count is less than [input].
  • is more than - Clients Period Count is more than [input].
  • does not equal- Clients Period Count does not equal [input].

Postal Code

Filter by clients' mailing address postal code

Example - Return all clients that have a mailing address postal code of 10002 or 11201, or 10016.

filter operators
  • is - Client's mailing address postal code is exactly [input].
  • is not - Client's mailing address postal code is not [input] or is blank.

Prospect

Filter contacts based on their “prospect” flag in your booking software. Some booking softwares, including MINDBODY Online, have optional client parameters for contacts that are “prospects.” Often times you can change these settings in your booking software to define a “prospect” vs “client” (example: contacts that have never purchased a pricing options will remain as “prospects” in your booking software.

This filter will commonly occur in a rule group with Account Creation Date to create a trigger point based on the day a “prospect” was created on your booking software.

Example - Return all prospects that created a profile on my booking software today.

Example Rule Group (2 filters)

Client Prospect = is prospect Account Creation Date = Today

filter operators
  • is prospect - contacts are marked as “prospects” in booking software.
  • is not a prospect - contacts are NOT marked as “prospects” in booking software.

Red Note

Red Note filters are only available for LoopSpark clients using Mindbody Online. For more information on Red Alerts in Mindbody, refer to Mindbody’s help article: What are the yellow and red alerts on the Client Info screen?

Red Note filters allow you to segment your audience based on the note associated with Mindbody’s Red Alerts

Example - Return all clients that have a Red Alert in Mindbody that contains the word “Injury” or “modification”

filter operators
  • equals - Client's red alert note is exactly [input].
  • does not equal - Client's red alert note is exactly not [input] or is blank.
  • contains - Client's red alert note contains word(s) [input word(s)]
  • does not contain Client’s red alert note does NOT contain selected words [input word(s)].
  • has a red note - Client has any red alert in their Mindbody profile.
  • does not have a red note - Client does not have any red alerts in their Mindbody profile.

Referral

Some booking softwares save data for client referral types (Facebook, Another Client, Pop-up class etc). This filter allows you to target client's based on their referral type.

Example - Return all clients that have a referral type that is Facebook or Pop-up Class.

filter operators
  • equals - Client's referral type is [input].
  • does not equal - Client's referral type is NOT [input] or is blank.
  • contains - Client's referral type contains word(s) [input word(s)]
  • has - Client has a referral type.
  • has not - Client does not have any referral types.

SMS Unsubscribe Date

Filter clients by the date they unsubscribed from SMS communications. This is a very helpful filter to trigger email automations to clients who recently unsubscribed from SMS, reiterating the benefits of remaining opted-in and encouraging them to opt-in to SMS communications.

important

Please keep in mind this filter is not syncing with booking software client SMS preferences, it’s only filtering based on date a client unsubscribed from SMS sent through LoopSpark.

filter operators
  • today - Client unsubscribed from SMS communications today.
  • not today - Client unsubscribed from SMS communications before today.
  • yesterday - Client unsubscribed from SMS communications yesterday.
  • in the last (days) - Client unsubscribed from SMS communications in the last x days.
  • not in the last (days) - Client unsubscribed from SMS communications at some point, but not in the last x days.
  • in the last (minutes) - Client unsubscribed from SMS communications in the last x minutes.
  • not in the last (minutes) - Client unsubscribed from SMS communications at some point, but not in the last x minutes.
  • exactly (days ago) - Client unsubscribed from SMS communications exactly x days ago.
  • exactly not (days ago) - Client unsubscribed from SMS communications at some point, but not exactly x days ago.
  • before - Client unsubscribed from SMS communications before a specific date.
  • not before - Client unsubscribed from SMS communications after a specific date.
  • after - Client unsubscribed from SMS communications after a specific date.
  • not after - Client unsubscribed from SMS communications before a specific date.

SMS Unsubscribe Status

Filter clients by their SMS subscription status. This filter is very helpful to create audiences for one-time-only email campaigns encouraging unsubscribed clients to subscribe, and trigger automated emails throughout the client journey encouraging SMS subscription.

important

Please keep in mind this filter is not syncing with booking software client SMS preferences, it’s only filtering based on a client’s SMS subscription status in LoopSpark.

filter operators
  • Subscribed - Client has a valid mobile phone number, is subscribed to SMS communications in LoopSpark, and is eligible to receive SMS communications from your LoopSpark account.
  • Unsubscribed - Client is NOT subscribed to SMS communications in LoopSpark or does not have a valid mobile number, and cannot receive SMS communications from your LoopSpark account.

State

Filter by clients' mailing address postal state.

Example - Return all clients that have a mailing address state of California.

filter operators
  • equals - Client's billing address state is [input state].
  • does not equal - Client's billing address state is not [input state] or is blank.
  • contains - Client's billing address state contains the word or phrase [input word or phrase].

Distance

Filter clients my the mileage between your studio location and client mailing address (Note: this is currently only available/functional for studios located in United States).

Example - Return all clients that live fewer than 30 miles from my studio.

filter operators
  • is less than (miles) - Client's mailing address is less than [input] miles from your studio. (client address must be provided from booking software. Only available in US.)
  • is more than (miles) - Client's mailing address is more than [input] miles from your studio. (client address must be provided from booking software. Only available in US.)

Tag

Tags can be added to a client's profile directly through LoopSpark. This filter allows you to narrow down your audience by clients who have, or do not have specific tags in their LoopSpark profile.

Example - Return all clients that do not have the tags Moved or Blacklist.

filter operators
  • has - Client's profile in LoopSpark has been tagged with [input tag(s)]
  • does not have - Client's profile in LoopSpark does not have selected tag(s) [input tag(s)]
  • only - Client’s profile in LoopSpark has only 1 tag, which is [input tag].
  • has any tag - Client's profile in LoopSpark has at least 1 tag.
  • has no tag - Client's profile in LoopSpark does not contain any tags.

Tag Assigned Date

Filter clients by the date they were assigned a specific tag. This filter will almost always require the filter Client Tag in the same rule.

This is a great filter for building custom drip campaigns based on the date a client tag was assigned.

Example - Return all clients that had the tag former client - winback added to their account exactly 5 days ago.

The above example would require a rule containing 2 filters:

  • Client Tag has “former client - winback”
  • Client Tag Assigned Date = exactly 5 days ago
filter operators
  • today - Client tag assigned to client's LoopSpark profile today.
  • not today - Client tag assigned to client's LoopSpark profile, but not today.
  • yesterday - Client tag assigned to client's LoopSpark profile yesterday.
  • in the last (days) - Client tag assigned to client's LoopSpark profile [input] days.
  • not in the last (days) - Client tag assigned to client's LoopSpark profile, but NOT in the last [input] days.
  • in the last (minutes) - Client tag assigned to client's LoopSpark profile [input] minutes.
  • not in the last (minutes) - Client tag assigned to client's LoopSpark profile, but NOT in the last [input] minutes.
  • exactly (days ago) - Client tag assigned to client's LoopSpark profile exactly [input] days ago.
  • exactly not (days ago) - Client tag assigned to client's LoopSpark profile, not NOT exactly [input] days ago.
  • before - Client tag assigned to client's LoopSpark profile before [input exact date].
  • not before - Client tag assigned to client's LoopSpark profile, but NOT before [input exact date].
  • after - Client tag assigned to client's LoopSpark profile after [input exact date].
  • not after - Client tag assigned to client's LoopSpark profile, but NOT after [input exact date].

Yellow Note

Yellow Note filters are only available for LoopSpark clients using Mindbody Online. For more information on Yellow Alerts in Mindbody, refer to Mindbody’s help article: What are the yellow and red alerts on the Client Info screen?

Yellow Note filters allow you to segment your audience based on the note associated with Mindbody’s Yellow Alerts

*Example - Return all clients that have a Yellow Alert in Mindbody that contains the phrase “prefers morning” *

filter operators
  • equals - Client's yellow alert note is exactly [input].
  • does not equal - Client's yellow alert note is exactly not [input] or is blank.
  • contains - Client's yellow alert note contains word(s) [input word(s)]
  • does not contain Client’s yellow alert note does NOT contain selected words [input word(s)].
  • has a yellow note - Client has any yellow alert in their Mindbody profile.
  • does not have a yellow note - Client does not have any yellow alerts in their Mindbody profile.