Filter Contacts by Reward Points
Contacts can be filtered by Reward Points to show only those with a point balance at or above a set amount. This filter is available when a reward program is enabled and helps narrow the contact list based on point totals. The filtered results can then be used to send emails, create custom lists, add contact log entries, or print contact details.
Tip: To add (or remove) any profile fields from the contact list, see Add, Move, or Hide Columns on Contact Lists before proceeding with the steps below.
- From the Reward Points drop-down on the customer list, select Reward Points >.
- Enter the number of points a contact must have (or higher) to be displayed in the field to the right of the Reward Points selected from the previous step (i.e., enter 100 if the contacts to be included need to have at least 100 points).
- Click the X to close the Reward Points pop-up and apply the filter.
- The filtered contacts can be sent an email, added to a custom list, or to print them, from the contact list toolbar, click
and select Print (or see Print Labels to print in a label format).
- From the print preview form, click
to print, or click
to export and save as another file type such as PDF. - When finished, to clear any filters that may be set, from the toolbar, click
Clear Filters.
Additional Information:
- The Address List can also be filtered for Rewards, by adding either the Reward Points or Reward Currency columns, then using the column header filter.
- Setting up a Reward Program
- Contact List Filters & Column Sort
- Create, Import, or Filter a View to use with the List Builder
