We've added a wider range of attributes to chose from when customizing your segments and automations! Here's a complete list of new options:

• First/Farthest event date

• First/Farthest event series date

• First/Farthest appointment date

• First package/membership purchase date

To learn how to build customer segments, please see this help article.

Here is an example of how these new conditions work:

The first event date is the earliest event in the past that a client registered for; the farthest event is the last one in the future they have registered for.

Assuming that today is Oct 10th, and if I registered for classes on Sep 1st, Sep 5th, Oct 1st, and Nov 1st, here is what the attributes would be:

• First event date is Sep 1
• Farthest event date is Nov 1st
• Most recent event date is Oct 1st

If I registered for classes on Sep 1st, Sep 5th, and Oct 1st, the attributes would be:

• First event date is Sep 1st
• Farthest event date is empty
• Most recent event date is Oct 1st

How does this impact business? Here is an example:

Lindsay, a fitness studio owner, uses OfferingTree’s new segmentation options to create highly targeted automations for her clients. With the added attributes, she can now set up automations based on key client behaviors.

For example, if a client hasn’t booked an appointment since their first one six months ago, Lindsay can automatically send a “We Miss You” email with a special offer. These advanced segmentation options help Lindsay tailor her marketing efforts, increase client engagement, and improve retention without added manual effort.