Marketing Filter Glossary
Account Name: combined first and last names (residential); company name (commercial)
Account Sub Type:
Account Type:
Active:
Acquisition Date: the date the customer’s account was created in ServiceMonster.
Address Line 1: the first line (house or building number + street) of the customer’s billing address.
Address Line 2: the second line (unit, suite, apartment) of the customer’s billing address.
Balance Due: this refers to the total amount due in their account for ALL orders.
City: the city the customer’s billing address is located in.
Company Name: the value inputted into the ‘Company’ field on a customer’s account.
Country: the country the customer’s billing address is located in.
County: the county the customer’s billing address is located in.
Do Not Contact – Email: ‘red’ indicates the customer does NOT wanted to be contacted by email
Do Not Contact – Mail: ‘red’ indicates the customer does NOT wanted to be contacted by mail.
Do Not Contact – Phone: ‘red’ indicates the customer does NOT wanted to be contacted by phone.
Email: the customer’s email address as listed on the main account page.
Fax: the fax number listed in the customer’s account.
First Name: the primary account holder or billing contact’s first name.
Last Name: the primary account holder or billing contact’s last name.
Last Referral Date: the last time a customer was listed as a referral for a new account or order.
Lead Source: the lead source located on a customer’s account.
Phone1: the top/first phone field in the customer’s account.
Phone2: the middle/second phone field in the customer’s account.
Phone3: the bottom/third phone field in the customer’s account.
Record Source: no longer linked up to anything.
State: the state listed for the customer’s billing address.
Zip: the zip code listed for the customer’s billing address.
Contact Filters:
*Note – the activity types only count here if generated from a marketing campaign.
Last Completed Call Date: the last time a call activity was marked as ‘complete’ in the customer’s account.
Last Completed Email Date: the last time an email was sent to the customer.
Last Completed Mail Date: the last time a customer received a mailer.
Last General Campaign Date: the last time a customer was included in a marketing campaign with the category, “General Marketing”.
Last Marketing Campaign Date: the last time a customer was a part of any type of marketing campaign.
Last Newsletter Campaign Date: the last time a customer was included in a marketing campaign with the category, “Newsletter”.
Last Post Job Campaign Date: the last time a customer was included in a marketing campaign with the category, “Post-Job Related”.
Last Pre Job Campaign Date: the last time a customer was included in a marketing campaign with the category, “Pre-Job Related”.
Last Referral Campaign Date: the last time a customer was included in a marketing campaign with the category, “Referral”.
Last Reminder Campaign Date: the last time a customer was included in a marketing campaign with the category, “Reminder”.
Order Filters:
Last Estimate Created Date: the ‘created date’ located in orders with the type, “Estimate”.
Last Estimate Modified Date: the last time a change/edit was made to an estimate.
Average Invoice: the average amount of ALL the customer’s invoices.
Invoice Count: the total number of invoices a given customer has.
Last Invoice Amount: the amount of the customer’s last invoice.
Last Invoice Date: the ‘date completed’ on an invoice.
Last Invoice Group: for the customer’s last invoice, which group it was listed under.
Last Invoice Subgroup: the subgroup assigned to a customer’s last invoice.
Next Job/Job Reminder Date: the date of the next scheduled job a customer has or the date of the next job reminder (occurrence) they have on the schedule.
Profile Filters:
These will vary between ServiceMonster accounts. The profile fields listed will depend upon which custom fields you’ve setup in your database.
Service Filters:
These filters will vary depending upon the item groups in your database.
