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Calculating customer contacts with Multiple IF Statements in Lightspeed Analytics

IF statements can check one set of data for different criteria across different sets of data.

For example, if you're planning to host a party at your shop to encourage customer loyalty, you can use the event to target two different groups of customers: those who have spent more than $10,000, and those who have not visited the shop in over a year. You want to build your calculation to look similar to: if( Criteria 1 ,result if Criteria 1 true , if( Criteria 2 ,result if Criteria 2 true ,result if both Criteria 1 and Criteria 2 are false )). To create this calculation:

  1. Open the Customer Lifetime Value report. It will display customer names, the total dollar amount each customer has spent in the store, the day count since their last purchase, and more.

    The Customer Historic Lifetime Value report is a Marketing report that may not be available on every subscription of Analytics. The steps of preparing the calculation are the same for every other report. If you want to add the Marketing reports to your account, speak with a representative to inquire about adding them to your account.

    A Customer Historic Lifetime Value report with columns 'Customer Full Name', 'Customer Email', 'Customer Status', 'Customer Historic Lifetime Value', and 'Customer Days Since Last Purchase'.

  2. Click Calculations to open the Table Calculations.
  3. Start your calculation by adding the Historic Customer Lifetime Value.

    Table calculations with historic customer lifetime value.

  4. Set the result IF true.

    Table calculations with historic customer lifetime value and if true result.

  5. Add the second IF function and the days since last purchase.

    Table calculations with historic customer lifetime value, if true result, second if function, and the days since last purchase.

  6. Add the results if the second set of criteria is true.

    Table calculations with historic customer lifetime value, if true result, second if function, the days since last purchase, and second if true value.

  7. Add the results if neither is true. Define this as Null for now.

    Table calculations with historic customer lifetime value, if true result, second if function, the days since last purchase, second if true value, and null.

  8. Optionally, enter a title for the calculation.

    Table calculations title.

  9. Save the calculation.

If entered correctly, the two sets of criteria will display in the report. You can sort by your calculated field and view a complete list of invitees for the event.

A table displaying customer data including name, email, status, historic lifetime value, days since last purchase, and an invite column.

If you want to further enhance this report, you can add different descriptions to the criteria of guests by having Analytics present only customers that are on the guest list and exclude anyone else from the report. You can also set tiers of contacts that you want to target, adding "AND" arguments with your criteria to identify cross-sections of customers. For example, prioritize customers who spent $10,000 recently, followed by customers who spent $10,000 in the past, and so on.

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