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Invoay POS & ERP Audience Segments

Summary​

When your WhatsApp Business Number is connected to Invoay Cloud POS / ERP, Wabixo unlocks deep transactional segmentation. Powered by Wabixo's upstream integration API (SAPI), businesses can filter and group their audience based on real-world POS billing amounts, store visit recency, branch locations, and customer transaction history.

Prerequisites​

To access and build Invoay POS Segments:

  1. Invoay Integration: The active WhatsApp Business Number must have Invoay Cloud ERP integration enabled (invoayIntegration: true).
  2. User Permissions: The authenticated user's role must include the CanAccessSegmentation internal permission.

Supported Transactional Filter Dimensions​

Wabixo's POS segmentation engine interfaces directly with your POS database using canonical SAPI filter parameters:

CategoryFilter DimensionSupported OperatorsValue Type & ConstraintsReal-World Application
Spend & BillingLifetime Total Spend (total_spend)Greater than (>)
Less than (<)
Between		Numeric currency amounts (min 0 to max 9,999,999,999,999)Segment high-value VIP patrons (e.g. Total Spend $> 25,000$) or entry-level spenders.
Spend & BillingBooking & Billing History (booking_history)Has transacted bill
Never transacted bill
Transacted within last (days)		For days: whole number from 1 to 3,650; no value required for has/neverTarget clients who have billed before, or identify registered contacts who have never made a purchase.
Visit RecencyLast Store Visit (last_visit)Visited within last (days)
Last visited after
Last visited before		Days window (1 to 3,650) or date epochIdentify churn risks (e.g. last visit was before 60 days ago) or recent store visitors.
Store LocationPOS Store / Branch (store_id)Is
Is any of		Dropdown picker populated from your connected branch storesLaunch localized promotions for patrons of specific branches (e.g. Mumbai Bandra vs. Dubai Marina).
Store LocationPOS Chain / Brand (chain_id)Is
Is any of		Dropdown picker populated from your brand chainsRun multi-store regional campaigns across an entire chain.
RegistrationCustomer Registered On (registered_on)Registered after
Registered before
Registered between		Calendar date pickerTarget newly onboarded clients registered in the last 14 or 30 days.
DemographicsCustomer Gender (gender)IsMale or FemaleRun gender-targeted grooming, wellness, or styling campaigns.

[!TIP] Dynamic Store Synchronization: The store and brand selectors are dynamically fetched from your connected Invoay POS configuration. Any newly opened branches or changed store names update automatically in the rule builder.

Rule Builder & Live Calculation​

When creating an Invoay POS Segment:

  1. Rule Normalization: Conditions are organized into groups and sanitized before submission to prevent invalid date windows or out-of-range currency amounts.
  2. Live SAPI Calculation: Clicking Calculate Audience queries the connected POS engine (/api/pos-segments/preview).
  3. Sample Customer Verification: Wabixo displays the exact count of qualifying customers along with a sample preview including:
    • Customer ID & Name
    • Masked Phone Number
    • Registered Store Name
    • Registration Date
    • Customer Gender

Example Real-World POS Campaigns​

1. Win-Back High-Spend Lapsed Clients​

  • Filter Rules:
    Lifetime Total Spend: Greater than (>) 15,000
    AND Last Store Visit: Last visited before [Date 60 days ago]
  • Campaign Objective: Deliver a personalized "We miss you" WhatsApp broadcast containing an exclusive reactivation discount coupon to bring lapsed VIPs back into the store.

2. Converting Registered Non-Spenders​

  • Filter Rules:
    Booking & Billing History: Never transacted bill
    AND Customer Registered On: Registered after [Date 30 days ago]
  • Campaign Objective: Send a welcome incentive with a 15% first-billing discount to prospects who registered in your database but haven't made their first purchase yet.

3. Branch Grand Reopening / Anniversary Promo​

  • Filter Rules:
    POS Store / Branch: Is [Bandra West Store]
    AND Booking & Billing History: Has transacted bill
  • Campaign Objective: Broadcast an invitation for a branch-specific anniversary event only to verified patrons of that specific branch location.

4. Active Spender Cross-Sell​

  • Filter Rules:
    Lifetime Total Spend: Greater than (>) 20,000
    AND Last Store Visit: Visited within last (days) 30
  • Campaign Objective: Reward active premium spenders with priority appointment booking or an invitation to a seasonal VIP package.

Segment Management & 1-Click Broadcast​

From the Invoay Segments page (/dashboard/segmentation/invoaySegment):

  • Recurring vs. Fixed Modes:
    • Recurring Segments: Dynamically query and update against the latest POS transactions, automatically refreshing before marketing broadcasts.
    • Fixed Segments: Freeze a historic cohort of customers as a fixed list at the time of creation.
  • Refresh Customer Count: Click the circular refresh icon on any segment card to immediately re-sync the customer count with the POS database.
  • 1-Click Broadcast Campaign: Click the three-dot action menu on any segment card and select Send Campaign. The Marketing Broadcast Wizard will open with the POS segment ID, segment name, and recipient count pre-populated for immediate campaign setup.
  • View Customers: Click View Customers to review the complete paginated customer table, search customers by name or phone, and filter by branch.