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The Maestra tracker records customer actions throughout a session and attaches them to the customer card at the moment of registration. As a result, a customer’s first action is not always the registration itself — it might be something earlier, such as a visit to your website. This guide walks through how to find customers based on the date of that first action.

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Where to build the filter

Go to Data → Customers: “First interaction” is one of the customer action filters available to you. Below are several common tasks and the way to solve each of them.

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Single-brand projects

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Task 1. Find customers whose first action occurred in the last month

Use the First interaction action filter and set the time period to the last month. The result is every customer whose very first recorded action — whether that was a site visit, a subscription, an order, or anything else the tracker captured — happened within the past month.

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Task 2. Find customers whose first action occurred in the current year

Same filter, but set the period to the current calendar year. You will get every customer whose first interaction with your brand happened at any point since January 1.

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Multi-brand projects

If your project covers more than one brand, you have three distinct questions you can ask. Each one uses the same First interaction filter, but combines it with brand selection in a different way.

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Task 1. Find customers whose first action across all brands occurred in the last month

Apply the First interaction filter with a “last month” date range and do not restrict by brand. The result includes every customer whose first-ever action on the project — regardless of which brand it happened in — fell inside the last month.

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Task 2. Find customers whose first action in the Test brand occurred in the current calendar month

It does not matter whether the customer had earlier actions in other brands. You are asking: “When did this customer first interact with the Test brand specifically?” To do this, add the brand “Test” to the First interaction filter and set the period to the current calendar month. Customers who interacted with another brand earlier but only reached the Test brand this month will still be included.

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Task 3. Find customers whose absolute first action happened this calendar month, and that first action was in the Test brand

This is the strictest of the three. You want customers who:
  1. Have never had any action on the project before this calendar month, and
  2. Whose very first action — the one that introduced them to the project — happened in the Test brand.
Configure the First interaction filter to look at the customer’s first action overall (not scoped to a single brand), set the period to the current calendar month, and then add the condition that this first action belongs to the Test brand. Customers whose first-ever action was in another brand are excluded, even if they later interacted with Test.

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Choosing the right task

The three multi-brand variants look similar but answer very different business questions:
You want to know…Use
Who is brand-new to the project this month?Task 1 (no brand restriction)
Who is new to a specific brand this month, even if they already knew us elsewhere?Task 2 (brand inside the filter)
Who joined the project this month through a specific brand?Task 3 (first action overall, constrained to that brand)
Picking the wrong one will silently pull in or exclude large groups of customers, so it is worth being explicit about which question you are answering before you build the segment.