Creating Customer Groups

Creating and managing customer groups allows you to tailor their strategies and communications based on different customer segments.

To create an customer group, go to: Menu > Admin > Customer > Customer Group

In the Customer Group module, enter the name of the customer group and click on "Save" to create the customer group.

All the customer groups created in the system will be listed in the Customer Group Centre.

Assigning Customer Group

After creating a customer group, the next step is to assign it to your customers. Follow these steps to efficiently categorize your customers into their respective groups.

1. Open the desired customer profile you wish to assign to a group.

2. Go to the "Other Info" tab within the customer's profile.

3. From the "Customer Group" dropdown, select the customer group.

   
4. Click "Save" or "Update" to finalize the assignment of the customer to the selected group.