Customer groups

Customer groups

Customer groups are collections of customers that you group based on shared features, such as purchase history, interest, location, or customer type (for example, "wholesale", "VIP customers", "newsletter readers").
By segmenting customers, you can approach them more specifically, show relevant offers and communicate more efficiently.

Creating customer groups

1. In the menu on the left, click Customer groups.
2. Click the New button at the top right.
3. Enter the group name and group description.
4. Click the Create button.


Edit customer group

1. In the menu on the left, click Customer groups.
2. Find the relevant customer group.
3. Click on the edit icon behind the customer group.
4. Change the group name or group description.
4. Click the Update button.


Delete customer group

1. In the menu on the left, click Customer groups.
2. Find the relevant customer group.
3. Click the delete icon behind the customer group.
4. Click the Delete group option.
5. Wait a while until you see the notification that the group has been deleted.


Add customer to a customer group

1. In the menu on the left, click Customers.
2. Find the customer in question.
3. Click the View button behind the relevant customer.
4. Click the Edit button at the top.
5. Select the desired customer group.
6. Click Save at the top.


Which customers are in a specific customer group?

Do you want an overview of the customers in a specific customer group? Take the following steps:

1. In the menu on the left, click Customers.
2. Click the filter icon behind the search bar.
3. Select the desired customer group.
4. Click the Search button.

The overview is now shown. By clicking the Download button on the right, you can export this specific overview.

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