Customer Groups

Customer Groups

Customer Groups

Customer Groups can be used to group Customer records together, for example to apply certain offers to particular groups.

Adding a Customer Group

  1. Click Customers & Identifiers on the Side Menu
  2. Click Customer Groups
    1. The Customer Groups list will be loaded, with the list function buttons appearing above the list in the top right hand corner of the Customer Groups page
  3. Click Add (+)
  4. Enter a name for the Customer Group
  5. Click Save

Editing an existing Customer Group

  1. Click Customers & Identifiers on the Side Menu
  2. Click Customer Groups
    1. The Customer Groups list will be loaded, with the list function buttons appearing above the list in the top right hand corner of the Customer Groups page
  3. Double-click the Customer Group you want to edit
  4. Click Save

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