Creating “customer groups” allows you to assign certain actions or bonuses just to certain customers.
Customer Groups can be used
- Because NGU wanted an easy way to analyze and evaluate the sales based on the customers' groups (tags). .
- Customer groups can be used to pilot some changes (new processes).
- Customer groups can be used in researches.
- It can be used in A/B testing.
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CRM > CRM Groups Maintenance > Create
Creating a new Customer Group
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- By customer: assigning individual customers to a group. Only these customers will eligible for the action
- By shop: all customers for that shop—both existing and future—will automatically be members of that group.
By Customer
- Type the name of the customer group
- In the Group Type, select Customer
- Click on Add an item, to a new or existing customer
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- Add the Name of the selected Shop
- Choose the group type to be "Shop"
- Click add an Item
- Choose
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- the Shop
- Click Select
Click “save and close.”
Now all current and future customers from that shop will automatically be added to the group