Creating “customer groups” allows you to assign certain actions or bonuses just to certain customers.
For example, you could create a group called “Super Bonus”, include 15 customers in that group,
add that customer group to the “Super Bonus” bundle and only those 15 customers would be eligible for that bonus.
You can create groups in two ways:
- By customer: assigning individual customers to a group. Only these customers will eligible for the bonus or action
- By shop: all customers for that shop—both existing and future—will automatically be members of that group.
Customer Groups can be used 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.
- Can It can be used in A/B testing.
As for this Documentation we Documentation, we will use RWACOF as an example
Customer Groups can only be created by CSCC Manager.
This Process process will involve
- Create customer groups
- Assign customers to groups (one group or more)
- Filter customers by group
- Import customers to a customer group
- Add an already created customer to a group
...
CRM > CRM Groups Maintenance > Create
Creating a new Customer Group
- Type the name of the customer group
- In the Group Type, select Customer
- Click on Add an item, to a new or existing customer
...
This is how the imported csv CSV file looks like.
Ability to assign a customer to multiple groups
...
- Customer groups are visible in the customer’s Personal Information
- It’s possible to assign one customer to more than one customer group
...