Creating “customer groups” allows you to assign certain actions 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.

As for this Documentation, we will use RWACOF as an example

Customer Groups can only be created by CSCC Manager.

This process will involve :

Browsing to Customer Groups

CRM > Customer Groups > CRM Groups Maintenance

CRM > CRM Groups Maintenance > Create

Creating a new Customer Group

You can create groups in two ways:

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

Assigning the customer to the Customer Group

You can search or filter (for existing customers)
You can select from the list of existing customers
If you selected the existing customers you can click on Select to apply your selection
After assigning the customer to the right group, click on Save.

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