How to create customer groups

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 or Portfolio Manager

This 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

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:​

1. By customer: assigning individual customers to a group. Only these customers will eligible for the action​
2. 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

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.​

Filter customers using customer groups​

CRM > Advanced search > Application

Importing a customer group​

CRM > Customer Groups > Import Customers into CRM… > Click on Select > Click on Import  > Browse for the created csv file > Click on Import

 click OK

Verify the imported customer group​

This is how the imported 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

By Shop

CRM > CRM Groups Maintenance > Create

• Add the Name of the selected Shop
• Choose the group type to be "Shop"
• Click add an Item

• Choose the Shop
• Click Select

Click “save and close.” 

​

Now all current and future customers from that shop will automatically be added to the group