Customer groups

A group is a list of customers you pick yourself, for example VIP customers or wholesale buyers. Use it to filter the customer list or to send a push notification to only those people.

Create a group

1. Open Groups

   On Customers › Customers, select Groups at the top.

2. Start a new group

   Select New group. With no groups yet, the button reads Create your first group.

3. Name it

   Type a Group name. Only you see this name. Select Create group.

Add customers to a group

1. Open the customer's groups

   On the customers list, select the groups icon on the customer's card. A window titled Groups for and the customer's name opens.

2. Tick the groups

   Tick each group the customer belongs to. Each tick is saved at once. Untick to remove.

3. Finish

   Select Done. Manage groups in the same window opens the groups page.

Use a group

Each group card shows how many customers are in it and these actions:

Action	Does
Members	Opens the customers list filtered to this group
Send offer	Opens a new push notification with this group as the audience. Shown when the group has members
Pencil	Renames the group. Renaming keeps everyone in it
Bin	Deletes the group after you confirm. The customers stay as customers

You can also choose a group in the filter on the customers list, under Customer Groups.

Groups managed for you

A group saved from the Customer lifecycle report shows "Managed by Customer lifecycle; manual changes are replaced on refresh." Its members are kept up to date automatically, so do not edit them by hand.