2 Customer Groups

Customer Groups page is a place where you can create a group of customers based on the customer properties. Customer properties can be used for any data, such as website, interest, address, etc. Before getting started, here are a few things to know:

• You need to fill the value of customer properties in your customer information
• You can only have customers in a group of up to 10000 members. You can contact us to have more than 10000 members in one group.
• There is no limit to the number of group creation,
• The conditions (OR/AND) in the filter group apply to all customer properties. You can use filters for up to 5 customer properties,
• You can set the filter based on channel, customer properties, OR/AND source.

Create Customer Group

You can create customer group with the following steps:

1. Click the Groups tab,

2. Click Create Group button,

3. You can choose one of two methods to create a customer group.

• Using the checkbox to the left of the customer list
  • Select the customers you want to be in a group,

• You will get a notification about how many customers have been selected,

• Click Create Group button,

• Fill in the Group Name and the Descriptions, and click the Create button.

• Using the Filter button
  • Click the Filter button,

• Select the filter condition. You can set the filter based on channel, customer properties, OR/AND source. Click the Apply button,

• Click Group All Result Filter button,

• Fill in the Group Name and the Descriptions, and click the Create button.

View and Edit Customer Group Information

1. Select a Customer Group,

2. Click the kebab button (three vertical dots), and click the Group Information,

3. Edit the Group Information, and click the Save button.

Add Member of Customer Group

1. Select a Customer Group,

2. Click the kebab button (three vertical dots), and click the Add Customers,

3. You can choose one of two methods to add members to an existing group.
   • Using the checkbox to the left of the customer list
     • Select the customers you want to add to a group,

• You will get a notification about the number of customers in the group and how many customers have been selected,

• Click Add to Add to Existing Group button.

You can click the checkbox at the top to select all the customers on a given page.

• Using the Filter button
  • Click the Filter button,

• Select the filter condition. You can set the filter based on channel, customer properties, OR/AND source. Click the Apply button,

• Click Add All Result Filter button.

Remove Member of Customer Group

1. Select a Customer Group,

2. Click the kebab button (three vertical dots), and click the Remove Customer button,

3. Select the customers, and click the Remove Customer button.

Delete Customer Group

1. Select a Customer Group,

2. Click the kebab button (three vertical dots), and click the Delete Group button,

3. Click the Delete Group button in the Delete Group Confirmation pop up.

Send Broadcast Message to A Group

1. Select a Customer Group,

2. Click Send Broadcast button,

3. You will be redirected to Outbound Message page,

4. Follow these steps in Broadcast Template Message with Customer Group.

Broadcast Template Message with customer groups is currently only available for Enterprise