Customer Groups

You can get to this part of the system when you first log in by clicking POS in the blue Admin Toolbar, then clicking Customers. You can also access this module by clicking Website > Customers (this opens the same module).

Working with Customer Groups

You can create as many Customer Groups as you might need, and these groups can be used for targeted Email Marketing or in our Filters module to search for very specific customer groupings. To create a new Customer Group, in the blue Admin Toolbar, click on POS > Customer Groups, then click the New Customer Group button. Enter the Title of your group, then click Submit to save the new Customer Group. To learn more about working with Filters, click here.

To Add Customers to one of your Groups, click on its Title in the list, then click the Bulk Add Customers button. You can copy and paste customer Email Addresses or Customer IDs into the box, or enter each manually. Make sure each address is complete and has no spaces anywhere in the line. Each email address must already be associated with a Customer that is saved in your system in order to be added to the Group. Click the Submit button at the bottom of the panel to add the Customers to the group. If you need to access your list of Customer IDs and email addresses, go to POS > Customers > Bulk and click the button to Download Customers and you can work with that data in the spreadsheet.