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Customer Groups ​

Create and manage customer segments for targeted marketing and personalized experiences.

Overview ​

Customer groups allow you to segment your customer base and deliver tailored experiences, pricing, and promotions.

What are Customer Groups? ​

Collections of customers grouped by:

  • Purchase behavior
  • Demographics
  • Loyalty tier
  • Engagement level
  • Custom criteria

Creating Customer Groups ​

Manual Groups ​

Create groups and manually add customers:

  1. Navigate to Customers > Groups
  2. Click Create Group
  3. Enter group details:
    • Group name
    • Description
    • Color/icon (optional)
  4. Select Manual assignment
  5. Add customers individually or via bulk selection

Automatic Groups ​

Create groups with auto-assignment rules:

  1. Create new group
  2. Select Automatic assignment
  3. Define criteria (see below)
  4. Save - customers matching criteria are automatically added

Group Criteria ​

Purchase-Based ​

Total Spend:

  • Customers who spent over $X
  • Spent between $X and $Y
  • Spent less than $X

Purchase Frequency:

  • Purchased X+ times
  • Purchased in last X days
  • Haven't purchased in X days

Product Category:

  • Purchased from category X
  • Never purchased from category Y
  • Purchased X and Y together

Average Order Value:

  • AOV above $X
  • AOV below $X
  • AOV in range

Loyalty-Based ​

Tier:

  • Specific loyalty tier
  • Tier level (Bronze, Silver, Gold, etc.)
  • Recently promoted/demoted

Points:

Engagement:

  • Campaign participation
  • Rewards redeemed
  • Scans completed

Demographics ​

Location:

  • City
  • State/Province
  • ZIP/Postal code
  • Country

Age:

  • Age range
  • Over/under age X

Registration:

  • Joined in date range
  • Member for X days
  • New customers (last 30 days)

Engagement ​

Activity:

  • Last login date
  • Active in last X days
  • Inactive for X days
  • App users vs. web users

Communication:

  • Email subscribers
  • SMS opt-in
  • Push notification enabled
  • Newsletter engagement rate

Custom Criteria ​

Tags:

  • Has specific tag
  • Has any of multiple tags
  • Missing specific tag

Custom Fields:

  • Custom attribute values
  • Survey responses
  • Preferences

Combining Criteria ​

Create complex segments:

AND Logic ​

Customers must meet all criteria:

  • Tier = Gold AND
  • Location = California AND
  • Last purchase < 30 days

OR Logic ​

Customers meet any criteria:

  • Tier = Gold OR
  • Total spent > $500 OR
  • VIP tag

Nested Rules ​

Combine AND/OR logic:

  • (Tier = Gold AND Location = CA) OR (Total spent > $1000)

Managing Groups ​

Editing Groups ​

Modify existing groups:

  • Update name/description
  • Change criteria
  • Add/remove customers manually
  • Disable/enable auto-assignment

Viewing Group Members ​

See all customers in a group:

  • Total count
  • List of members
  • Member details
  • Export member list

Group Actions ​

Perform bulk actions on group:

Communication:

  • Send group email
  • Send SMS campaign
  • Push notification

Loyalty:

  • Award bonus points
  • Assign special rewards
  • Tier override

Promotions:

  • Create group-specific discount
  • Exclusive access to products
  • Early access to sales

Deleting Groups ​

Remove groups:

  • Doesn't delete customers
  • Only removes grouping
  • Can't undo - confirm carefully

Using Customer Groups ​

Targeted Marketing ​

Send relevant messages:

  • Product recommendations
  • Personalized offers
  • Re-engagement campaigns
  • Win-back campaigns

Pricing Strategies ​

Group-Specific Pricing:

  • Wholesale pricing
  • VIP discounts
  • Member-only prices

Tiered Discounts:

  • Different discount % per group
  • Volume discounts by group

Exclusive Access ​

Provide special treatment:

  • Early product access
  • Exclusive products
  • Private sales
  • Beta features
  • Special events

Promotions ​

Create targeted promotions:

  • Group-only discount codes
  • Free shipping for group
  • Buy X get Y for group
  • Bonus points multiplier

Group Examples ​

VIP Customers ​

Criteria:

  • Total spent > $1,000 OR
  • Purchase frequency > 10 orders OR
  • Loyalty tier = Platinum

Benefits:

  • 20% discount on all orders
  • Free shipping
  • Priority support
  • Exclusive products

New Customers ​

Criteria:

  • Registration date < 30 days
  • Purchase count < 2

Actions:

  • Welcome email series
  • First purchase discount
  • Onboarding content
  • Tutorial emails

At-Risk Customers ​

Criteria:

  • Last purchase > 90 days
  • Previous purchase count ≥ 3
  • Loyalty tier ≥ Silver

Actions:

  • Win-back email campaign
  • Special discount offer
  • Personalized product recommendations

Location-Based ​

Criteria:

  • State = Colorado

Uses:

  • State-specific regulations
  • Local event promotions
  • Regional product availability
  • Store-specific offers

Product Enthusiasts ​

Criteria:

  • Purchased category "Flower" ≥ 5 times
  • Product scan count > 10

Actions:

  • New strain announcements
  • Cultivation information
  • Exclusive strain access

Analytics ​

Track group performance:

Group Metrics:

  • Group size
  • Growth rate
  • Conversion rate
  • Engagement rate

Revenue:

  • Total revenue from group
  • Average order value
  • Lifetime value

Engagement:

  • Email open rates
  • Click-through rates
  • Purchase frequency
  • Loyalty participation

Best Practices ​

Segmentation Strategy ​

  • Start with broad groups
  • Refine based on data
  • Create actionable segments
  • Test different approaches

Group Naming ​

  • Use clear, descriptive names
  • Include criteria in description
  • Consistent naming convention

Regular Review ​

  • Review group criteria monthly
  • Update based on behavior
  • Remove inactive groups
  • Merge similar groups

Testing ​

  • A/B test messaging by group
  • Compare group performance
  • Iterate based on results

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