2.0 Control panel. Users. Customers. Customer groups. Creating a group of customers
Customer groups allow you to create samples of users using their phone numbers. After that, you can create push-mails, separate promo campaigns or cashback accruals/debits, etc. for each individual group.
Importantly! The client group is formed only from users who are already in the system. If a number is not added, you must first create a user for it, and then add it to the Client Group.
Each list item contains:
Name. User group name.
Type. Sample type.
Number of users. Number of users in the selected group.
Edit button. Clicking on the button opens the user group editing page.
Importantly! Customer groups are not deleted. But numbers from the Group can be removed if necessary if the number is small. If there are many numbers, you can simply create another group, and rename the old one and not use it, for example.
To add a new group, click Create.
On the page, enter the group name and customer numbers in the Title and Customer Phone Numbers fields, respectively, and click Save.
Each phone number must contain the country code and be entered on a separate line.
Example
380980000000
To edit a customer group, click the edit button next to the group you want.
During editing, the Customers tab becomes available, where users can be added and deleted.
Create. Allows you to add new customers to the selected group.
Below is a list of all the group's clients. Each element contains:
Name. The name of the client, when clicked, the editing page will open.
Phone. Contact phone number of the client.
Delete button. Permanently removes the client from the group.
Note: Adding and removing clients from a group is only possible in the Clients tab.
When editing, the Cashback tab becomes available, in which additional settings of cashback parameters take place, in which you can accrue and write off cashback to certain groups of customers.
Type of application
Set the absolute value - the amount of the actual cashback balance of each client of the group will be replaced with a new one.
Relative to available balance - the cashback amount will be added or deducted relative to the available cashback balance of each customer in the group.
Amount of cashback. Specify a number with the value "-" if you want to withdraw cashback.
Comment A field in which to enter a comment or any information regarding the reasons for debiting and accruing cashback to certain groups.
Learn more about setting up this tab in the article at the link.
Link to this article: here.
Importantly! The client group is formed only from users who are already in the system. If a number is not added, you must first create a user for it, and then add it to the Client Group.
Management of customer groups
Each list item contains:
Name. User group name.
Type. Sample type.
Number of users. Number of users in the selected group.
Edit button. Clicking on the button opens the user group editing page.
Importantly! Customer groups are not deleted. But numbers from the Group can be removed if necessary if the number is small. If there are many numbers, you can simply create another group, and rename the old one and not use it, for example.
Adding a new customer group
To add a new group, click Create.
On the page, enter the group name and customer numbers in the Title and Customer Phone Numbers fields, respectively, and click Save.
Each phone number must contain the country code and be entered on a separate line.
Example
380980000000
Editing a customer group
To edit a customer group, click the edit button next to the group you want.
During editing, the Customers tab becomes available, where users can be added and deleted.
Create. Allows you to add new customers to the selected group.
Below is a list of all the group's clients. Each element contains:
Name. The name of the client, when clicked, the editing page will open.
Phone. Contact phone number of the client.
Delete button. Permanently removes the client from the group.
Note: Adding and removing clients from a group is only possible in the Clients tab.
When editing, the Cashback tab becomes available, in which additional settings of cashback parameters take place, in which you can accrue and write off cashback to certain groups of customers.
Available settings
Type of application
Set the absolute value - the amount of the actual cashback balance of each client of the group will be replaced with a new one.
Relative to available balance - the cashback amount will be added or deducted relative to the available cashback balance of each customer in the group.
Amount of cashback. Specify a number with the value "-" if you want to withdraw cashback.
Comment A field in which to enter a comment or any information regarding the reasons for debiting and accruing cashback to certain groups.
Learn more about setting up this tab in the article at the link.
Link to this article: here.
Updated on: 11/04/2024
Thank you!