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2.0 Users. Customers. Customer groups. Creating customer groups

User groups allow you to create selections of customers using their phone numbers. After that, you can create push mailings or separate promotional campaigns for each individual group.

Important! A customer group is formed only from users who already exist in the system. If a number is not added, it must first create a user and then add it to the Customer Group.

Each element of the list contains:

Name. The name of the Customer group.
Type. Type of sample.
Users count. The number of Customers in the selected group.
Edit button. Clicking the button opens the Customer groups editing page.

Important! Customer groups cannot be deleted. However, you can delete numbers from a Group if you need to, if there is a small number of them. If there are a lot of numbers, you can simply create another group, and rename the old one and not use it.

To add a new group, click "Create".

On the page that appears, enter the group name and Customer numbers in the Title and Customers phone numbers fields, respectively, and click Save.

Each phone number must contain a country code and be on a separate line.

** Example **

380980000000

Edit a Customer group

To edit a Customer group, click on the edit button next to the group you need to edit.

When editing, the "Customers" tab becomes available, in which users are added and removed.

Create. Allows you to add new Customers to the selected group.

Below is a list of all users in the group. Each element contains:

Name. The name of the Customer. The page for editing the Customer will be opened if you click on it.
Phone. Customer's phone number.
Delete button. Permanently removes the Customer from the group.

Note: Adding and removing Customers from a group is possible only in the "Customers" tab.

Cashback tab

When editing, the Cashback tab becomes available, where you can further configure the cashback parameters, where you can credit and debit cashback to certain groups of Customers.

Available settings

Apply type.
Relative to available balance - the cashback amount will be added or deducted relative to the available cashback balance of each user in the group.
Set the absolute value - the amount of the existing cashback balance of each user in the group will be replaced with a new one.
Cashback amount. Enter a number with the value "-" if you want to subtract the cashback.
Comment. A field where you can enter a comment or any information regarding the reasons for debiting and crediting cashback to certain groups.

Read more about setting up this tab in the article here.

Link to this article: here

Updated on: 29/03/2024

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