Customer Groups group together Customers based on similar characteristics. They also add a visually indicator on their Customer Record in the Sales Interface, Scanning Interface and Opportunities Interface to flag they belong to the group.
Setting up and managing Customer Groups takes place in the Admin Interface.
| User Permissions | General Administrator User Role |
What are Customer Groups?
Customer Groups group together Customers based on Customer Criteria, such as active subscriptions, tags, and Customer Attributes.
They also add a visually indicator on their Customer Record in the Sales Interface, Scanning Interface and Opportunities Interface to flag they belong to the group:
In the Sales Interface:
In the Scanning Interface:
In the Opportunities Interface:
You can use Customer Groups as a prompt, for example:
- To identify Members eligible for certain benefits. For example, to let front of house staff know to offer a free programme.
- To highlight Customers with Accessibility requirements so front of house staff can offer assistance.
- To identify Customers who haven’t provided an email address. You can use Customer Groups to remind box office staff to ask the Customer for an email address.
Customer Groups are for internal use, and customers will not be able to see Customer Group information online.
Customer Groups are not used for Customer Eligibility.
How do I set up Customer Groups?
To set up Customer Groups, follow these steps:
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Go to Admin Interface > Customers > Customer Groups. You'll see a list of all your Customer Groups:
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Click Add to create a new Customer Group
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You’ll see a New Customer Group screen and a Basic details tab:
On the Basic details tab, complete the following information:
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Name: The name of the Customer Group. This will be displayed.
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Description: Add a description of the Customer Group. The description will not be displayed.
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Colour: The colour of the Customer Group. In the Sales Interface, a border with this colour appears around the Customer in the search in the Sales Interface. In the Scanning Interface, a dot in this colour appears under the Customer’s Name. In the Opportunities Interface, the name of the group appears on a label with the colour.
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Blink: Check this option if you want the border to flash. The border will appear around any Customers in the group when displayed in the Sales Interface.
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Visible in Scanning Interface: Check this option if you want to display the Customer Group in the Scanning Interface.
Click Next to go to the Customer criteria tab. In the Customer criteria tab you can specify the criteria a Customer must meet for them to be included in the Customer Group:
To learn how to add Eligibility Criteria, including combining multiple criteria, read our article on Customer Eligibility.
Customer Groups in the Sales Interface
When searching for a Customer in the Sales Interface, any Customers in a Customer Group will be displayed with a coloured border and a tab with the Customer Group name:
If a Customer is in more than one Customer Group, you’ll see each Customer Group as a tab, with the highest priority Customer Group first. In this example the Donor Group appears first and the VIP $500+ appears second:
To learn how to change the order in which Customer Groups appear, go to How to change the order of Customer Groups.
Customer Groups in the Scanning Interface
If your Customer Group has the Visible in scanners option checked, it will be displayed in the Scanning Interface.
The Customer Group name and dot will be displayed underneath the Customer’s name. If the Customer is in multiple Customer Groups, each group will be displayed in order of priority:
To learn how to change the order in which Customer Groups appear, go to How to change the order of Customer Groups.
How to change the order of Customer Groups
To change the order in which Customer Groups are displayed in the Sales and Scanning Interface, follow these steps:
REMINDER: To change these settings you’ll need the General Administrator Role on your User Account. If you don’t have this, ask the administrator in your organisation.
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Go to the Admin Interface > Customers > Customer Groups
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Click the arrows to change the order in which Customer Groups are displayed in the Sales and Scanning Interfaces:
Editing a Customer Group
To make any changes to a Customer Group, follow these steps:
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Go to the Admin Interface > Customers > Customer Groups.
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Click Edit next to the Customer Group you want to edit.
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You’ll see the Edit Customer Groups screen. Click Edit:
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Make any changes in the Basic details tab and click Save.
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Click on Customer criteria tab if you want to change the eligibility criteria for that group. Click Edit:
To learn how to remove Criteria read How to remove Criteria. To learn more about Eligibility Criteria, including how to add Criteria, read our full article on Customer Eligibility.
Once you’ve added your criteria, click Save and then click Close.
Deleting a Customer Group
REMINDER: To delete Customer Groups you’ll need the General Administrator Role on your User Account. If you don’t have this, ask the administrator in your organisation.
To delete a Customer Group, follow these steps:
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In the Admin Interface, click Customers > Customer Groups
- Click Delete next to the Customer Group
TIP: Deleting a Customer Group does not delete any Customer Data. To reinstate the Customer Group, create a Customer Group with the same criteria and any eligible Customers will be automatically placed in that group.
This article should give you the information you need to understand Customer Groups. To learn more about your Customers, visit Understand your Customers on the Support Centre.