In this article you’ll learn about Customer Groups. We’ll guide you through creating, editing and deleting Customer Groups. You’ll also find information on how Customer Groups are displayed in the Sales and Scanning Interfaces.
What are Customer Groups?
Customer Groups visually indicate groups of Customers in the Sales Interface or Scanning Interface.
You can also 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.
If a Customer meets the criteria to be in a Customer Group, you’ll see this in the Sales Interface when searching for their Customer Record.
Customer Groups are displayed in the Sales and Scanning Interfaces. If you use the Opportunities Interface, Customer Groups are also displayed on Customers in the People Dashboard in a similar way to the Sales Interface. Customers will not be able to see Customer Group information online.
TIP: Customer Groups are not used for Customer Eligibility.
How to set up Customer Groups
TIP: To set up 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 set up Customer Groups, follow these steps:
- In the Admin Interface, click Customers > Customer Groups:
- If you have any existing Customer Groups, you’ll see a list here. Click Add to create a new Customer Group:
- You’ll see a New Customer Group screen and a Basic details tab:
On the Basic details tab, complete the following information:
- Name: The name of the Customer Group. This will be displayed in the Sales and Settings Interfaces.
- Description: Add a description of the Customer Group. The description will not be displayed in the Sales or Scanning Interface.
- 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.
- 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.
- Visible in scanner: 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 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:
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 Members Customer Group appears first and the Staff Customer Group appears second:
To learn how to change the order in which Customer Groups appear, go to How to change the order of Customer Groups.
REMINDER: If you use the Opportunities Interface, Customer Groups will also be displayed on Customers in the People Dashboard in a similar way to the Sales Interface.
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.
- In the Admin Interface, click Customers > Customer Groups:
- Click the yellow 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:
- In the Admin Interface, click Customers > Customer Groups:
- Click the pencil icon next to the Customer Group you want to edit:
- You’ll see the Edit Customer Groups screen. Click Edit:
- Make any changes in the Basic details tab and click Save:
- 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:
- In the Admin Interface, click Customers > Customer Groups:
- Click the red circle with a white x 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.