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Criteria Groups

Jessica Abejar
Jessica Abejar
  • Updated

Criteria Groups let you preset Customer Criteria that you may use often across different features. For example, when adding Customer eligibility to an Offer, you can use a single Criteria Group containing all Memberships instead of having to add each Membership individually. You can then use this Criteria Group in other features, including Priority Booking, Customer Groups, Lock Type Eligibility and Pre- and Post-Event Emails.

In this article, we’ll explain how to set up and add Criteria to a Criteria Group. You’ll also find information on how to use Criteria Groups as Customer eligibility.

 

What are Criteria Groups?

Criteria Groups save regularly used Customer Criteria based on shared information or characteristics, such as Memberships, Tags or Attributes. 

Once you’ve set up Criteria Groups, you can use them as eligibility for:

 

How to set up Criteria Groups

Criteria Groups are set up in the same way as Customer Eligibility is set up in other features.

Criteria you can use in Criteria Groups:

To learn more about eligibility criteria, read the What criteria can I use for Customer Eligibility section of the Customer Eligibility article.

TIP: To set up Criteria Groups in the Admin Interface, you’ll need the General Administrator Role. If you don’t have this Role, ask the Settings Administrator in your organisation to add this Role to your User Account.

To set up Criteria Groups, follow these steps:

  1. Go to Admin Interface, > Customers > Criteria Groups. You'll see a list of all active Criteria Groups in your system. To see inactive Criteria Groups, click Inactive.

     

  2. Create a new Criteria Group by clicking Add.

     

  3. In the Add Criteria Group screen, enter a clear and descriptive Name (required). You can also add an optional Description:

     

Once you’ve entered a Name and Description, add your criteria. For in-depth information on how to add Customer Criteria, what Criteria you can use and how to combine criteria, read Customer Eligibility. 

 

How to use Criteria Groups

Once you’ve set up Criteria Groups, you can use them as eligibility for:

In the image below, we’re adding the All Members Criteria Group as the eligibility for the Priority Booking, instead of adding each Membership separately:

To learn more about Customer Eligibility and where you can use Criteria Groups as eligibility criteria, read our Customer Eligibility article.