Criteria Groups

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 work by gathering together customers based on shared information or characteristics. For example, you can group together customers based on the Memberships, Tags or Attributes they have in common. 

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

• Priority Booking
• Offers
• Customer Groups
• Lock Type Eligibility
• Waiving Commissions
• Donations in the Basket/Cart
• Pre and Post Show Emails

By combining sets of criteria into a single group you can make it easier to work with multiple layers of criteria.

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.

How to set up Criteria Groups

Before you create Criteria Groups, you should decide on the criteria you’ll set in the Criteria Group.

Criteria you can use in Criteria Groups:

• Tags
• Attributes
• Memberships
• Ticket Subscriptions
• Promotion Codes
• Fixed Series Subscriptions
• Contact Preferences

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. In the Admin Interface, go to Customers > Criteria Groups:
   

   
   

2. You’ll see a list of any existing Criteria Groups set up. Click Add:
   

   
   

3. In the Add Criteria Group screen, enter a clear and descriptive Name (required). Add an optional Description which lets other users in your organisation know what this Criteria Group contains:
   

   
   

Once you’ve entered a Name and Description , you’ll need to add criteria. You can combine criteria using the AND, OR and NOT rules.

• The AND Rule

  The AND rule means customers who fall into both or all of the criteria within the same dotted area will be included.

  In the image below, customers will be included in the Criteria Group if they hold a Gold Membership AND have Agreed to email:

  

• The OR Rule

  The OR rule means your criteria will include customers who fall into one of the criteria OR the other.

  After you add more than one criteria into the Drop criteria here box, you’ll see the OR rule.

  In the image below, customers will be included in the Criteria Group if they hold a Gold Membership OR Friend Membership:

  

   

• The NOT Rule

  Once you have selected your criteria, you'll also see a NOT check box appear against it:

  

  Check the NOT box to include everyone who does not meet the criteria.

  In the image below, customers will be included in the Criteria Group if they hold a Gold Membership AND are NOT a Regular Booker:

  

Adding Criteria to a Criteria Group

To add criteria to a Criteria Group, follow these steps:

1. Select the criteria you want to use. In this example we’re using Memberships:
   

   
   

    

2. Within your criteria, select the Memberships you want to include. Drag the first membership into the Drop criteria here box:
   

   
   

    

3. You’ll see the Membership has been added as criteria:
   

   
   

    

4. Repeat this process for each Membership or criteria you’re using. You’ll notice that each Membership will be added with an OR statement. In the image below the Criteria Group is looking for anyone with a Silver Membership OR Premium Membership:
   

   
   

    

5. Click Add to add the Criteria Group:
   

   
   

How to use Criteria Groups

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

• Priority Booking
• Offers
• Customer Groups
• Lock Type Eligibility
• Waiving Commissions
• Donations in the Basket/Cart
• Pre and Post Show Emails

In the image below, we’re adding the All Members Criteria Group as the eligibility for the Offer, 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.

Further Reading

To learn more about using customer data, go to the Understand your customers section of the support Centre.