Add & Edit Groups


Customer Groups allow you to organize your customers based on a unifying theme or characteristic.  You can do this simply for the sake of a having a better organized list, but you will most likely create Groups in order to give a selective group of customers use of tailored promotions/coupons.  For example, if you want your employees to have a discount, then create a group called Employees, add them to this group, and create a promotion that applies only to this group.

Add & Edit Customer Groups:

1

Click Customers tab along the top, followed by the Groups submenu option.

2

To add a new customer group, click Add new group on the right side, enter group name, and click Save.

3

To  edit the group name or make it inactive, hover your mouse over the appropriate group and click its edit link (click delete to delete the group).  Click Save.

4

To manually add a new customer, click Add new customer on the right side, enter his/her information, and click Save.