Customer Groups — Overview
You divide your customers into groups based on shared characteristics (VIP, Wholesaler, New Member...). You use these groups in campaigns, discounts…
Where to find: Left menu → Customer Groups Who it's for: Anyone who wants to do targeted marketing by dividing their customers into groups/segments In short: You divide your customers into groups based on shared characteristics (VIP, Wholesaler, New Member...). You use these groups in campaigns, discounts and price lists.
What is a customer group?
A customer group is a list/segment made up of your customers. For example:
- "VIP Customers" — those who spend a lot
- "Wholesalers" — those who buy in bulk
- "New Members" — those who signed up in the last 30 days
- "Dormant Customers" — those who haven't shopped for a long time
Once you've created these groups, you can carry out targeted actions like "send a discount only to the VIP group".
Where are groups used?
- Campaigns: A campaign specific to a particular group.
- Discount codes: Codes that only one group can use.
- Price lists: Different (e.g. wholesale) prices for a group.
- Email marketing: Segment-based email sending.
There are two group types (the most important distinction)
When creating a group you choose a type. This changes how members are determined:
| Type | How does it work? | Analogy |
|---|---|---|
| Manual | You add/remove members by hand. It is a fixed list. | A guest list you write by hand. |
| Automatic | Customers matching the rules you set automatically enter/leave the group. | A smart filter: anyone matching the rule is automatically included. |
Example:
- Manual "Dealers": You add the 12 dealers you've agreed with one by one.
- Automatic "VIP": You set the rule "everyone whose total spending is more than 1000₺"; all customers meeting this condition automatically become VIP. If someone new meets this condition they are added automatically, and if they stop meeting it they leave automatically.
Very important: The group type (Manual/Automatic) cannot be changed after the group is created. Choose the type correctly from the start.
There are two screens
- Group List: A table of all your groups + a form for creating a new group (including the rule builder). → Group List and Creating a Group
- Group Detail: The screen that opens when you go into a group, showing its statistics and members. → Customer Group Detail
Documents in this folder
| File | Content |
|---|---|
| Group List and Creating a Group | List + group creation/editing + automatic rule builder |
| Customer Group Detail | Detail: statistics, members table, adding/removing members, evaluating rules |