Segmenting customers into personalized groups in CleanCloud allows for better reporting, management, and more effective marketing campaigns. You can assign customers manually or automatically segment them based on their revenue.
How to Create a Customer Group
Go to Settings → Admin → Payments & Finances → Customer Groups.
Click Add Group in the top right corner.
Enter a name and select the type of group:
Manually Assign Customers: Select customers manually.
Revenue Rule: Automatically segment customers based on revenue thresholds (e.g., customers who have spent over $1000).
Choose a color to personalize the group.
If you select a color, enable Highlight in POS. This helps to quickly identify different customer groups when managing orders in the POS.
Press Submit to save your changes.
Highlight in POS
When enabled from either the Customer Groups or Business Accounts settings, color badges will appear on both the New Order page and in the CRM, making groups easily identifiable.
🏷️ This is how badges look on orders and on the customer CRM page.
🪄 Pro Tip: Use customer groups for targeted marketing campaigns. For example, send promo codes to your Gold customers. Learn more in our guide on How to Send Marketing Campaigns with Automated Marketing Rules.
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