Segment your customers into personalised groups for better reporting, management, and targeted marketing campaigns. You can manually assign customers or automatically segment them based on 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 choose the type:
Manually Assign Customers: Select customers manually.
Revenue Rule: Automatically assign customers based on revenue thresholds (e.g., customers who have spent over $1000).
Choose a colour to personalise the group.
Press Submit to save your changes.
📨 Pro tip: Use these groups to send targeted marketing campaigns. For example, easily 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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