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 a color is selected, you can enable Highlight in POS.
Press Submit to save your changes.
Highlight in POS
When enabled, color badges will appear on both the New Order page and in the CRM, making groups easily identifiable.
New Order Page: Example of how badges look on orders.
CRM Page: Example of how badges look in the CRM.
🪄 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.
🛟 Need more help?
Explore our Help Center articles for answers. Contact us for further assistance.