Segmenting customers into personalized groups in CleanCloud allows for better reporting, improved order management, and more effective marketing campaigns. You can assign customers manually or set up automated segmentation based on revenue.
Creating a Customer Group
Follow these steps to create a new customer group:
Go to Settings → Admin → Payments & Finances → Customer Groups.
Click "Add Group" in the top-right corner.
Enter a Group Name and select the type:
Manually Assign Customers: Select customers individually.
Revenue Rule: Automatically segment customers based on spending (e.g., customers who have spent over $1,000).
Choose a color to visually identify the group.
Enable "Highlight in POS" (optional) to display color-coded badges on the New Order page and in the CRM.
Click Submit to save the group.
Highlighting Customer Groups in the POS
When enabled, group colors will appear:
On the New Order Page: Making it easier for staff to identify customer groups.
In the CRM Profile: Providing quick insights into a customer’s assigned group.
🏷 Example: A VIP customer might have a black badge, making them easily recognizable.
Using Customer Groups for Marketing
Use customer groups for targeted promotions. For example:
Send special offers to VIP customers.
Offer loyalty discounts to high-spending customers.
Send automated marketing campaigns based on group segmentation.
🪄 Tip: Learn how to create and manage automated marketing campaigns in CleanCloud to boost customer engagement with personalized outreach.
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