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Customer Group Promotions

Customer groups can be built using Saved Searches so that groups can be used in the Deal Manager for promotions targeted for that group, i.e., $500 Club Members. Once created, a Customer Group is available within the Deal Manager under the Customers(All) link when selecting customer criteria.

 

Follow the steps below to create Customer Group and apply that group to a promotion.

 

Step

Action

1

Go to Order Processing > Customer Group Manager.

2

Click on the Create New Customer Group button and enter a label for the group. This is the label that will appear in the Deal Manager.

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3

Click on the Customers tab to build criteria for filtering customers.

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4

Click the Customer Search Criteria to build customer query.

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5

Click on the data criteria for each type that you want to filter customers on.

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6

Enter criteria variables.

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7

Click on Add Customer Who Matched… to save the list.

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notes.gifNote: The list is static so additional customers who match the criteria, need to be added manually by clicking this button again in order to be included in the list.

8

Go to Deal Manager and create the promotion.

9

Within the new promotion, click the Customer(All) list link.

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10

Select the Customer Group you created from the drop-down list and click on Add Customer Group.

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11

The list of group members is populated in the Included list for the promotion.

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12

Manually remove any unwanted names by clicking on the X icon of that line.

 

 

 

 

 

 

 

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