[Coming Soon] Customer Group Management

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SHOPLINE "Customer Group" feature will allow you to use a variety of filters to segment your audience accurately. You can also export relevant reports of specific customer groups so that you can formulate the best marketing strategies and promotional activities for this customer group.

This article will be covering the following:  

 

Please confirm that the customer group has been successfully created first. If the setting has not been completed, please refer to the following articles:

 

1. Customer group management

After successfully creating a customer group, the "Customer Group" page will show the Group name, Creation time, and Count of people.

*Note: For created customer groups, the number count will no longer be updated.

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Click the drop-down button next to View. In the menu, you can delete the customer group by clicking Delete.

*Note: You cannot restore a deleted customer group.

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2. Create promotions for customer group

Click the Actions button on the right to Add Credits, Add Points and Send Broadcast messages to this customer group.

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*Note:

  • The validity period of a customer group is 180 days. The system does not support creating campaigns for customer groups that have expired. When a customer group expires, there will be an "expired" sign on the right side, and the Actions button will disappear. CGM_EN_6.png
  • If any customer in this group is deleted, credits/points will still be issued to the deleted customer, but no related notifications will be sent. 
  • After the launch of this feature, you can still bulk assign credits/points on the customer list page.

 

A. Add credits

Complete the following field settings and click Send to add credit for customers.

  • Credits to be added for each customer: Enter the credit amount to be added to each customer in this customer group.
  • Validity Period: It can also be set to "never expires". 
  • Reason for adding credits
  • Notification: Check ​​for the method by which you would like to send the "Assign Store Credit Notification". You will see the number of customers to be reached by the option you select. 
    • Send Email: Send to customers who filled in their email in this customer group.
    • Send SMS: Send to customers who filled in their phone numbers in this customer group. 

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B. Add points

Complete the following settings and click Send to add credit for customers.

  • Points to be added for each customer: Enter the point amount to be added to each customer in this customer group.
  • Reason for adding points
  • Notification: Check ​​for the method by which you would like to send the "Assign Member Points Notifications". You will see the number of customers to be reached by the option you select.
    • Send Email: Send to customers who filled in their email in this customer group.
    • Send SMS: Send to customers who filled in their phone numbers in this customer group. 

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C. Send broadcast messages

Select a type of broadcast message. You can broadcast through Email, SMS, Facebook Messenger, or LINE.

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Take SMS broadcast for example. Click Send SMS Broadcast and you will be redirected to the SMS content editing page. Set Message Title, Message Content, and Message Time for this message.

*Note:

  • Message Time can be preset. Even if the Preset Time is later than the expiration date (180 days from created date) of the customer group, the system will still broadcast this message.
  • After you create a message with Preset Time, if you delete the target customer group but do not delete the broadcast message, the system will still send the message to the deleted customer group on the Preset Time.

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Click the Set Target Group tab. Under the Select Customer Group field, the system will automatically select the customer group for which you just created a broadcast message. Furthermore, you can also customize options for Accept Marketing Setting. 

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After all the settings above, the page will show how many users this message will be delivered to.  Click on the Send button to send the message.

*Click here to learn more about sending broadcast messages.

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3. Export customer group report 

Click the drop-down button next to "View", and click Export Report

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The relevant data of all customers in this customer group can be exported. 

*Note: 

  • If any customer in this group is deleted, the exported report will not include the deleted customer data.
  • Exported report fields are all the fields that can be selected when exporting a customer report on the [Customer Management ] > [Customers] page.
  • The "Optional Export Fields" feature is not currently supported.

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