SHOPLINE's "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 cover 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:
- Create Customer Group
- Create Customer Group - General Filter
- Create Customer Group - Smart RFIM Grouping
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.
In the menu, you can delete the customer group by clicking Delete.
*Note:
- The customer group cannot be restored once deleted.
- When deleting the customer group, the customer group along with all the lists under the group will be deleted as well.
Click "View List" to view the related information of this customer group and perform the following action:
1. You can view the filter conditions for this customer group.
2. You can manually update the grouping and adjust the grouping update method in real time.
*Note:
- If you adjust the auto-update cycle, the date of modification will be used as the start date of the new cycle.
As demonstrated in the following examples:
-
When creating a group on 1 July, set the auto update cycle list to 7 days (the cycle start date will be 1 July)
- The first list of the group will be generated on 8 July.
- When the cycle is revised to 15 days on 10 July (cycle start date will be adjusted to 10 July)
- The second list of the group will be generated on 24 July.
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- A customer group supports manually updating the list only once per day.
- A manual update cannot be performed on the day the group is created.
- If the group list has been successfully regenerated on the same day, even if the list is subsequently deleted, it cannot be manually updated again on the same day. If the update fails or the loading time is taking too long during the manual update, you can manually update it after deleting it.
3. You can also view the created time, count, and data analysis of each group list, and perform the following actions, such as exporting reports, deleting lists, and other actions.
*Note:
- The name of the newly-added list will be based on the name you originally set when the group was created along with "-2", "-3"...
- Due to system limitations, the first list matched when creating a group cannot be deleted.
- For how to create promotions and export report, please refer to the following explanation.
2. Create promotions for customer group
Click the Actions button on the right to add store credits, add member points and send broadcast messages to this customer group.
If more than one list has been updated for this customer group, you can choose which customer in the list to create a promotion for.
*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.
- If any customer in this group is deleted, credits/points will still be assigned 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.
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.
C. Send broadcast messages
Select a type of broadcast message. You can broadcast through Email, SMS, Facebook Messenger, or LINE.
Take sending SMS broadcasts as an 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 a 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.
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.
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.
3. Export customer group report
Click the "View list" button on the right of the customer group, then click the View drop-down menu and select "Export Report". If the customer group has already updated several customer lists, you can select the list in which you like like to export a report for.
You can select which fields to export and click Export Report.
*Note: If any customer in this group is deleted, the exported report will not include the deleted customer data.
Read more
- Create Customer Group
- Create Customer Group - General Filter
- Create Customer Group - Smart RFIM Grouping
- Customer Group Analytics
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