Do you work with orders in Cirrus? If so, we really recommend this feature.
It provides an easy way to identify which customers buy the most and which haven't bought anything in a while.

The automatic account type classification changes the account type based on what total order value the customer has in your chosen time period.

Meaning - the higher the order value the higher level account type.

Go to Settings > Cirrus and tick the box to activate the automatic account type classification. Choose what interval is best suitable. You can choose between 12, 24 or 36 months.

Once done, go to Categories > Account type. Here you can see examples of different account types you can use.

To set your values for each account type, click the pen symbol to edit or click add new in the top right corner.

Then fill in which order value should correspond with which account type.

If you want to use this to identify Previous customers (for customers with zero order value in your chosen time period) it's important to set up the value from 0-1

Then the next account type starts from 1 to the value of your preference and so on.

This happens under different conditions depending on whether the customer receives an order or not.
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Example: If the order is missing and the period you have selected has passed, and the customer then has an order value of 0, it is re-classified to the account type with a value from 0 - 1.
Suggested account type for this value: Previous customer.

If orders are received, Cirrus looks at what time periods you have set and what values you have for the different classes, and then classifies the customer within the right range.
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