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 create automated groups based on revenue rules.
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
Customer groups allow you to send targeted promotions and campaigns.
Examples:
Send exclusive offers to VIP customers.
Offer loyalty discounts to high-spending customers.
Create automated campaigns based on revenue segmentation.
Using Customer Groups to Test SMS Campaigns
Customer groups are also useful when testing SMS marketing campaigns.
Before sending a campaign to your full customer base, you can:
Create a small test group (for example, staff members or internal contacts).
Go to Marketing → SMS.
Under Add Rules, select Customer Group.
Choose your test group and click Add Rule.
Send the campaign to this limited group first.
Confirm successful delivery before launching the full campaign.
This is especially important when:
Using special characters or emojis.
Sending longer messages that may use more than one credit.
Testing new promotional wording.
Testing with a small group helps reduce the risk of delivery issues caused by carrier filtering or blocking.
🪄 Tip: Learn how to create and manage automated marketing campaigns in CleanCloud to boost customer engagement with personalized outreach.
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