Customer Groups help you organise and understand your audience by shared traits or behaviours — like “Frequent Lunch Visitors,” “Beer Lovers,” or “High Spend Regulars".
Customer groups can be created using the AI analyst and our automations page. You can find all your created customer groups on the left hand side menu under Customers.
Creating customer groups helps you understand business, product and customer trends easily then create targeted messaging, automation and analyses.
Use cases
Use cases
1. Data Analyses - Use the AI Analyst to do deeper research on specific customer groups
2. Messaging - Send tailored messaging to groups that relate to their traits and behaviours (eg: Loyal breakfast customers or black coffee lovers)
3. Automations - Create powerful automations that link to your POS and loyalty platforms to help identify and reward specific customers, eg;
Let myne tag all your regular breakfast customers and send the data to your POS so you can create a promo around it
Send a customer a bespoke reward using your loyalty platform once they hit their one year anniversary at your store.
How to Create a Customer Group
Using the AI Analyst, you can easily search for a specific segment and turn the results into a Customer Group that updates automatically as customer behaviour changes.
1. Open the Analyst
Log in to myne
From the left-hand navigation menu, go to the AI Analyst
Click Create a Customer Group.
The Analyst acts as your conversational data assistant. It's as easy as typing in what the details of the group you want to create. The more specific your question, the more accurate and useful your group will be.
🔍 Examples of Strong Group-Focused Questions
"Show me customers who visited more than 3 times in the last month."
“Find high spending customers who haven’t returned in over 60 days.”
“Who are my top spenders in the past 3 months?”
“Which customers always order beer with their meal?”
“Show me new customers who came back for a second visit last month.”
"Find regulars who only visit on weekends.”
2. Refine Your Search
Once the Analyst returns your results, review the summary and data table.
You can adjust your question or apply filters like time period, spend amount, visit frequency, or specific products purchased to make the segment more precise. The analyst will also give you recommendations as you engage with it.
3. Save as a Customer Group
When the segment looks right, request to "Save this group" just by asking. The analyst will prompt you to provide a group name, but feel free to provide one by saying, for example, "Save this group as Top Spenders".
View and Manage Your Groups
Once saved, your new group will appear in the sub-nav under Customers in the sidebar. Groups update automatically as customer behaviour changes — so you’ll always see an up-to-date view of that audience. You can go back to the AI analyst at a later point and ask it about the group if you wish.
Groups are currently updated on a customer level. If a customer matches the group parameters they will be added to the group as required. Creating a new customer or editing an existing customer will trigger an update. A new transaction or any event for an existing customer will also trigger an update.
How Group Membership Refreshes
Groups can be updated in a few different ways depending on your use case
Static
Updated and set as static from a CSV import
Event Driven
Any time a customer is created, updated, makes a transaction, or completes an event (eg check-in) we check if they're eligible to be the group.
This means customers can be immediately added or removed from a group based on an action eg 'Hasn't tried Burritos' would be true for every customer until a customer makes a transaction for a Burrito.
Scheduled
The entire group can be refresh hourly, daily, weekly, or monthly
This is best for when you want customers to be removed from a group due to inaction eg 'Visited in the last 7 days'
This can be combined with Event Driven to create powerful dynamic groups that are constantly kept up to date.
Note: Group names will sync as tags against customers within the group to your integrated POS/Loyalty platforms like Lightspeed & Marsello. Renaming a group will replace the synced tags and deleting the group will remove the synced tag.
If you have any questions that aren’t answered here, please contact the myne support team for assistance at hello@myne.network