Managing Customer Groups
Once a Customer Group has been created, you can manage how it behaves using the History and Settings tabs. These areas allow you to monitor changes to the group, control how membership updates, and configure integrations with other platforms.
Managing these settings helps ensure your groups stay accurate and can be used across automations, campaigns, and connected apps.
Viewing group history
The History tab shows how the membership of a group changes over time.
Each time a group is refreshed or updated, any changes to membership are recorded here. This helps you understand when customers were added or removed from the group.
Within the History tab you will see information such as:
Change – whether a customer was added or removed from the group
Customer – the customer who entered or left the group
Changed at – the time the change occurred
Sync status – whether the change has synced to connected apps
Synced at – when the sync occurred
This history can be useful when troubleshooting automations or understanding why a customer is currently part of a group. You can also use the search tab to find specific customer events.
Group settings
The Settings tab allows you to manage how the group behaves and how it connects with other systems.
From here you can:
Export the group as a CSV
Sync the group to other apps
Configure refresh rules
View schedule information
Refresh the group manually
Delete the group
These controls help you manage how the group updates and how it is used across your broader marketing stack.
Syncing groups to other apps
Customer Groups can be synced to other connected platforms.
When Sync to other apps is enabled, the group will be exported as tags or lists depending on the integration.
For example:
Groups sync as tags to POS and loyalty platforms such as Lightspeed and Marsello
Groups sync as lists to CRM platforms such as Klaviyo
This allows your segmentation to remain consistent across different systems.
A few important behaviours to note:
Renaming a group will update the synced tag or list
Deleting a group will remove the synced tag or list
Syncing is disabled by default and must be turned on within the group settings
Refresh rules
Refresh rules determine how and when myne checks whether customers still qualify for a group. Customer groups can update in two ways, events only or events + schedule
Events Only
With Events Only, the group updates whenever a relevant customer event occurs.
Examples include when a customer:
Makes a transaction
Checks in
Syncs in via a POS or ordering integration
When one of these events happens, myne immediately checks whether the customer now meets the group criteria.
This works best for groups triggered by specific actions, such as:
Customers who signed up via a connection link
Customers who have visited 3 or more times
Customers who purchased a specific product
Events + Schedule
With Events + Schedule, the group updates both when events occur and on a scheduled refresh.
The scheduled refresh allows myne to re-check the entire group and remove customers who no longer meet the criteria.
This is useful for time-based groups, such as:
Customers who visited in the last 30 days
Last month’s VIPs
Customers who haven’t visited in 60 days
You can configure the schedule by selecting:
Frequency (daily, weekly, etc.)
Time of day
Timezone
You can also view the next scheduled run, last scheduled run, and trigger a manual update using Refresh Now.
Viewing the group query
Within the Settings tab, you can also view the Group Query.
This represents the underlying query used to calculate group membership based on the criteria you defined. It provides transparency into how the group is generated.
Deleting a group
Groups can be deleted at any time from the Settings tab.
Deleting a group will:
Remove the group from the platform
Remove any synced tags or lists from connected apps
This action cannot be undone, so it should only be used when the group is no longer needed.