Creating & Assigning Customer Groups

 

Overview:

The purpose of this article is to give step-by-step instructions on how to create and assign customer groups to your customers and includes a detailed video above.

Preconditions:

Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.

• Access to the Customers module.

To find out if you have access to the Customers module, click on the top-left dropdown and select "Customers." If this module does not show up, please contact our Support Team at [e-mail] or 800-929-5737 for assistance.

Steps:

Follow the steps below to create a new customer group:

1. Once logged into your foreUP account, click on the top-left module dropdown and select "Customers"
2. Once on the Customers page, click the "Groups" dropdown in the top right next to the search bar and select "Manage Groups"
3. 
4. In the blank field "Group Name," type in the name of your new customer group (e.g.: Member, Men's League, Lady's League, Public, Senior, etc.)
5. Click the blue "Add Group" button on the right
6. Click "Save Changes" in the bottom right

Follow the steps below to assign customers to a customer group:

There are two ways to assign a customer to a customer group: individually or through a bulk edit.

Individually

1. Once logged into your foreUP account, click on the top-left module dropdown and select "Customers"
2. Find the customer you wish to edit by typing in their name in the top-right search bar and hit "Enter"
3. Once the customer shows up in the customer list, use the Actions dropdown arrow on the far right of that customer's name and select "Edit" to pull up their profile
4. Select "Groups"  from the options on the left
5. Using the "Add Customer to Existing Group" dropdown, select the applicable group and click "Add"
6. Click "Save Changes" in the bottom right

Bulk Edit

1. Once logged into your foreUP account, click on the top-left module dropdown and select "Customers"
2. Using the checkboxes on the left, select the customers you wish to add to a new customer group (Please note: you will only be able to select the checkboxes on the current page of customers. If you have customers that span multiple pages, you will need to repeat this process on each page of customers you wish to select)
3. Once you have selected the applicable customers, click the blue "Bulk Edit" button in the bottom right
4. Once on the Bulk Edit page, scroll down on the right until you find the "Customer Groups" box
5. 
6. Check that box and from the first dropdown, select the type of edit you would like to perform (if you do not wish to remove the selected customers from groups they might already be assigned to, use the "Add to Existing" option). From the second dropdown, select the applicable customer group(s) you wish to assign to the selected customers
7. Click "Confirm" in the bottom right
8. You will have a chance to review your bulk edit one last time before clicking "Start Edit" in the bottom right
9. The software will work its magic to complete your bulk edit
10. Once the edit has been completed, the software will give you a completion message
11. Click "Close" in the bottom right
12. Your selected customers are now assigned to your newly created group!

FAQ:

Q: Can I add a customer to multiple customer groups?

A: Yes! A customer can be a part of zero, one, or multiple customer groups.

For further assistance, please contact our Support Team at [e-mail] or 800-929-5737