Moolah Points offers the ability to create Customer Groups. Customer Groups helps categorize your Customer Database to help create personalized or customer specific campaigns quickly and easily.
- From the Moolah Points Back Office, select Customers Groups.
- The Customer Group List will be displayed.
- Select Add Group to create a New Customer Group.
- A new screen will be displayed allowing you to create your New Customer Group.
- Input your Customer Group Name.
- Begin by Searching for Customers to Add to your Customer Group.
- You can filter by:
- Name
- Phone
- Once you have input your Custom Filter, select Search.
- Based on your Filter Criteria, you will see the list of Customers Displayed on screen.
- To Add a Customer into your Customer Group, select the Box displayed next to the Customer Name.
- If you wish to Target specific Campaigns to the Customer Group, select the Campaigns dropdown.
- Select the Campaign you wish to add to the Customer Group.
- Once all of the Customers and Campaigns are selected for the Customer Group, select Save at the bottom right of the screen to finish the Customer Group creation. 14. If you do not wish to save the Customer Group, you can select Cancel at the bottom right of the screen.