Assigning Customers to Groups

Overview
Once groups exist, you can add a customer to one or multiple groups directly from their profile or via bulk actions.

Steps (Single Customer)

1. Open Clients > Customers and click a customer’s name.

2. In the Groups field, select one or more groups from the dropdown.

3. Click Save.

Steps (Bulk Assignment)

1. In Clients > Customers, use checkboxes to select multiple customers.

2. Click Bulk Actions > Assign Groups.

3. Choose groups to add or remove, then Apply.

Tips

• Bulk‑assign after an onboarding campaign to tag new clients quickly.

• Combine groups and tags for two‑level segmentation (e.g., Group = “SMB,” Tag = “At-Risk”).