Overview:
Customer Groups let you organize clients into static or dynamic collections (e.g., “Enterprise Accounts,” “Partners”) for easier filtering and targeted actions.
Steps:
Navigate to Customer Management → Groups & Tags.
Click + New Group.
Enter a Group Name and optional Description.
Choose Static (manually add/remove members) or Dynamic (automatically include based on filters).
For dynamic groups, set your filter criteria (e.g., Country = “USA” AND Industry = “Manufacturing”).
Click Save.
Tips & Best Practices:
Use Dynamic Groups for criteria that change often (e.g., “High‑Value Clients” by revenue).
Give clear, self‑explanatory names so everyone understands a group’s purpose.
Review dynamic group filters quarterly to ensure they still make sense.
Troubleshooting / FAQs:
Group not populating dynamically: Check your filter criteria for typos or conflicting conditions.
Can’t delete a group: Ensure no automations or workflows depend on it—remove dependencies first.
Members missing from a static group: Add them manually via the group’s Add Members button.