Setting up Frequency Based Customer Groups

Owned by Kristy Sherman
Last updated: Mar 08, 2017
1 min read

Select which Frequency Based Customer Group you want to create

  • Gross Margin

    Based your group on your most profitable customer

  • Sales 

    Based your group on the dollar amount of their sales with you

  • Transactions

    Based your group on the frequency of visits/sales transactions from your customers


Setting up the Groups:

  • Date Range for Qualifying - Set the start date and select either rolling 12 months or Never reset
  • Set the minimum and maximum for qualifying for each level
  • VIP - Designate if the level will qualify the customer as VIP
  • Press Save when you are done.






Select which Category you want to configure:












Set the levels for qualification: