Setting up Frequency Based Customer Groups

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: