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Assign customers' groups automatically

With Manage Search & Assign feature, you can automatically assign groups to your customers. Groups can be created for multiple reasons and issues: risk, commercial, reporting, etc.

First, please note the following requirements:
Here, we'll assign the English Speaking Customers group for customers whose country is the UK, USA and Canada.
Our group and our search have already been created.

Go to Settings tab, Manage Search & Assign :
Select the "Groups" attribute, and click on + Add.
In the Pop-Up window, proceed with the settings:
  • Select the group to be assigned to.
  • Choose the search to identify customers
  • Finally, click on Save !

tips_searchandassign_setgroup

You can immediately apply the assignment rule by selecting "Run automatic sequence" if the Autorun was selected.
If you've set up the sequence manually, you'll need to launch it by clicking on the logo!

This particularly simple example is intended to illustrate the unlimited possibilities of dynamically creating customer segmentations in your platform based on all the information available, for reporting or creating strategies based on these segmentations.