Groups can be used to segment your customer register and serve various purposes.
There are several ways to add customers to groups:
Via the customer’s profile:
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Go to the customer’s profile
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Click on the “+” symbol in the box called “Groups”
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Select the group from the list and click “Add”
Via the customer register:
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Go to Customers
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Filter out the segment you want and select all customers using the checkbox on the far left
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Note: If the list contains more than 100 customers, don’t forget to click the blue text saying “Select all XXX in the list”
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Click Choose Action > Groups > Add
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Select the group from the list, save, and confirm on the next page
Via a registration form:
Registrations are a great tool if you want to collect information directly from your customers. For example, you can use it to gather details on students, employees of a specific company, or for league registrations.
Once registrations are submitted, you can easily collect those participants into a group. Here’s how:
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Go to Administration > Registrations
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Click the name of the registration to see a list of all submitted entries
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Select all names using the checkbox on the far left, then click Choose action > Add to group
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Select the group from the list, save, and confirm on the next page
If you want to learn how to create a registration form, you can read more about it here: (link to how to create registrations)
Via the Training Planner:
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Go to Training Planner > Course participants
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Filter the participant list, select all names using the checkbox on the far left, then click Choose action > Groups > Add
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Select the group from the list, save, and confirm on the next page