Setup Groups

Groups track customer profiles for downstream reporting and integrations.

Examples

• Newsletter
• Special offers
• Executive customers
• Executive shipper
• Tour operator
• Film industry

Setup a group

1. Click Tools > Operations > Groups.
2. Click <New Item> from the Group drop-down list.
3. Enter the Group name.

   

4. Optional.  Find and set the Ownership of the group.
5. Optional.  Check Automatically apply this group to new address book entries.
6. Optional.  Check Allow customers to update via web.
7. Set the Active checkbox.
8. Optional.  Click the Managers tab and add employees with permissions to add/remove customers from this group.  Default is Everyone.

   

9. Optional.  Click the Members tab and add/remove customers from this group.

   

10. Click OK.

Find all members

1. Click Search > Groups.

   

2. Find and Select the Group.

   

3. The Address Book tab will list the results.

   

Export to Excel

1. Run the steps in Find all Members.
2. Right-click in the Address Book results window.
3. Click Export All > CSV.

   

4. A prompt to save the .csv file will open.

Scenario: Setup all new customers with the Newsletter group

1. Click Tools > Operations > Groups.
2. Click <New Item> from the Group drop-down list.
3. Enter Newsletter in the Group field.

   

4. Check Automatically apply this group to new address book entries.
5. Check Allow customers to update via web so they can unsubscribe from the group online.
6. Click OK.