Customer Groups Management

Overview

Customer Groups in CloudOnex Business Suite help you organize your customers into meaningful categories. This feature enables better customer segmentation, targeted communication, and simplified customer management.

Benefits of Using Customer Groups

• Organize customers by categories
• Send targeted communications
• Apply group-specific pricing or policies
• Generate group-based reports
• Manage multiple customers efficiently

Accessing Customer Groups

1. Log in to your CloudOnex Business Suite dashboard
2. Navigate to Customers → Groups

Creating Customer Groups

To create a new group:

1. Go to Customers → Groups
2. Click the Add Group button
3. Enter the following information:
   • Group Name (required)
   • Description (optional)
   • Any custom fields if configured
4. Click Save to create the group

Group Operations

Bulk Actions for Groups

You can perform several actions on group members:

1. Send Bulk Emails

   • Select the group
   • Click Send Email
   • Compose your message
   • Send to all group members

2. Export Group Data

   • Select the group
   • Click Export
   • Choose your preferred format (CSV, Excel)
   • Download the file

Organizing Groups

• Use clear, descriptive group names
• Add detailed descriptions
• Keep group purposes specific
• Regularly review and update group memberships

Group Naming Conventions

Examples of effective group names:

• VIP Customers
• New Clients 2024
• High-Volume Buyers
• Industry-Specific Groups (e.g., "Retail Partners")