Customer Group

The Nobi Pro system supports the feature of grouping customers into one group for convenience in customer care and executing marketing campaigns

Compared to handling customers individually, creating customer groups and gathering all customers with common characteristics into one group will help you easily take care of them and carry out marketing campaigns, saving time and achieving high efficiency.

So how do you create customer groups? Let's follow the instructions below!

At the Nobi Pro admin page, you need to go to Settings -> General Settings -> Customer Groups.

1. Add customer group

Step 1: Click "New customer group"

Step 2: Enter group name

Step 3: Click "Add"

2. Update customer group

To update the customer group, please follow these steps

Step 1: Click the three dots on the right side of the customer group

Step 2: Click "Update" -> Update form displays.

Step 3: Enter the information to be edited into the form

Step 4: Click "Update"

3. Delete customer group

To delete a customer group, please follow these steps:

Step 1: Click the three dots on the right side of the customer group

Step 2: Click "Update"

Step 3: Click "Delete"

Step 4: Click "Delete"

4. Archived

Once "customer groups" are deleted, they will be stored and managed in the Archived tab after successful deletion. Users can either restore the customer groups or permanently delete them from the system.

4.1 Restore customer group

To restore the customer group, please follow these steps:

Step 1: Click the three dots on the right side of the customer group

Step 2: Click "Restore"

Step 3: In the delete confirmation popup, click "Restore"

4.2 Delete permanently

To permanently delete a customer group, please follow these steps:

Step 1: Click the three dots on the right side of the customer group

Step 2: Click "Delete"

Step 3: In the delete confirmation popup, click "Delete"

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