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"
Last updated