Customer Grouping!

Now, you can group your customers. Follow steps below,

  • Login to your Markate account.
  • Click Customers from the menu.1

A) Adding group while adding a customer

Step 1: Click +New Customer.

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Step 2: On New Customer form, scroll to Group section and click +Add New Group.

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Step 3: Enter a group name and click Add Group (You can add multiple groups in a similar way).

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Step 4: If you want to add a customer to the particular group(s), mark the group name(s)  (You can add a customer to multiple groups).

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B) Adding groups in advance

Step 1: Go to Customer Groups and click +Add Group

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Step 2: Enter a Group name and click Save.

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Step 3: You will see the group name while adding/editing a customer’s information. Mark the Group name you want the customer to be a part of.

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