Adding customers to groups with rules and condition filters

Add customers through rules

You can add customer through rules. For example, if you want a group with all the customers possessing a 2015 vehicle. 

• Click on Edit rules above the name of your group, on the left of your screen. 
• Set up the rules for your group. 
  • Select the category of your rule.
  • Select the attribute.
  • Select the operator.
  • Enter your value.
• Click on Save changes when you are done adding rules to your group.

Add customers manually

Adding customers manually can be useful when you have already imported a group and only wish to add a few customers to that existing group. 

Customers added manually will always remain in your group whether they match a rule or not. So, adding a customer manually has more value than adding a customer through a rule. 

• Click on Add customer above the name of your group, on the left of your screen. 
• Type in the name or mobile phone number of the customer you wish to add in your group. 
• Click on the customer's name, and he will be directly added to your group.