Help Center

How to create and manage customer groups

Last Updated: Feb 27, 2012 05:18PM PST

You can create Customer Groups from your Customer List.

Your customer list is usually a mix of Neighbors following your business, merchants who subscribed to your Newsletter, and/or customers you added yourself (uploaded emails).

Add Customers to your List
You can upload customer emails to your MerchantCircle listing through Customers>Add

Organize Groups
To start organizing groups, click Customer Groups. You can add a group and then assign customers from your Customer List.

Add Customers to your Groups
After creating your groups, just visit your Customer List and click on any new customer to add them to the group of your choice!

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