Customer Groups
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      3. Customer Groups

      How to Create Manual Customer Groups

      To create customer groups and manually assign customers to them, follow these steps:

      1. Log in to the ikas Dashboard:

        Sign in to your ikas Dashboard.

      2. Access Customer Groups:

        Click on Customers > Customer Groups in the left menu.

      3. Create a New Customer Group:

        • Click the Add Customer Group button.
        • Enter a name for the customer group.
        • Click Save.

      4. Add Customers to the Customer Group:

        • Click on Customers > Customers in the left menu.
        • Select the relevant customer.
        • Go to the Customer Groups section and select the desired group.
        • Click Save.

      5. Alternative: Assign Customers via File:

        • Export the customer list.
        • Enter the desired customer group in the file.
        • Import the updated file back into the system.

      If you want to create and manage dynamic customer groups based on automated rules and criteria, you can find more information about that here.

       

       

       

      For any assistance or if you have further questions, please let us know. You can contact us by phone at +49 7361 3893012 or email us at support@ikas.de.