Customer Groups help you organise your customers into meaningful segments so you can market smarter, personalise offers, and drive repeat orders.

With the latest update, Customer Groups are now more flexible, easier to use, and fully connected across Cookaborough’s marketing tools.

What are Customer Groups?

Customer Groups let you group your customers in two ways:

• Filtered groups – dynamic segments that update automatically based on rules
• Manual groups – fixed lists that you control
  

This gives you the flexibility to choose between automation and precision depending on your goal.

Why use Customer Groups?

Customer Groups help you:

• Target specific customer segments
• Send personalised messages
• Offer exclusive discounts
• Export customer data for analysis
• Control menu visibility or promotions
• Give selected customers access to private menus (for example wholesale or VIP menus)

Customer Groups are integrated across the platform, including messaging, discounts, promotions, and menu visibility.

Getting started

Step 1: Navigate to Customer Groups

• Go to Marketing → Groups
• This is your central place to create and manage all groups

From here you can:

• View all groups in one place
• See group type (filtered or manual)
• Check customer counts
• Create, duplicate, export, or delete groups

Creating a Customer Group

Creating filtered groups

Filtered groups automatically include customers based on rules you define.

How to create a filtered group:

1. Click Create group
2. Select Filtered group
3. Add filters to define your audience
4. Choose your logic (All vs Any)
5. Save your group

Example filters:

• Subscribed customers
• Customers with 5 or more orders
• Customers who have not ordered in the last 30 days

As you add filters, the number of matching customers updates in real time.

Filter logic: All vs Any

• All means customers must meet every condition (more precise)
• Any means customers can meet one or more conditions (broader)

Changing this setting can significantly impact your audience size.

Creating manual groups

Manual groups are curated lists of customers you select yourself.

How to create a manual group:

1. Click Create group
2. Select Manual group
3. Search for and add customers individually
   

Best used for:

• VIP customers
• Friends and family
• Wholesale customers
• Special or invite-only groups

Manual groups do not update automatically and remain fixed unless you edit them.

Managing your groups

Inside a group, you can:

• View customer details such as email, phone, and order history
• Add or remove customers (manual groups)
• Edit filters (filtered groups)
• See how many customers are included

Filtered groups also include a generated description that summarises the segment in plain language, making them easier to understand at a glance.

Exporting customer data

You can export any group for use outside the platform.

How to export:

1. Open a group
2. Click Export
3. Choose your format:
4. • CSV
   • Excel (.xlsx)

Exports can be used for analysis, sharing, or processing in other tools.

Using Customer Groups across Cookaborough

Customer Groups are designed to work across multiple features in the platform.

Sending targeted messages

You can send messages directly to a specific group:

1. Go to Messages
2. Click Create message
3. Select your target group
4. Write your message
5. Send immediately or schedule it for later
   

This is useful for re-engagement campaigns, announcements, and promotions

Creating targeted discounts

You can offer discounts to specific customer groups:

1. Go to Discounts
2. Click Create discount
3. Choose the discount type (coupon or automatic)
4. Select your customer group
5. Set any conditions, such as minimum spend

Controlling access to private menus

Customer Groups can also be used to control who can see and order from specific menus.

For example, you can:

• Create a manual group for wholesale customers
• Create a manual group for VIP customers
• Assign these groups access to private or restricted menus

This allows you to offer:

• Wholesale pricing to approved customers
• Exclusive menus for VIPs
• Special ordering experiences for selected groups
  

Because groups integrate with menu visibility, updating a group will automatically update who has access.

Best practices

• Choose the right group type
• • Use filtered groups for dynamic audiences
  • Use manual groups for fixed lists
• Check your customer count
  Ensure the group size matches your expectations
• Review your filters carefully
  Small changes can significantly affect results
• Test before launching campaigns
  Always review the group before using it in messaging or discounts
• Keep groups clearly named
  This makes them easier to reuse

Example use cases

• Re-engage customers who have not ordered recently
• Reward loyal customers with multiple orders
• Promote new menus to subscribed customers
• Offer exclusive deals to selected groups
• Provide wholesale customers with access to private menus
• Create VIP-only ordering experiences
• Schedule targeted marketing campaigns

Customer Groups make it easier to identify the right audience and take action effectively.

In summary

Customer Groups provide a flexible way to:

• Segment your customers
• Personalise marketing
• Control access to menus and offers
• Automate engagement
• Increase repeat orders

Start by creating a group, reviewing your audience, and using it in messaging, discounts, or menu access on Cookaborough.