Customer Groups help you organise customers into useful groups that you can use for messages, discounts and controlling access to menus.

There are two types of Customer Groups:

• Smart groups automatically include customers based on rules and keep themselves up to date.
• Manual groups let you choose exactly which customers belong in the group.

Find your Customer Groups

Go to Marketing → Groups.

Here you can view your existing groups or select Create group to create a new one.

Create a Smart group

A Smart group automatically finds customers who match the rules you set.

For example, you could create groups for:

• Customers who haven't ordered in the last 30 days
• Customers with more than 5 orders
• Loyal customers
• Support at Home customers
• NDIS customers

As your customers' activity or details change, the group automatically stays up to date.

1. Start your Smart group

Select Create group → Smart group.

You'll be asked to Start by describing the group.

Describe the customers you're looking for in plain language, such as:

Cookaborough will use your description to create the filters for your group.

2. Or, choose a template

You can also start from one of the available Smart group templates.

Templates may include:

• No orders
• Support at Home customers
• NDIS customers
• Loyal customers
• 30 days lapsed
• Non SaH & NDIS 90 day lapsed

Select a template to automatically set up the group and its filters.

3. Review your filters

Once your Smart group has been created, you'll see its name, customer count and filters.

Always check the filters to make sure they match the customers you intended to find.

You can:

• Select + Add filter to add another condition
• Select an existing filter to change it
• Select the bin icon to remove a filter

Your customer count will help you check how many customers currently match your group.

When you're happy with your setup, select Save group.

Update a Smart group

Smart groups can be changed at any time.

Open the group and select Update next to its description.

Describe what you'd like to change, such as:

Select Update group.

Cookaborough will update the filters and customer count based on your new description.

Review the changes to make sure the group contains the customers you expect.

Create a manual group

A manual group is a fixed list of customers that you choose yourself.

Manual groups are useful when you know exactly who should be included, such as:

• VIP customers
• Wholesale customers
• Friends and family
• Invite-only customers
• Customers who need access to a private menu

1. Start your manual group

Select Create group → Manual group.

Enter a clear name for your group.

2. Add customers

Under Search to add customer, search for a customer by name and select them to add them.

Continue until you've added everyone you need.

3. Save your group

Check your customer list and select Save group.

A manual group won't change automatically. Customers will remain in the group until you remove them, and new customers will only be included when you add them yourself.

❓Which group should I use?

Use a Smart group when you want the customers in your group to automatically change based on their information or activity.

For example:

Use a manual group when you want complete control over exactly who is included.

For example:

❓What can I do with a Customer Group?

Once you've created a group, you can use it across Cookaborough to:

• Send messages to selected customers
• Create discounts for selected customers
• Control access to private menus
• Export a CSV. of the customer information for that group.

📚Read more:

• Sending messages to customer groups
• Using Customer Groups for discounts

❓Additional Information

Need more information? Contact Cookaborough Support:

✉️ [email protected]