How to create customer groups
Bucket your buyers into segments (a live rule-driven group or a hand-picked list) so your SMS, email and WhatsApp campaigns reach exactly the right audience.
Customer groups are how you stop blasting every message to everyone. By bucketing buyers into segments (your big spenders, your lapsed customers, everyone in a particular city), you can tailor each SMS, email or WhatsApp campaign to the people most likely to act on it.
Dynamic vs manual
Crate gives you two kinds of group:
- A Dynamic segment is defined by rules (total spent, order count, days since last order, location or tag) and Crate recalculates who belongs every time the segment is used. Build a VIP group once as total spent ≥ ₦100,000 and it stays accurate forever, no maintenance.
- A Manual list is a hand-curated set of customers you add yourself. Use it for groups that can't be expressed as a rule: a wholesale shortlist, a giveaway entry list.
Building rules
For a dynamic segment, add one or more rules in the builder and choose whether a customer must match all rules (AND) or any rule (OR). The available fields are total spent (₦), order count, last order (in days), location and tag, enough to express segments like returning Lagos buyers who've spent over ₦50k.
Tip: Start simple. A single rule like order count ≥ 2 (returning customers) or last order before 90 days (lapsed) already gives you a high-value audience to win back.
Putting groups to work
Once a group exists it feeds straight into your SMS, email and WhatsApp campaigns; pick it as the audience when you compose a broadcast. You can also enrol a customer into a manual group directly from their profile or via the Add to group bulk action on the customer list.
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1
Open Customer groups
From the dashboard sidebar, open Customers and choose Customer groups. This is where your segments live.
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2
Start a new group
Click New group in the top-right corner to open the segment builder.
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Name the group
Give the group a clear name (something like VIP buyers or Lagos regulars) and an optional description so your team knows what it's for.
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Choose the group type
Pick Dynamic segment to let Crate compute membership live from rules, or Manual list to hand-pick customers one by one. Dynamic is the powerful choice; set a rule like total spent ≥ ₦100,000 and the group updates itself as buyers cross the line.
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5
Save the group
Click Save group. Crate creates the segment and opens it, ready to feed into your next campaign.
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