Customer Group Campaign Targeting

Purpose

The Customer Group Campaign Targeting feature allows Campaigns to target Customers based on Customer Groups and Customer Status.

Unlike Lead-based campaigns that use Segments and Forms, Customer-based campaigns use Customer Groups to define the audience.

This feature enables businesses to send marketing communications to:

• All Customers

• Customers within specific Groups

• Active Customers

• Inactive Customers

• Combinations of Group and Status filters

Customer Group targeting is commonly used for:

• Customer retention campaigns

• Product announcements

• Upsell campaigns

• Renewal reminders

• Loyalty programs

• Customer engagement activities

The selected Customer audience is processed through Campaign workflows and executed via the Marketing Automation Cron Job.

Create

Step 1: Create Customer Groups

Before using Customer Groups in Campaigns, create the required Customer Group records.

1. Navigate to Setup → Customers → Groups.

2. Click Add Group.

3. Enter the required Group information.

4. Save the Group.

Examples:

• VIP Customers

• Wholesale Customers

• Retail Customers

• Existing Clients

• Premium Members

The Customer Group becomes available for Customer classification.

Step 2: Assign Customers to Groups

1. Navigate to Customers.

2. Open the Customer record.

3. Select the appropriate Customer Group.

4. Save the Customer.

Customers can now be targeted through Campaigns using their assigned Group.

Step 3: Create a Customer Campaign

1. Navigate to Marketing Automation → Campaigns.

2. Create a new Campaign.

3. Select Customers as the Campaign audience type.

4. Configure the Customer filtering options.

5. Save the Campaign.

The Campaign can now target Customers based on Group and Status criteria.

Step 4: Run the Campaign

1. Verify that the Campaign is Published.

2. Ensure the Campaign is within the valid date range.

3. Run the Marketing Automation Cron Job.

The system will process all Customers matching the configured criteria.

View

To view Customer targeting settings:

1. Open the Campaign.

2. Navigate to the audience configuration section.

3. Review:

   • Customer Groups

   • Customer Status Filters

   • Target Audience Settings

The matching Customers are displayed in the Campaign audience.

Edit

To modify Customer targeting:

1. Open the Campaign.

2. Update the Group or Status filters.

3. Save the changes.

Future Campaign executions will use the updated audience criteria.

Delete

To remove Customer targeting:

1. Open the Campaign.

2. Remove the selected filters or delete the Campaign.

3. Save the changes.

The Campaign will no longer process the removed audience.

Field Descriptions

Workflow Rules

Customer Audience Selection

The system supports multiple Customer targeting methods.

All Customers

When:

• Customer Group is left blank

• Send To = All

The Campaign targets all Customers in the system.

Specific Customer Group

When:

• A Customer Group is selected

• Send To = All

The Campaign targets all Customers assigned to the selected Group.

Example:

Customer Status Filtering

Campaigns can further filter Customers based on status.

Available options include:

• Active Customers

• Inactive Customers

• All Customers

Active Customers

Only Customers marked as Active are included.

Inactive Customers

Only Customers marked as Inactive are included.

All Customers

Customer status is ignored.

All matching Customers are included.

Campaign Processing

When the Cron Job executes:

1. The system evaluates Customer filters.

2. Matching Customers are identified.

3. Eligible Customers are added to the Campaign audience.

4. Workflow actions are executed.

Actions may include:

• Email delivery

• SMS delivery

• Point Actions

• Stage updates

• Customer engagement tracking

Campaign Eligibility Rules

A Customer Campaign will execute only when:

• Published = Yes

• Start Date ≤ Current Date

• End Date > Current Date

• Cron Job is running successfully

If any condition is not met, the Campaign will not process Customers.

Important Notes

• Customer Groups must be created before they can be used in Campaigns.

• Customers must be assigned to Groups before Group-based filtering can occur.

• Leaving the Customer Group field blank and selecting Send To = All targets all Customers.

• Selecting a Customer Group and Send To = All targets all Customers within that Group.

• Customer Status filters can be combined with Group filtering.

• Customer audience selection is evaluated when the Campaign is processed.

• Campaign execution requires a properly configured and running Cron Job.

• Customer-based Campaigns operate independently from Lead-based Segments and Forms.

• Changes to Customer Group assignments may affect future Campaign executions.