Customer Grouping

Grouping your customers in Nnipa allows you to categorize and organize customers into specific groups based on shared characteristics, interests, or purposes. This feature enables you to manage and interact with your customers more efficiently.

Why Group Customers?

• Targeted Communication: Grouping customers allows you to send targeted messages, emails, or notifications to specific groups, increasing the effectiveness of your communication.
• Efficient Management: Helps you to manage large numbers of customers by categorizing them into manageable groups, making it easier to find and update their information.
• Personalization: By grouping customers based on their interests or preferences, you can tailor your interactions to meet their specific needs, improving the overall customer experience.
• Analysis and Reporting: Enables you to analyze and report on specific groups, providing valuable insights into their behavior, preferences, and needs.

Creating a New Group

1. Navigate to the Customers module and click on the Groups tab.
2. Click on the New Group button.
3. Enter a Group Name and an optional Description of the group.
4. Click Save to create the group.

Adding Contacts to a Group

1. Navigate to the Customers module and click on the Contacts tab.
2. Under any contact, click on Add to group.
3. A modal will appear, select one or more groups to add the contact to.
4. Click Save to add the contact to the selected groups.

A contact can be added to multiple groups if needed. You can also filter contacts based on groups.

Best Practices for Contact Grouping

• Keep Groups Relevant: Ensure that groups are relevant and meaningful, making it easier to manage and interact with contacts.
• Regularly Update Groups: Regularly review and update groups to ensure they remain accurate and relevant.