Customer Groups

Create Customer Goups

To create a Customer Group, click on the Group icon (Image 1) in the lower left of the Customers Tab Window. This will display more options. Click on the Plus sign (Image 2) to add a Group. This will open the "Add New Group" window. Enter the new group name...

Add Customers to Groups

To add customers to groups, click on the Customers tab. Then in the lower left, click on the Group icon (Image 1). On the left side of the window will be two columns. The most left column is the names of your groups. The other column is the names of...

Use Customer Groups

You can use Customer Groups when sending emails from either the "Compose Email" or the "Automation" of the Email tab. You can also use Customer Groups when reviewing your activity in the Activity tab. When you wish to send the same email to more than one customer, select the group...

Delete Customer Group

To delete a Customer Group, click on the Group icon (Image 1) in the lower left of the Customers Tab Window. Highlight the group in the left column that you wish to delete (Image 2). Then click on the Cog Wheel (Image 3), then select "Delete Group" (Image 4). You...

Remove Customer from Group

To remove a customer from a group, click on the group icon in the lower left of the Customer tab. Then click on the desired group (Image 1). This will now list the members of that group to the right. Then right click on the customer you wish to remove...

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