How to create intelligent customer group?

Article author
Support Team
  • Updated

The meaning of intelligent customer group is to automatically group customers with the same characteristics by setting conditions in the system.


Operating Procedures:

Enter the Merchant Portal > Customers > Settings


Follow this guide to add customer information:

Step 1

Login to your Yamimeal Merchant Portal


Step 2

Click on "Customers" followed by "Groups"



Step 3

Click "+Add Group"

Note: "High value lost clients, High value clients, Potential clients, Inactive clients" are the default groups recommended by the system, and do not support modification or deletion



Step 4

Fill in the "Group Name" and choose the "Group Characteristics" of the group through the filter conditions provided by the system. Select the features you need, set the corresponding parameters, then click "Submit" to save



Step 5

After submission, you can view the total number of the group in the list and click the created group to make adjustments, or click "Event" to start the operation



If you need further assistance, please feel free to submit your request to Yamimeal Care Team through our Help Center and we will contact you as soon as possible.

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