Go to Contacts > Customer Groups.

Automated Group Creation and Updates

In Members One, customer groups are automatically created and updated in response to the creation or modification of clubs or loyalty discount tiers. Groups do not need to be edited; these are simply for record-keeping purposes.

Key Processes

Automatic Updates

Any changes you make to clubs or loyalty discounts will automatically update the associated customer groups to ensure they reflect the most current membership and discount structures.

Immutable Groups

To ensure consistency across your marketing and sales efforts, these groups cannot be manually deleted or modified once created.

E-commerce Platform Syncing

Customer groups are synced from Members One to your e-commerce platform. This synchronisation allows for the seamless assignment of discounts to eligible customers within these groups.

Customer Status and Discounts

Discount Eligibility 

• When a customer joins a club or qualifies for a loyalty tier, they’re automatically added to the relevant group, making them eligible for specific discounts.

Automatic Removal 

• If a customer leaves a club or no longer meets the criteria for a loyalty tier, they will automatically lose their discount eligibility and be removed from the group.

Customer List Page Table

Below is a table of list page items and their functions.