Customer Group

You can group your customers based on various demographic, psychographic and/or geographic characteristics; also called shopper profile. For example, magazine advertising salespeople provide advertisers with customer profiles describing the type of person who will be exposed to advertisements in that magazine. The description may include income, occupation, level of education, age, gender, hobbies, or area of residence. Customer profiles provide the knowledge needed to select the best prospect lists and to enable advertisers to select the best media.

 

To create a customer group:

  1. On the Customers menu, point to more lists, and then select Groups.

  2. Create a new group using the New button

  3. Select a parent group if you need to make the group under another group

  4. In the customer record select the group you have created

  5. In the customer list, group the column by customer group