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How to Add Customer Group in Flovix

Updated Feb 04, 2026 8 views

Click List

 

Click Customer Groups

 

Click Add New

This section allows you to create and manage customer groups in Flovix to streamline sales, marketing, and loyalty management. Customer groups help categorize clients based on shared characteristics such as purchase behavior, membership status, or business type, enabling targeted pricing, discounts, and promotional campaigns.

 

Key Features:

Define Group Details: Set a unique name, code, and description for each customer group.

Assign Customers: Add individual customers to the appropriate group for organized management.

Set Group-Specific Rules: Apply special pricing, discounts, or privileges to enhance engagement.

Branch Allocation: Assign groups to specific branches if needed for localized campaigns.

Reporting and Insights: Track sales, revenue, and customer behavior by group for strategic decision-making.

Properly configuring customer groups in Flovix enhances operational efficiency, improves targeted marketing, and strengthens customer relationships by delivering personalized experiences.

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