Assign Customers to a Customer Group


The Static type customer group allows you to assign customers into a group by yourself.


Click the icon in the Action column to start assigning customers into the group.


To add certain customers, tick the customer records and click Add Selected Records.
To add all customers into the customer group, just click Add All Records and all of the customers in the list will be assigned into the customer group.


Dynamic type allows you to group customers automatically based on the SQL Query you have specified.

For Example, you specify SQL Query to have all Australian customers to be grouped into Group 1, below is the screen that shows the SQL Query :



You can load saved query by clicking the “Load Saved Query” link and choosingone of the SQLs in the dropdown menu to be used.


If the config “XCustomerGroupDynamicAutoAssign” is set to No, you will need to click the Refresh icon in the Action column periodically to assign customers that match the SQL Query you specified for Group 1 in the example above.If the config “XCustomerGroupDynamicAutoAssign” is set to Yes, you do not need to refresh the dynamic customer group.