Assigning customers to specific groups in WebJoint enables you to tailor your services, deals, and discounts to different customer segments. This article guides you through the process of adding a customer to a group within your WebJoint account.
Step-by-Step Guide to Adding a Customer to a Group:
Step 1: Accessing Customer Management
Begin by accessing the left-side navigation menu in your WebJoint account.
Click on "Accounts" to access account-related features.
Step 2: Navigating to Customers
Within the "Accounts" section, locate and select "Customers." This will lead you to a page displaying a comprehensive list of all the customers in your WebJoint account.
Step 3: Accessing Customer Profile
1. Scroll through the list of customers to find the customer you wish to assign to a group.
2. Click on the customer's profile to access their detailed information.
Step 4: Navigating to Groups
1. Within the customer's profile, you will see multiple tabs at the top. Select the "Groups" tab to proceed with adding the customer to a group.
Step 5: Adding Customer to a Group
1. On the "Groups" tab, you will find a list of available groups that you can assign the customer to.
2. Select the appropriate group from the list by checking the corresponding checkbox next to the group's name. This action indicates that the customer will now belong to this group.
Step 6: Applying Group Benefits
Assigning a customer to a group allows you to apply specific deals, discounts, or other benefits associated with that group.
Step 7: Saving Changes
1. After selecting the desired group, ensure that you review your changes.
2. Once you're satisfied with the group selection, locate the "Save Changes" button. Click this button to finalize the addition of the customer to the selected group.
Conclusion
Adding a customer to a group in WebJoint enables you to provide targeted offers and benefits to specific customer segments. By following the steps outlined in this guide, you can efficiently organize customers, apply group-specific deals, and enhance the customer experience by tailoring your services to their preferences.
For more detailed information on managing customer groups, applying group-specific benefits, or any other aspects of WebJoint, refer to our support resources or reach out to our dedicated customer service team. We are here to ensure that your experience with WebJoint is optimized for successful customer relationship management.