Create Customer Groups

To create a customer group, click Create customer group. The Create customer group window appears.

If you want to create a static group and add users manually, complete the following steps:

1. Enter a name and an optional description for the group.
2. Click Create to create the group. In the confirmation window, click Confirm. You will be directed to the Edit customer group page.
3. Click Add customer. In the Add customer panel, search and select the customers you want to add to this group, and click Add.
4. After adding customers, you can perform the following actions:
   • Enter the keywords of the customer’s email address in the search box. Then, press Enter on the keyboard to search for customers.
   • Select the customers and click Remove to remove the customers from this group.

If you want to create a dynamic group using custom conditions and add users automatically after this feature is enabled, complete the following steps:

1. Enter a name and an optional description for the group.
2. Select the Dynamically add customers using custom conditions checkbox.
3. Select the Tag, Data center, or Service filters, and configure the conditions to define the users that will be automatically added to this group.

   Click Add condition to add more conditions and select the relationships among them.

4. Click Create to create the group. In the confirmation window, click Confirm.