A Quick Guide to the "Customer Name" Filter in Customer Groups 🔎

Building a customer group requires clear filtering conditions. Knowing the filtering rules upfront saves you time and effort when setting up targeted campaigns. Let's take a quick look at how to set up the "Customer Name" filter correctly.

📚 Create a customer group

1. Go to SHOPLINE Admin > [Customer Management] > [Customer Group].
2. Click Create group.
3. Enter the customer group name.
4. Select the filter you want to include and exclude for this group.
5. Set up the "Group update method" and click Save.

🤖 Customer name filtering rules

This filter requires an exact keyword match and is not case-sensitive. You can search for up to 25 customer names at a time.

For more information regarding customer groups, please refer to the following articles:

• Create Customer Group
• Customer Group Management
• Customer Group Analytics
• Smart RFIM Grouping