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Using Customer Groups in Automations

Learn how customer groups and automations can work together to create powerful outcomes

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Customer Groups become most powerful when they are used to trigger automations or target campaigns.

Before proceeding read our guides on Automations

  1. What is an Automation

  2. How to Create an Automation

  3. Customer Groups

Instead of sending the same message to every customer, groups allow you to communicate with specific audiences based on their behaviour. This makes your messaging more relevant and increases the likelihood that customers will return and engage with your brand.

For example, you might want to reward loyal customers, encourage first-time visitors to return, or win back customers who haven’t visited recently. Customer Groups make it possible to identify these audiences automatically.

Using groups in Automations

Customer Groups can be used to trigger automations when customers enter a specific segment. This allows you to automatically send messages or offers when customers meet certain criteria.

Examples

Some common examples include:

  1. Reward frequent visitors - Create a group for customers who have visited three or more times in the last month.
    When a customer enters this group, trigger an automation that sends them a reward or thank-you message.

  2. Win back customers - Create a group for customers whose last visit was more than 60 days ago.
    Use an automation to send a return offer encouraging them to visit again.

  3. Welcome returning customers - Create a group for customers who have just completed their second visit.
    Trigger an automation that thanks them for coming back and introduces loyalty benefits.

  4. New Customers - A new customer group helps you send a welcome offer to new customers.

  5. Loyalty Bonus - Give certain customers extra points or cashback when they meet certain conditions

These automations run automatically as customers move into or out of groups.

Why segmentation matters

Not all customers behave the same way. Some visit frequently, some only occasionally, and others may stop returning altogether.

Customer Groups help you recognise these differences and respond accordingly. By tailoring your messaging to different audiences, you can create more personalised experiences that encourage customers to return.

Over time, this approach helps improve:

  • Customer retention

  • Campaign performance

  • Overall customer engagement

If you have any questions that aren’t answered here, please chat with myneAI or contact the myne support team for assistance at support@myne.network