Ecommerce Online Store - Sales - Customer Groups
Important: This article applies to E-commerce Pro users only.
A Customer ecommerce Group allows the store owner to assign customers to a specific group for mailing list purposes. Once you have set them up, you can also assign special discounts based on Customer Group or export them to a .csv file that can then be used to create newsletter mailing lists.
Managing Customer Groups
To manage customer groups, click on Customer Groups under the Sales tab.
To add a customer group, enter a name for the new group and click Create.
How to Assign Customers to a Group
1. From the Customer Manager, select the customers with the left side checkbox, select the group from the "With selected customers ..." drop-down, and click Assign.
2. In Manage Customer Groups, clicking Edit will produce a list of all customers assigned to that group.
The name, email address and total sales for each customer in the group is listed. Also, the Customer Group Name can be changed, customers can be deleted, and the customer list can be exported.
Export a Customer Group
For online businesses in need of a powerful newsletter campaign software solution, Network Solutions is proud to provide partnerships and integrations with popular newsletter software companies. Your e-commerce package includes the ability to export your customer's first name, last name, and email address into the standard format accepted across the industry.
Export Subscription Email List
To Export a list of customers who are subscribed to your newsletter, you will first need to create a Customer group and place all subscribed customers into this group. Once the group has been created, you can then export the list in the standard CSV file format.
You can target your newsletter and sales emails by setting up multiple groups. You will need to setup multiple groups if you want to export different types of email lists.
For example, you might create one customer group which consists only of registered customers who have signed up for a specific newsletter, a second group which consists of potential customers who have not purchased from you yet, but signed up for email notifications, and a third group consisting only of customers who have signed up for emails and also have purchased a specific type of product from you in the past.
When you export a subscription email list, the information downloaded is limited to First Name, Last Name, and Email address. If you need to download additional customer information, you will need to do that from the Import/Export page on the Operations tab. For additional information, see the tutorial entitled “Exporting Data From the Storefront.”
How to Export a Customer Group List
1. From the Sales tab, click on the Customer Groups link to bring up the Manage Customers Group page.
2. Select the desired customer groups, then click Export Group.
3. When the Windows pop-up appears, select the option to Save to Disk and click the OK button.
4. When the download is complete, make sure you take note of the name and location of the file. The filename will be customer-export.csv for one download, and then numbered for successive downloads, i.e. customer-export2.csv, customer-export3.csv, etc.
Note: You should have a default file location set up on your PC, and this is where the file will typically be placed when it downloads.
The file that is generated from a download is always a .CSV file. This is the most efficient format for exporting and importing a large volume of data. It can be easily manipulated using programs such as Microsoft Excel.
Note: Depending on your Windows or Mac settings, this may or may not trigger a warning message in your operating system. If you get this pop-up box, you can ignore it; there is absolutely no danger from this file.
Upload Compatibility Tips
You are now ready to upload your email list to your client. The only area that may require modification is the very top line of your CSV file, which are the labels for each of the three columns: First Name, Last Name, and Email Address. Each newsletter software company has their own column labels used to identify data being uploaded.
To change this information, in correspondence to your selected Newsletter Software, simply highlight the text and type the appropriate format.
Popular Newsletter Software Labels:
Constant Contact
- First Name: First Name
- Last Name: Last Name
- Email: Email Address
IntelliContact
- First Name: [fname]
- Last Name: [lname]
- Email: [email]
GotMarketing
- First Name: FirstName
- Last Name: LastName
- Email: Email