Create a group

Groups are how you slice your customer base into segments — and how automations know who to target. "New customers", "Weekly regulars", "VIPs", "Warming up", "Haven't been in a while" — any slice you can describe with a rule, you can build.

Creating one

Merchant Portal → Groups → Add group.

Give it a name (what you'd call it out loud — "Regulars", not "Group 2") and set rules.

Rule types

A member belongs to a group if they match the rule. You can combine rules:

• Visits in the last N days — at least / at most / exactly. "Weekly regular" = 4+ visits in the last 30 days.
• Total points — above or below a number.
• Lifetime spend — above or below a number.
• Days since signup — under N days = "New customers".
• Days since last visit — over N days = "Haven't seen you in a while".

Multiple rules on one group: you choose whether a member must match all rules (AND) or any of them (OR).

Examples that work

Group	Rule
New customers	Signed up ≤ 30 days ago
Weekly regular	4+ visits in last 28 days
VIPs	Lifetime spend in top 10%
Slipping away	No visit in 21 days, was weekly before

Managing groups

Groups appear on the Members page as filters, on each member's profile as badges, and in every automation as a targeting option. You can drag to reorder groups (the order is what your team sees), rename any group, or delete it (members are never deleted — only the segment goes away).

Next steps

• Group rewards & redemption limits
• Set up a win-back automation