Setting Up Customer Categories and Interests

Setting Up Customer Categories and Interests

Retailer allows you to assign customers to particular Categories and Interests, which can then be used for reporting as well as the Marketing Tools.
Each customer can have up to 3 Categories and 3 Interests each.

NotesCategories and Interests have been superseded by Customer Tags.
We recommend using Tags as they are easier and are not limited to 3 per customer.

Setting Up Customer Interests

  1. On the top menu bar of Retailer, click on Setup → Customer.
  2. Click on the Interests tab.
  3. Click on the Add button at the bottom-left.
  4. Type in a description of the interest eg. Plush, Lego, Diamonds etc.
  5. Repeat steps 3-4 to add more.
  6. When you've added all of your customer interests, click Save.

Setting Up Customer Categories

  1. On the top menu bar of Retailer, click on Setup → Customer.
  2. Click on the Categories tab.
    NOTE: There is another tab called Account Categories on this screen. This is not the tab to click on. You will find Categories to the left of Account Categories.
  3. Click on the Add button at the bottom-left.
  4. Type in a description of the category eg. Senior, Professional, Enthusiast etc.
  5. Repeat steps 3-4 to add more.
  6. When you've added all of your customer categories, click Save.

Placing Customers in Category and Interest groups

  1. From the main screen of Retailer, click on the Customers icon.
  2. Click on the Other tab.
  3. Select the categories and/or interests from the drop-down boxes.
  4. Once completed, click Save. 

Using Customer Categories and Interests

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