What this helps you do

Save a reusable audience made from exact customers or from rules that describe them.

Before you start

Make sure the customer profiles contain the information your rules need. For example, a WhatsApp rule needs both a saved phone number and WhatsApp consent if you plan to message that group.

Steps

  1. Open Customers, then Groups.
  2. Select Create group.
  3. Give the group a clear name.
  4. Choose Rules-based group or Manual customer list.
  5. Add rules or select the exact customers.
  6. Review the customer and reachable-customer counts.
  7. Select Save.

Choose the group type

  • Rules-based group: you describe the kind of customer you want. Upstorr finds the matching customers again each time you save the group.
  • Manual customer list: you pick the exact people. A manual group can contain up to 1,000 customers.

Changing the group type changes how membership works. Review the members before saving.

Rule matching

  • All rules must match means every rule must be true for the customer. Rules are joined with AND.
  • Any rule can match means only one rule needs to be true. Rules are joined with OR.

For example, “WhatsApp consent is Yes AND Total spent is at least ₹5,000” includes only customers who meet both requirements.

Understand every rule field

  • Lifecycle: a broad stage calculated by Upstorr—New, Engaged, VIP, or At risk.
  • Tags: choose has tag to include customers with a tag, or does not have tag to include customers without it. Enter one complete tag, up to 60 characters, exactly as saved (including capital letters). For example, VIP does not match vip or VIP buyer. Customers with no tags match does not have tag. Add separate tag rules to match several tags using All rules or Any rule.
  • RFM group: a more detailed shopping-pattern group calculated from how recently, how often, and how much the customer bought.
  • WhatsApp consent: whether the customer allowed WhatsApp marketing.
  • Email consent: whether the customer allowed email marketing.
  • Phone number: whether a phone number is saved. This does not mean the customer gave WhatsApp consent.
  • Email address: whether an email address is saved. This does not mean the customer gave email consent.
  • Total spent: the customer's paid-order total.
  • Orders count: the number of orders connected to the customer.
  • Ordered within days: the most recent order happened within this many days.
  • Last ordered before days: the most recent order was at least this many days ago.
  • Joined within days: the customer profile was created within this many days.

Understand conditions

  • is / is not: include or exclude one named or Yes/No value.
  • at least: the value must be equal to or higher than the number entered.
  • at most: the value must be equal to or lower than the number entered.
  • within: the event must have happened during the last number of days entered.

A rules-based group can use up to 20 rules. The member count and reachable-by-email or WhatsApp counts update after you save changed rules.

About Lifecycle and RFM

Upstorr calculates these labels from full purchase history. RFM means recency, frequency, and monetary value: how recently the customer ordered, how often they order, and how much they spend. The calculation compares customers within your store and uses eligible, non-cancelled purchase orders. Recent buyers with many orders and high spend can be Champions; older buyers with a strong history can be Previously loyal.

Prospects have no qualifying purchase yet. Customers who have bought are assigned to a different RFM group. The saved group can update at a different time from a new order, so check recent purchases before sending a group-specific message.

Use the labels as helpful marketing organisation, not as a guarantee of what a person will buy next.

Read and manage the group list

The Customer groups table shows:

  • Manual or Rules-based: how membership is decided.
  • Customers: every member of the group.
  • WhatsApp reachable: members who have both a usable phone number and WhatsApp marketing consent.
  • Email reachable: members who have both a usable email address and email marketing consent.
  • Selected list: a manual group containing chosen people.
  • 2 AND rules: a rules-based group with two conditions that must both match.
  • 2 OR rules: a rules-based group where either condition can match.
  • Updated: when the group was last changed.

Search by group name or type. Sort by name, members, reachable counts, or updated date. Select a row to edit it.

Inside a saved group, Search loaded group customers finds a name, email, or phone number among the member rows already loaded. It does not search members that have not loaded yet. Scroll to load more members when available.

To delete groups, select their boxes and choose Delete. A group used by a campaign or discount stays protected. When deleting several groups, successful deletions disappear while protected or changed groups remain selected.

What happens next

Saving a rules-based group recalculates its matching customers. Saving a manual group keeps the exact customers you picked. The group can then be used anywhere Upstorr offers customer-group selection.

Common problems

  • The group cannot be saved: add a name and at least one rule or manual customer.
  • A customer is missing: check every rule, especially whether All rules uses AND or Any rule uses OR.
  • Reachable count is lower than member count: some members do not have both the needed contact detail and permission for that marketing channel.
  • Counts say “Updates on save”: save changed rules to calculate the new membership.