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 Customer groups.
  2. Select New customer 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.
  • 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 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.

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.

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.