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Manage customer groups

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A customer group is a collection of people that you group together to take advantage of features in ASAP.  Use customer groups for things such as sending emails, offering discounts, priority registration, reporting, and analysis.

What do you want to do?

Create a customer group

  1. On the Navigation menu, click Set Up, and then click Customer Groups.
  2. To the right of Select a Group to modify, click Add New.
  3. Enter a Group Name.
  4. If you want this customer group available as an option when your customer is registering online, select Show Online. This allows customers to add themselves to the group. When offering this option, be sure to make the Customer Group field visible on your registration form.  
NOTE:  If you want to control who is in the customer group, and add them yourself, do not select Show Online. 
  1. (Optional) To further categorize your customer group, select a Group Type, or click Add new group type if one doesn't exist.
NOTE: If you add a new group type here, you will need to re-enter your Group Name so ASAP can associate the two.
  1. Click Save.

Now add customers to the group. Or, allow customers to add themselves. 

Add a customer to a customer group

You can add a customer to a customer group from the student detail page or from the customer groups page. From the student detail page, you can add individual customers and from the customer groups page, you can add multiple customers at one time.

Student detail page

  1. Search for the student.
  2. In the search results, click the student's name to open the student detail page.
TIP: You can also open the student detail page by clicking the ellipsis at the right of the student's name and selecting View Details.
  1. Click the Details tab.
  2. Click Personal Information.
  3. Click Edit.png and for Customer Group, select the applicable group.
  4. Click SaveDisk.png.

Customer groups page

  1. Open the customer group.
    1. On the Navigation menu, click Set Up, and then click Customer Groups.
    2. For Select a Group to modify, select your customer group.
  2. Use the filters under the Students tab to locate your customer.  A quick way to add one customer, is to type a portion of the customer's name for Student Name and click Search.
  3. Search results display on the Students tab under the filter options. Find your customer and next to their record, click LargeAdd.png. Your customer is moved to the Selected Students tab on the right side.
  4. Click Save.png.

Add multiple customers to a customer group

  1. Open the customer group.
    1. On the Navigation menu, click Set Up, and then click Customer Groups.
    2. For Select a Group to modify, select your customer group.
  2. Use the filters under the Students tab to locate your customers.
  3. Click Search.
  4. Search results display on the Students tab under the filter options. Find your customers and next to their records, click LargeAdd.png. Your customers are moved to the Selected Students tab on the right side.
TIP: To add all customers that are enrolled in a certain course group, course, or class, filter for one of those options, and then click the Add All Students link. 
  1. Click Save.png.

Allow customers to add themselves to a customer group

This option is for customers registering on your Public site. 

BEST PRACTICE : Whether you allow customers to add themselves to a customer group from the Public site, or you add them from the Admin portal, we recommend reviewing customer groups periodically to ensure the right customers are in the correct customer groups.

There are two items to address before a customer can add themselves to a customer group. 

  1. The customer group Show Online option is selected. From the Navigation menu, select Set Up, and then select Customer Groups.

showcustomergrouponline.png

  1. The Customer Group field is visible on the online registration form. From the Navigation menu, select Set Up, and then select  Registration forms.  Select the default registration form and under Personal Information, ensure Customer Group is marked Visible and/or Required, if applicable.

 RegFormCustomerGroupSelected.png

Now, when the customer creates an account on the Public site, the Customer Group field is displayed, and your customer group is one of the options as seen in the following image.

customergroupselections.png

Remove a customer from a customer group

You can remove a customer from a customer group from the student details page or the customer groups page.

Student details page

  1. Search for the student.
  2. In the search results, click the student's name to open the student detail page.
  3. Click the Details tab.
  4. Click Personal Information.
  5. Click Edit.png and for Customer Group, click X to remove the group.
  6. Click SaveDisk.png.

Customer groups page

  1. Open the customer group.
    1. On the Navigation menu, click Set Up, and then click Customer Groups.
    2. For Select a Group to modify, select your customer group.
  2. Under the Selected tab, click the recycle bin Recycle.pngnext to the customer's name.
  1. Click OK to confirm your action.
  2. Click Save.png.

Delete a customer group

IMPORTANT: Deleting a customer group is irreversible. As a best practice, prior to deleting a customer group, we recommend running the Student report, filtering for the customer group, and then printing the list of customers in the group. This gives you a way to verify the group should be deleted, and provides a backup in case you need to re-create it.
  1. On the Navigation menu, click Set Up, and then click Customer Groups.
  2. For Select a Group to modify, select the applicable customer group, and click Delete Group.
  3. Click Delete to confirm your action.

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