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How can I create a Customer Group?
How can I create a Customer Group?

Check this article for info on adding multiple people to an appointment and sending a group message through message blasts.

Jocelle avatar
Written by Jocelle
Updated over 2 weeks ago

You can add more than one person to an appointment or send a message blast to a group of customers at once in the Business and Premium plans. There are two ways to create a Customer Group in your account.

Create a group in More > Groups

  1. Click on More at the top part of the webpage in your GoReminders account.

  2. Click on Groups under Customers in the blue panel.

  3. Click the +Create button.

  4. Enter the name of the group (The name of the group could be related to the event you are creating it for.)

  5. Type in a few letters in the Search field to find the person(s) you want to add to the group.

  6. Click on the correct name that appears to add the person to the group.

  7. Click the Save button to save the group once everyone you want in the group has been added.

Import customers into a new customer group

  1. Click on More at the top part of the webpage in your GoReminders account.

  2. Click on Import/Export under Customers in the blue panel.

  3. Click the green Import button.

  4. In the "Customer Import" window, click the dropdown menu under the "Customer Group" section and choose Create new Customer Group.

  5. Enter a New Group Name.

  6. Under the "Upload Your Import File" section, choose a default reminder type for the customers in this new group. You can choose to send them reminders and blasts via SMS, Email, or SMS and Email.

  7. Click "Choose File" to upload a CSV of your new customers.

There's an important detail to consider when creating groups:

After you have created your group, you can now enter the name of the group in the customer name field on the New Appointment Form. The maximum group size that can be used to create a Group Appointment is 100 customers.

If a group has more than 100 customers you can select the group as a recipient in a Message Blast.

As a reminder, the best way to create a large group is to use the desktop customer Import feature under More > Customers > Import. You can add existing customers to a group and import new customers into a group by uploading a CSV of customers

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