In this article, we are going to look at a handy feature for segmenting your customers, Customer Categories. This feature allows you to easily categorise customers from the Box Office view when adding or amending their record to help with segmenting and reporting on your audience. Customer Categories are ideal for identifying schools, group bookers, regular customers, and distinguishing special groups like board members or local council members.
Adding a Customer Category
First, go to Customers tab > Customer Categories.
After navigating to Customer Categories from the Customer menu, you will see the following screen:
1. You can use the search bar to filter for any existing categories.
2. All current active categories appear here.
3. To view inactive Customer Categories click on the eye icon. They will appear in grey font and can be reactivated by selecting the inactive category and click the Active Category? toggle to on (blue).
4. To add a new category click Add New+ or click in the centre of the screen.
Then complete the following to add the Customer Category:
1. Type the name of the new category into the box, as in the image below.
2. Ensure the Active customer category? toggle is switched to on (blue).
3. Click the Add button.
Adding customers to a Category
Customers can be added to a category at the time of creating a customer record or retrospectively. Within the customer account, there is a dropdown menu called Select a customer category as seen below.
Click on this and select the appropriate Customer Category.
Reporting on Customer Categories
You can report on customers in different categories using the customers of category filter in Your Reports.
First, go to Reports > Your Reports.
Click Add New at the right-hand side and select Report.
1. Name the report.
2. Select the folder you want the report to be in.
3. Select the Report type that you need.
4. Add an optional Description.
5. Click Save.
Next we need to add in the customers of category filter.
1. Click Add New for a new filter.
2. Select the filter customers of category from the drop-down.
3. From the pop-up box tick to include the Customer Categories you want to report on.
4. Click the Save button in the bottom right-hand corner of the screen.
You can now explore the data for customers of the select category using the Reporting Views.
If you want more info on Your Reports, check out our introduction guide to Your Reports including an explainer of the different Reporting Views available.
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