This FAQ explains how to set up and manage customer groups on the Satago app. You can use customer groups and template settings to control which customers receive communications.

Where can I view my customer groups?

Customer groups can be accessed under Credit Control > Group Configuration. Here, you can create new groups, assign customers to them and manage their email schedules.

How do I create a group for customers?

1. Go to Credit Control > Group Configuration.

2. Click Create New Group.

3. Name your group (e.g., “Test2”). You can copy settings from any existing group.

4. Click Create.

How do I move customers into this group?

On the group configuration page, you can use the dropdown “Select group” to view the number of customers and group settings for each group created.

1. Here you can see ‘Test 2’ has 0 customers. To add customers to this group, click on Assign customers.

2. Select the customers you wish to add to the group.

3. Click Move to [Your Group Name].

Customers can be moved back to the Default group or any other group at any time.

How do I disable messages for a customer group?

1. Go to Credit Control > Group Configuration and select the group you wish to manage.

2. Under templates, for the specific message type you wish to disable, click the bell icon to disable all messages for that group.

For example: if you wish to disable all reminder messages for the selected group, click the bell icon on the right under the reminder emails section. Works similarly to disable Statements and Thank You messages.

3. Once disabled, the display will show ‘emails are disabled.’

How do I check if messages are disabled for the group?

When you view your group under Credit Control > Settings, you should see that each template is disabled. Customers in this group will not receive any automated messages.

Need more help?

If you have any issues managing customer groups or messages, please contact our customer support team via the Satago Help Centre.