How to Set Up and Manage Customer Levels
Updated 6 days ago
Customer Levels help you identify and group your customers based on how much they have ordered from your store. This is mainly used for marketing purposes to target specific groups of customers easily.
What is Customer Level?
- You can create different levels like Bronze, Silver, Gold, or any name you prefer.
- Each level is set based on the minimum order value a customer has purchased from your store in total.
- You can also assign a color to each level for easy identification.
For example, you can create:
- Bronze Level for customers who have ordered more than ₹1,000.
- Silver Level for customers who have ordered more than ₹5,000.
- Gold Level for customers who have ordered more than ₹10,000.
These levels will be shown in the Customers section in your admin panel. This helps you plan offers, discounts, and special campaigns based on the customer’s purchase value.
How to Create Customer Levels
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Login to your Zepio admin panel.
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From the left side menu, go to Settings > Customer Levels.
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Click on Add New Level.
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Enter the Level Name (example: Gold, Platinum).
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Enter the Minimum Order Value required for this level (example: 10,000).
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Choose a Color for this level. This color will help you identify the level easily in your customer list.
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After entering all details, click Save to create the customer level.
Managing Customer Levels
- You can edit any customer level by clicking the Edit button next to it, update the details, and click Save.
- You can delete a customer level by clicking the Delete button next to it if it is no longer needed.
Why Use Customer Levels?
Using Customer Levels, you can:
- Identify your high-value customers quickly.
- Run targeted marketing campaigns and special offers for each level.
- Build better customer relationships by rewarding them based on their purchase value.
Note
Customer Levels are only for your internal use to plan your marketing and customer loyalty strategies effectively. Customers will not see their level on the website but you can use this data to create targeted offers and communicate with them accordingly.
