Create a group
In Store Admin or the Tringify mobile app, open Customers and choose Groups.
Select Create group.
Enter a name and choose Manual or Automatic.
For an automatic group, add conditions and preview the matching customers.
Save the group.
Manage manual members
Open a manual group to search for customers, add selected customers, or remove existing members. Customers must belong to the same store as the group.
Update automatic rules
Editing an automatic group's conditions replaces its previous rules and recalculates membership. Preview the new conditions before saving when you want to check the expected match count.
Spending and order counts
For Lifetime spend, enter an amount in the base currency shown beside the field. Use that currency's decimal places, such as no decimals for JPY, two for INR, or three for KWD. The field shows the largest accepted amount. Number formatting preferences in General affect saved displays, not the amount you enter.
Order count accepts whole numbers only. It counts orders recorded as paid. A refund reduces Lifetime spend but does not remove that paid order from Order count. Editing the items of a paid order changes Lifetime spend by the difference and never counts the order again. Use Last purchase date or Purchased product when you need purchase rules that exclude fully refunded orders.
Use purchase rules
Use Last purchase date to find customers who purchased within a recent number of days, before or after a date, or who have or have not purchased. A partially refunded purchase still sets the last purchase date when at least one purchased item remains after refunds. Cancelled and test orders do not count.
Use Purchased product to include or exclude customers based on a product. Choosing a product includes purchases of any of its variants. A fully refunded item does not count; a partially refunded item still counts while at least one unit remains.
Purchase rules may show Refreshing while purchase history is being prepared. Wait for the refresh to finish, then select Retry before previewing or saving the group. Refreshing results are never treated as an empty audience.
Paid and cash-on-delivery orders count. Fully refunded orders do not count, even when the refund did not identify individual items. Use 1–365 days for Within last. Before and after use UTC dates and both exclude the selected day.
Membership freshness
Automatic membership refreshes after relevant customer changes. Relative-date groups also refresh as time passes. A refreshing label means the displayed membership may be out of date; refresh the page before using it. Campaigns wait for a current audience before they can start.
Within last counts complete 24-hour periods ending at the last evaluation. These groups normally refresh every minute; membership older than five minutes is shown as refreshing. Being in a group does not give permission to send marketing messages.
Birthday within next includes today and the selected number of days ahead, using UTC dates. February 29 birthdays are treated as February 28 in years without a leap day. Before and after date conditions also use UTC day boundaries.