Customer Groups

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Overview

Customer groups let you segment your customer base and use that segmentation to control who can purchase specific sale items or apply specific discount codes. A customer who isn’t in a required group won’t see the restricted item on the event page and won’t be able to apply the restricted discount. Groups come in two types. Manual groups are curated by admins who add and remove members directly. Automatic groups use rules based on purchase history — the system evaluates the rules periodically and adjusts membership to match. Both types support time-limited membership, group-level expiry dates, and optional welcome emails when a customer is added.

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Use Cases

Presale access for previous attendees

Create an automatic group that includes customers who purchased tickets to a previous event or schedule. Restrict presale tickets to this group so only returning customers can purchase during the presale period.

Member-only tickets

Create a manual group for members and restrict specific sale items to that group. Only customers in the group can see and purchase those items. Enable the welcome email to notify customers when they’re added.

Loyalty discounts

Create an automatic group for customers who have made a minimum number of purchases within a time window. Restrict a discount code to this group so only qualifying customers can apply the discount.

Exclusive access for repeat buyers

Create an automatic group for customers who have attended multiple events in a schedule. Restrict premium ticket types to this group, creating a tiered access model where ongoing attendance unlocks better options.

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Creating a Customer Group

1. Navigate to Customer Groups (accessible via the tab on the customer list page).
2. Click Create customer group.
3. Choose the group type:

4. Enter a Name for the group. This is visible to admins and included in the welcome email if enabled.
5. Configure optional settings (see Configuration below).
6. For automatic groups, define the purchase rules.
7. Click Submit to create the group.

The group type is set at creation and cannot be changed afterwards.

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Configuration

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Automatic Rules

Automatic groups use a rule engine to determine membership. Rules are evaluated periodically, and membership is adjusted to match — customers who qualify are added, and those who no longer match are removed (subject to the configured lifetime).

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Rule Types

Each rule checks whether a customer has purchased a minimum quantity from a specific entity:

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Configuring a Rule

For each rule, you specify:

1. Rule type — Choose Event, Sale item, Inventory item, or Schedule.
2. Item — Search for and select the specific entity. Results appear as you type.
3. Minimum purchases required — The minimum number of qualifying purchases. For example, “at least 2 tickets from Festival 2025”.
4. Must purchase within (optional) — A time window in days or weeks. If set, only purchases made within this period count. If left blank, all purchases from any time qualify.

Click Confirm to lock in the rule. You can edit it later using the pencil icon.

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Combining Rules

Rules are combined using Any (OR) or All (AND) logic:

• Any — The customer must match at least one of the rules.
• All — The customer must match every rule.

You can add multiple rules at the same level, and each rule can contain sub-rules with their own operator, allowing multi-level logic. For example: “purchased from Event A AND (purchased from Event B OR Event C)”. Click Add new rule to add another rule at the current level, or Add new sub rule to nest rules inside an existing operator.

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Syncing

Automatic groups sync periodically in the background. After a sync, the group’s Last sync date updates on the customer groups list. You can trigger a manual resync:

1. Open the group’s customer list.
2. Click Resync group.
3. Confirm the resync in the confirmation prompt.

During a resync, customers who no longer match the rules are removed (unless they are still within the configured lifetime period), and newly qualifying customers are added.

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Restricting Sale Items

Sale items can be restricted to one or more customer groups. When restricted, only customers who belong to at least one of the selected groups can see and purchase the item. Customers not in a required group will not see the restricted item on the event page. Restrictions can be applied at two levels:

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Restricting Discount Codes

Discount codes can be restricted so that only customers in specific groups can apply them. The customer must be logged in and belong to at least one of the selected groups for the discount to be accepted.

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Managing Members

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Adding Members to Manual Groups

1. Open the group’s customer list by clicking the group name.
2. Click Add customer.
3. Search for the customer by name or email. If you start typing, suggestions appear showing the customer’s name and email.
4. If the customer doesn’t exist yet, enter their email address to create a new customer record during the process.
5. Optionally set a Removal date — the date when this customer will be automatically removed from the group. You can enter a specific date, or specify a number of days or weeks from now. If the group has a default lifetime configured, this is pre-filled.
6. Click Submit to add the customer.

For bulk operations, use the API to add or remove multiple customers at once, or use the customer data import to set group membership via CSV.

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Removing Members from Manual Groups

1. Open the group’s customer list.
2. Find the customer and open their dropdown menu.
3. Click Remove from group.
4. Confirm the removal in the prompt.

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Adjusting Membership Duration

For manual groups, you can update how long a customer stays in the group:

1. Open the group’s customer list.
2. Find the customer and open their dropdown menu.
3. Click Set lifetime date (if no removal date is set) or Refresh lifetime (to reset an existing one).
4. Set the new removal date or lifetime duration.
5. Click Submit to save.

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Automatic Group Members

Members of automatic groups are managed entirely by the rule engine. You cannot manually add or remove members. The customer list shows each member’s calculated removal date based on the configured lifetime. Use Resync group to immediately re-evaluate membership against the current rules.

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From the Customer Profile

You can also view and manage a customer’s group memberships from their profile page. The Customer Groups card in the sidebar shows which groups the customer belongs to, with a button to Force re-sync of customer list — this re-evaluates the customer’s membership across all their automatic groups.

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Exporting

The customer list for any group can be exported. Click the Export customer list button (download icon) in the group’s customer list to download a report of all members.

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Welcome Emails

When welcome emails are enabled for a group, customers receive an email the first time they are added. The email content is customisable per group.

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Configuring the Welcome Email

1. Open the group settings by clicking the settings icon next to the group.
2. Enable Send email when customer added.
3. Click Configure email content to open the email editor in a new tab.
4. Customise the subject line, header text, greeting, and body content.

The group settings panel shows a preview of the current email configuration, including the From address, Subject, Header, and Body content. The customer groups list indicates whether welcome emails are enabled for each group with a coloured badge — green for enabled, red for disabled.

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Managing the Groups List

The customer groups list page shows all groups with their type, sync status, and key settings.

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Filters

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Group List Information

Each group in the list displays:

• Group name
• Group type — Manual or Automatic with a description
• Last sync date — For automatic groups, shows when the group was last synced (e.g. “2 hours ago”)
• Expiry date — If set, shows the expiration date with a countdown
• Welcome email status — Green badge (enabled) or red badge (disabled)

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Deleting and Restoring Groups

Groups can be deleted using the delete button. Deleted groups no longer grant access to restricted items or discounts. Deleted groups can be restored using the Restore button, which reactivates the group and its memberships.

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Expired Groups

When a group passes its expiry date:

• The group no longer grants access to restricted sale items or discount codes.
• New members cannot be added (for manual groups).
• Automatic syncing stops (for automatic groups).
• The group’s customer list shows an expired message.
• The group remains visible in the list for reference but cannot be reactivated by changing the expiry date.

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