How to create classification group

Classification group is a collection of classification code (Segment codes).

Ex: If you want to segment some list of customers based on the ‘Customer GENDER’ categories, You Can Classify ‘GENDER’ as classification group it contains Segment code such as Male, Female unknown etc.

Creation of Classification Group:

To create classification group, follow below steps

Navigate to Segmentation module -> Select Classification code->Select Create classification group link

Enter below information’s and hit on create button.

  1. Classification group ID – Provide unique ID without any spaces.
  2. Classification Group – Provide classification name.
  3. Service Name – Select corresponding service name from thedrop-down (Ex: For gender select Service as Gender).
  4. Entity Name – Not required to provide info, Itrelated to backend functionality.
  5. Role type – Select Role type from lookup

Note: Role Type plays a key role. You have a different type of roles.

Using role types are

  1. Prospect – Lead.
  2. Customer – Customer (Person).
  3. Account – Account (B2B) customers.
  4. Contact – Contacts (Contacts of the role user)

You need to select appropriate role in while creation for classification group, then only creating classification group will display in the view customer

Role type selection Example:

Once created, the page will redirect to update classification group Page and will list in the classification list grid and role type view screen.

You can created classification group for the assigned Customers view screen.

Navigate to view person (customer screen) – Classification tab

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