Customer group is a data model in Blueshift that can be used to support households and multiple customer identities with shared attributes. In this model, different customer profiles are linked to a common parent entity called a group.
- For subscription plans (e.g. streaming platforms, cell phones etc.) each billing account would correspond to a group and each individual under the account would correspond to a customer
- For B2B sales and marketing, each organization (lead or opportunity) would correspond to a group and each individual under the organization would correspond to a customer
- Identity management: Each identity (e.g. email address) would correspond to a customer and the individual (who has multiple identities e.g. email addresses) would correspond to a group
A group in Blueshift can have multiple customers. A group can also have its own set of attributes which are different from customer attributes. Group attributes are inherited by all customers in the group while customer attributes are specific to each customer. You can segment on customers based on the characteristics of the group they belong to.
Please reach out to firstname.lastname@example.org or your CSM to enable this feature for your account. Once this feature is enabled, you will see a menu called ‘Groups’ under the ‘Customer Data’ menu in the left navigation panel. You can search for groups that meet your criteria. You can also view and edit the details of each group returned for your search query.
On the group details page, you will see a list of group attributes- both standard (from Blueshift) and custom (to your account). You will also see a list of customers who are part of the group.