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# How to Set Up Customer Groups in Loyalty Palm

A step-by-step guide to creating **Customer Groups** ,organizing customers into tiers based on points, **spend**, or order 

### Step 1: Go to Customer Group.
In the Programs page, find the **Customer Group** card and click **Set up**.


![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_gkk9lc.png)

### Step 2: Activate the Program
Click **Activate** to turn on Customer Group. **Until it's activated**, customers won't be placed into any groups.


![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_177nir.png)

### Step 3: View or Add Customer Groups
You'll see your existing customer groups (Bronze, Silver, Gold, etc.) with their point thresholds and customer counts. Click **View all customers in each group** to see the full list, or **Add Customer Group** to create a new tier.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_5objfj.png)

### Step 4: Create a New Customer Group
1. **Display** – enter a name for the group (e.g., "Special")
2. **Milestone** – set the points customers need to earn in a calendar year to reach this group
3. Click **Save** to create it


![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1if3fb4.png)

### Step 5: Add a Group Icon
Under **Display**, click **Add image** to upload a custom icon (minimum 90×90 pixels) for this customer group, or leave it as the default group icon.


![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1c9c4gn.png)

### Step 6: Configure Group Settings
1. **Program start date** – set when customer activity starts counting
2. **Points earned or Amount spent** – choose how customers qualify for this group
3. **Time to achieve** – lifetime or one calendar year
4. Click **Add Reward** to set entry rewards customers unlock when they join this group


![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_cc8bml.png)

**You can add any reward If you want.It would be one time reward when a Customer enter that group.**

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1i11x8m.png)

### Step 7: Add Group Perks
Click **Edit Perks** to list any additional benefits (like free shipping or early access) that customers in this group will enjoy.



![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_7lqdo9.png)

### Step 8: Group Created ✅
Your new "Special" group now appears in the list, requiring 20,000 points with 1 customer already in it. You can click on **Special** anytime to edit its settings, rewards, or perks.


![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1awcbgn.png)

### Step 9: All Set ✅
Your **Customer Group** program is now **Active** with 6 groups configured. You now have 3 live programs — Points, Referral, and Customer Group — all working together to reward your customers.


![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1cafvsl.png)

### Customer Point of view


![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_v703bm.png)

***Thank you.***