Customers & orders

How to Set Up Customer Groups in Fast Loyalty

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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.

How to Set Up Customer Groups in Fast Loyalty – Step 1: Go to Customer Group.

Step 2: Activate the Program

Click Activate to turn on Customer Group. Until it's activated, customers won't be placed into any groups.

How to Set Up Customer Groups in Fast Loyalty – Step 2: Activate the Program

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.

How to Set Up Customer Groups in Fast Loyalty – Step 3: View or Add Customer Groups

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

How to Set Up Customer Groups in Fast Loyalty – Step 4: Create a New Customer Group

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.

How to Set Up Customer Groups in Fast Loyalty – Step 5: Add a Group Icon

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

How to Set Up Customer Groups in Fast Loyalty – Step 6: Configure Group Settings

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

How to Set Up Customer Groups in Fast Loyalty – Step 6: Configure Group Settings

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.

How to Set Up Customer Groups in Fast Loyalty – Step 7: Add Group Perks

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.

How to Set Up Customer Groups in Fast Loyalty – Step 8: Group Created ✅

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.

How to Set Up Customer Groups in Fast Loyalty – Step 9: All Set ✅

Customer Point of view

How to Set Up Customer Groups in Fast Loyalty – Customer Point of view

Thank you.

Updated on: 28/08/2026

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