This article walks you through how to bulk move, add, or remove customers among your Groups — whether you're shifting a handful of accounts right in the platform, or re-assigning hundreds of customers using a spreadsheet import.
IMPORTANT: It's wise to touch base with the Offset team when looking to make bulk adjustments to your Groups, especially the first time, so that we can walk through the process together.
NOTE: Whenever you are bulk shifting customers into or among Groups, start by exporting your full customer list to Excel and saving it, so you have a backup record of where every customer account was before you start shifting.
Moving, Adding, or Removing Customers from the Group Page
Click into any Group to reach its details page. In the upper left, you'll see the number of customers in that Group. Click the number to open a page listing all customers in that Group.
Check the top checkbox next to the ID column to select all customers in the Group, or check individual boxes to select specific customers
Click the Choose an Action drop-down menu, then select an option:
Add to Group — leaves the customer in all their existing Groups and adds them to the Group you select
Move to Group — removes the customer from all their existing Groups and puts them into the Group you select
Remove from Group — removes the customer from the Group you select
This path works well for smaller adjustments, such as:
Promoting a Waiting List — if you have a Waiting List Group, you can select everyone in it and Move them into a Group that will be offered an upcoming allocation
Demoting inactive customers — for Groups that don't have too many customers, scroll the list and review the columns on the right showing time since last order. If someone hasn't bought in 3-5 years, or has never purchased, check their box and Move them to a lower-tiered Group, a non-purchaser Group, or an Inactive Group
Moving, Adding, or Removing Customers from the Customers Page
If the customers you want to shift aren't all in the same Group, or you want to build your selection using criteria beyond current Group membership, you can make the same changes from the main Customers page instead.
Navigate to Customers
Apply filters to narrow your list to the exact customers you want to shift (e.g., Lifetime Value, Most Recent Order Date, Products Purchased, Groups, Clubs, Customer Type)
Check the top checkbox to select all filtered results, or check individual boxes to select specific customers
Click Choose an Action, then select an option:
Add to Group — leaves the customer in all their existing Groups and adds them to the Group you select
Move to Group — removes the customer from all their existing Groups and puts them into the Group you select
Remove from Group — removes the customer from the Group you select
NOTE: This is especially useful when your target customers span multiple current Groups . For example, moving everyone with a Lifetime Value over $5,000 into a new tier, regardless of which Group they're in today. For the full list of available filters, see Customers Overview.
Exporting Group Data for Larger Bulk Changes
If you need to do more in-depth analysis, or if you have a very large number of customers to review, export the customer list to a spreadsheet instead. This works the same way whether you're on a Group's customer list page or the main Customers page (after applying filters):
Check the top left box to select all customers in the list
From the Choose an Action menu, select Customer Data Export [.csv]
This spreadsheet download lets you sort and filter columns to identify customers who are buying the most (promotion potential) and buying the least (demotion potential).
If you want to review the entire customer base, perform this export on the main Customers page, via the Actions menu in the upper right, "Exports>All Customers".
NOTE: Formatting adjustments made to a .csv file (bolding, cell shading, fonts, etc.) will not be saved after you close the spreadsheet. If you want to preserve those changes, save the export as an .xlsx file instead.
Building Your Import Spreadsheet
Once you've identified the customers you need to move, build a new spreadsheet to re-upload the changes:
Open a new spreadsheet with two columns, both lowercase:
Column A "id"
Column B "group_id"
Copy the customer "id" column from your Groups export into Column A of your new spreadsheet
Find the Group ID number for each destination Group on the main Groups page in Offset (shown in the far-left column), and enter it in Column B
Save the file as a .csv spreadsheet
NOTE: Do a test upload with one or two customers before running the main bulk shift, just to confirm your spreadsheet is set up correctly.
Uploading Your Spreadsheet
Go to the Groups page in your Offset account and click the Actions drop-down button in the upper right corner. You have three upload options:
Move to Groups — removes customers from any existing Groups and moves them into the Group on the spreadsheet
Add to Groups — adds customers into the new Group and keeps them in any existing Groups
Remove from Groups — removes them from the Group on the spreadsheet
Choose the option that matches what you're trying to accomplish, then follow the prompts to select your file and upload.