**Very Important**—It is 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.
Also important, whenever you are bulk shifting customers into or among Offset Groups it is always good to start with this step...
>Export your full customer list to Excel and save it, so you have a backup record of where every customer account was at before you start your shifting.
As your list grows it is not efficient to individually move or add dozens or hundreds of customers among groups. The Offset platform has an upload/update feature for doing bulk modifications to a customer’s Group selection. There are two ways you can do this:
Group page - Click on any Group to reach the details page and in the upper left the number of customers is listed. Clicking that number will produce a page listing all the customers in that Group. By the left side of the screen you can click the top check box next to the ID column to select all the customers in that Group or check individual boxes. Then click the “Choose an action” drop down menu and you will see three options for "Add to Group", "Move to Group", and "Remove from Group". Under each of those sections you will see all the Groups you have created, allowing to select the destination for the selection of customers.
"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 of working right in the platform comes in handy if you have a Waiting List group and you want to “promote” all Waiting List people into a group that will be offered an upcoming allocation.
>>This also comes in handy with Groups that don’t have too many customers, when you are say “demoting” people to a lower tiered group. You can scroll the list, looking at the columns on the right side to review how long it has been since their last order. If someone hasn't bought in 3-5 years, or has never purchased, you can check box after box as you scroll the list and them "Move to Group", their destination being a lower tiered group, a group for customers that have never purchased, or an "Inactive" group for customers that you rarely contact.
Export Group Data - If you need to do more in depth analysis to make selective adjustments of customers, and if you have a very large number of customers in your Groups, you can export the customer list in the Group to a spreadsheet.
While on that same group page which lists all the customer accounts in that group you can check the top left box to select all and in the "Choose an Action" menu select "Customer Data Export [.csv]". This .csv spreadsheet download will allow you to sort and filter columns to determine the customers in that Group who are buying the most (promotion potential) and who are buying the least (demotion potential).
Be aware that if you make formatting adjustments to a .csv file they will not be saved after you close the spreadsheet. You will need to save the export as a .xlsx file to save formatting changes (bolding, shading cells different colors, different fonts, etc).
>>You can then prepare a new MS-DOS Comma Separated .csv spreadsheet that will allow you to re-upload large lists to change/move customers from Group to Group. In this new spreadsheet for upload, the columns and headers needed are:
Column A header = “id”
Column B header = “group_id”
After you complete the sort and filter of your main Groups export to determine which customers need changes you can then copy/paste the customer “id” column to the re-upload spreadsheet under column A. Then for the “group_id” column you would get that group id number from the main Groups page in Offset. The farthest left column on the screen shows the Group ID numbers. Fill in that number on the re-upload sheet under column B.
Finally...do a test upload with one or two people in the spreadsheet before doing the main large bulk shift, just to see if your spreadsheet is setup correctly.
>>To upload this new spreadsheet, you go to the Groups page in your Offset account and in the upper right corner of the screen is the “Actions” drop down button.
You have two options here before following the process to choose your file and upload:
**When you select "Move to Groups" in the Actions drop down menu, it MOVES customers from one group to another.
**When you select "Add to Groups" in the Import drop down menu, it ADDS customers into the new group and KEEPS them in their existing group.