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Assign customer group from signup form and channel

Assign customer group from signup form and channel

Your new store signups arrive uncategorized, causing wrong pricing and missed campaign targeting. Assign groups on ingest so pricing and campaigns behave correctly same day.

Assign customer group from signup form and channel

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Overview

When new buyers arrive without classification, storefront pricing and targeted campaigns can break and manual fixes waste time. This workflow classifies signups by channel and form responses and updates the customer record automatically, giving you segment-ready customers and correct pricing the same day.

Assign customer group from signup form and channel