Categories
Categories let you tag and group customers beyond automatic segments — by industry, service level, region, or any classification your organization needs.
How Categories Work
Categories are organized by type. Each type has predefined values to choose from.
| Example Type | Example Values |
|---|---|
| Customer Type | Retail, Wholesale, Industrial |
| Industry | Automotive, Agriculture, Marine |
| Service Level | Premium, Standard, Basic |
| Region | North, South, East, West |
Your organization defines which category types exist and their available values.
Viewing Categories
The Categories card shows:
- Each category type configured for your organization
- The currently assigned value (or empty if not set)
- Edit option for each type
Assigning Categories
- Find the Categories card on the Profile tab
- Click edit on a category type
- Select a value from the dropdown
- Save
A customer can have one value per category type, but can have values across multiple types.
Categories vs Segments
| Categories | Segments |
|---|---|
| Manually assigned | Automatically calculated |
| Based on your classification | Based on purchase behavior |
| Any criteria you define | Active, Inactive, Recovered |
| Multiple types per customer | One segment per type |
Use categories for static classifications (industry, region). Use segments for dynamic, sales-based grouping.
Impact on Sales Analytics
Customer categories are used in Analytics 360 for grouping and filtering sales data.
Filtering by Category
Categories enable powerful filtering — use them to narrow down customer lists by category values when searching or exporting.
Configuration
Categories are configured in Customers > Categories.