If you have 2000 customers overall in your Figure account (under the main “Mailing List” or “Waiting List” group) and only 1200 bottles of one wine to sell, and you want to offer a three bottle allocation to the first 400 customers that signed up for your mailing first, what do you do?

>Export your entire customer list from Figure.
>Save it as an .xlsx file so that if you make any formatting changes, they will be saved (.csv files don't save formatting changes).
>Sort the entire list by Customer ID - Column A - Smallest to Largest.
>Rows 2-401 are your first 400 customers that signed up in Figure.

>Start a new spreadsheet and save it as a MS-DOS Comma Separated .csv file, which will be your Figure upload template that will allow you to bulk move customers into a Group.

>The header in cell A1 of the upload spreadsheet should be "id". Lowercase letters all.
>The header in cell B1 should be "group_id". Lowercase letters all again.

>Copy just the customer IDs in rows 2-401 from the main customer list spreadsheet into Column A of your new upload spreadsheet.

>Go to the Groups page in Figure. Create a new group and name it Tier 1. Then, back on the main Groups page, to the left of each group name you will see a column called ID. That is the Group ID, to be placed in Column B in the upload spreadsheet. Essentially this spreadsheet, when uploaded into Figure, will designate that list of Customer IDs in Column A to be populated to the Group ID in Column B.

>The upload spreadsheet will look something like this:

>On the main Customers page in Figure, you would look to the upper right area and see a drop down button called "Import".

>Select Customers, the first option in the drop down.

>Upload the .csv file with the two columns (id and group_id).

>That upload process will keep those 400 customers in your main Mailing List group, but also add them to your Tier 1 Group.

>Whenever you plan to do Group migrations like this, touch base with us first, before you start, to go over the proper process for building the spreadsheets and then to double check your work before upload. Once you do it a lot, you won't need us anymore.

>After uploading, you need to sync your Figure customer list with Campaign Monitor, which can be done on the main Customers page in Figure, under the Export drop down button in the upper left area of the screen. The last selection in the list is "Sync all customers with Campaign Monitor".

>You will then have to get into Campaign Monitor to create the segment based on the Tier 1 group.