Store Clusters in Customer Service
- Zwing KB Team
Customer Service allows you to group multiple stores into a Cluster for faster allocation or assigning within other modules. For example, you can create a store cluster to use when configuring gift vouchers – allowing the redemption of vouchers exclusively for that cluster, creating a more targeted and controlled redemption process.
View & Manage Clusters
From the sidebar menu go to Settings → Clusters to open the Clusters page. Here you can view all clusters you have created, create a new cluster, as well as edit, activate or deactivate existing clusters.
Create New Cluster
You can create a new transaction format by following these steps:
On the Transaction Format page, tap on the Create New Cluster button.
This will open the New Cluster page. Start by adding Name and Description for the cluster. From the Select Channel dropdown, choose a channel to display the stores associated with it.
Stores from different channels cannot be added into a single cluster.
After selecting the channel, select the stores that you wish to include in the cluster.
Once done, tap on the Save button to create the cluster and return to the Clusters page.
Congratulations, you have successfully created a new cluster.
Edit Existing Clusters
To edit an existing Store Cluster follow the steps below:
On the Clusters page, tap on the Pen icon (Edit) on the row of the cluster you wish to modify.
This will open the Edit Cluster page, where you can select more stores to add to the cluster, or remove already selected stores from the cluster.
Once you have made the necessary changes, click on the Save button to update the cluster.
Congratulations, you have successfully edited the cluster.
Activate or Deactivate Cluster
To activate an inactive cluster or to deactivate an active cluster, simply tap on toggle button under the Status column on the row of the required cluster.