Step 1: Accessing the Customer Classification Configuration

Let’s begin by opening Swiftly Workspace.

From the homepage:

• Click on Configuration

• Then select Master Data Management

A new window will open.

Scroll to the Customer section and click on Classification.

This is where you’ll define and manage the labels used to classify your customers according to business relevance, behavior, or priority.

Step 2: Understanding the Purpose

Customer Classifications provide a flat tagging system — unlike the hierarchical structure of dimensions — designed to group customers based on:

• Strategic value

• Tiered segmentation

• Relationship level

• Special handling requirements

Classifications are extremely useful when you want to:

• Drive targeted marketing or account management strategies

• Apply business rules or restrictions for specific customer groups

• Enable report filtering and segmentation by tags

For example:

• You might classify customers as Platinum, Gold, Silver, or Trial

• Or as Key Account, Partner, One-Time Buyer, or Government

Step 3: Creating a Customer Classification

To create a new classification:

1. Click the “+” button in the top right

2. Enter the name of the classification (e.g., Enterprise Client or Strategic Partner)

In this example, we’ll create a classification called High-Value Client, and set it to Active.

Click Save to store your new classification.

1. Use the Active toggle to control whether this classification is currently in use

Only classifications marked as Active will be available to assign to customer records or used in filters.

Step 4: Editing or Deactivating a Classification

To modify an existing classification:

• Click on its name to open the detail view

• From here, you can:

  • Rename the classification

  • Toggle its Active status

Click Save to keep changes.

💡 Use Save & Close if you’ve completed all your updates and want to exit the Master Data Management window.

You may choose to deactivate a classification if it's no longer relevant — for example, if a segment like Legacy Partner is being phased out.

Step 5: Applying Classifications in Customer Records

Once created, your customer classifications will be:

• Available in the customer profile screen

• Usable as filters in analytics dashboards and reports

• Usable in workflow rules for automating behavior based on customer type

This makes it easy to send communications only to “Gold” clients, offer discounts to “Startup Tier,” or track KPIs across different customer groups.

You’ve now successfully:

• Accessed the Customer Classification module

• Created and activated new classifications

• Edited and managed existing entries

• Learned where and how these classifications apply across your workspace