Customer groups

Customer groups determine which discounts are available and the tax class that is associated with the group. The default customer groups are General, Not Logged In, and Wholesale.

Customer Groups)

Filter the Customer Groups list

  1. On the Admin sidebar, go to Customers > Customer Groups.

  2. Click Filters.

  3. Enter criteria for searching groups, including a range of IDs, group, or tax class.

    Filtering Options

  4. When complete, click Apply Filters.

Create a customer group

  1. On the Admin sidebar, go to Customers > Customer Groups.

  2. Click Add New Customer Group.

  3. For Group Name, enter a unique name fewer than 32 characters to identify the group.

  4. Select the Tax Class that applies to the group.

  5. Select the Excluded Website(s) that you want to exclude from the group.

    NOTE

    No websites are excluded by default. To select multiple values, hold down the Ctrl key (PC) or the Command key (Mac) and click each option.

    Group Information

  6. When complete, click Save Customer Group.

Edit a customer group

  1. On the Admin sidebar, go to Customers > Customer Groups.

  2. Open the record in edit mode.

  3. Make the necessary changes.

  4. When complete, click Save Customer Group.

Assign a customer to a different group

  1. On the Admin sidebar, go to Customers > All Customers.

  2. Find the customer in the list and select the checkbox in the first column.

  3. Set the Actions control to Assign a Customer Group.

  4. Set the Group control to the new group.

  5. When prompted to confirm, click OK.

    Assign a Customer Group

Associate a group of customers with specific discounts

  1. On the Admin sidebar, go to Marketing > Promotions > Cart Price Rules.

  2. Select the cart price rule with the discount to apply, or create a price rule.

  3. Select the customer groups that the rule applies to.

    Customer Group to Specific Discounts

  4. Click Save.

NOTE

You can also use Advance pricing to apply product discounts to customer groups. See Advanced pricing.

Delete a customer group

  1. On the Admin sidebar, go to Customers > Customer Groups.

  2. Open the record in edit mode.

  3. In the button bar, click Delete Customer Group.

  4. When prompted to confirm, click OK.

Customer groups demo

Watch this video to learn about creating customer groups:

On this page