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

NOTE
After changing the company group, a company user must log out and log in on the Storefront to see new prices in the catalog.
  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 and choose the group from the menu.

    Assign a Customer Group

  4. When prompted to confirm, click OK.

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 where you want to associate a group for the applied discount, 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

Learn about creating customer groups by watching this demo:

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