Creating customer groups
Go to Customers > Customer groups.
Click Manage customer groups.
Click Add customer group.
Enter a name for the group.
Select the sales channels where the customer group will be used.
Click Save.
When adding a new customer group, select the channels in which the group is used. Otherwise, functions related to customer groups, such as discounts, will not work correctly.
Adding customers to groups
Adding individually
Go to Customers.
Find and open the customer details.
In the Customer Groups section, click Add.
Select the groups from the list and close the list.
Click Save.
Adding in bulk
If you want to connect multiple customers to a customer group at the same time, you can use bulk actions as follows:
Go to Customers.
Select the customers (by ticking the checkboxes) that you want to associate with the group.
Click Bulk actions > Attach to a customer group.
Select the customer group from the menu.
Click Done.
Automatically attaching new customers
If required, you can set up a customer group to automatically attach all users who register a user account in your store:
Go to Customers > Customer groups.
Click Manage customer groups.
Click on the name of the customer group.
Switch the Link button next to the sales channel's name as active.
Click Save.