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Managing customer groups
Managing customer groups

Customer groups help you to better manage your customers and to target, for example, discount campaigns to certain groups.

Updated over a week ago

Creating customer groups

  1. Click Manage customer groups.

  2. Click Add customer group.

  3. Enter a name for the group.

  4. Select the sales channels where the customer group will be used.

  5. 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

  1. Go to Customers.

  2. Find and open the customer details.

  3. In the Customer Groups section, click Add.

  4. Select the groups from the list and close the list.

  5. 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:

  1. Go to Customers.

  2. Select the customers (by ticking the checkboxes) that you want to associate with the group.

  3. Click Bulk actions > Attach to a customer group.

  4. Select the customer group from the menu.

  5. 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:

  1. Click Manage customer groups.

  2. Click on the name of the customer group.

  3. Switch the Link button next to the sales channel's name as active.

  4. Click Save.

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