Attaching customers to customer groups

You can attach customers to customer groups one-by-one or use bulk actions to attach several customers to the group simultaneously.

Written By Finqu Tuki

Updated at April 21st, 2022

Attaching customers to groups one-by-one

  1. Go to Customers > Customer accounts.

  2. Find and open the customer's information.

  3. Click Add on the Customer groups section.

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

  5. Click Save.

Attaching several customers simultaneously

If you need to attach several customers simultaneously to a customer group, you can use the bulk actions by following these steps:

  1. Go to Customers > Customer accounts.

  2. Select the customers that you want to attach to the group.

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

  4. Choose the customer group from the menu.

  5. Click Done.

Attaching customers automatically

If necessary, you can set the customer group to attach customers automatically to the group. This feature will attach all customers who register a customer account to the sales channel.

  1. Click Account at the top of the left menu.

  2. Go to Settings > Customer Groups.

  3. Click the customer group's name.

  4. Turn on the Link switch next to the sales channel's name.

  5. Click Save.