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
.
Filter the Customer Groups list
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On the Admin sidebar, go to Customers > Customer Groups.
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Click Filters.
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Enter criteria for searching groups, including a range of IDs, group, or tax class.
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When complete, click Apply Filters.
Create a customer group
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On the Admin sidebar, go to Customers > Customer Groups.
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Click Add New Customer Group.
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For Group Name, enter a unique name fewer than 32 characters to identify the group.
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Select the Tax Class that applies to the group.
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Select the Excluded Website(s) that you want to exclude from the group.
note important IMPORTANT Excluding websites can decrease product price and catalog rule indexing time, because excluded websites are not indexed. When a customer group is saved with an added website exclusion, the product price, catalog rule, and catalog search indexes are invalidated. If you have many products, websites, and customer groups, it is recommended that you pause the reindex process until you have excluded websites from the customer groups. 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.
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When complete, click Save Customer Group.
Edit a customer group
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On the Admin sidebar, go to Customers > Customer Groups.
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Open the record in edit mode.
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Make the necessary changes.
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When complete, click Save Customer Group.
Assign a customer to a different group
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On the Admin sidebar, go to Customers > All Customers.
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Find the customer in the list and select the checkbox in the first column.
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Set the Actions control to
Assign a Customer Group
and choose the group from the menu.img-md w-600 modal-image -
When prompted to confirm, click OK.
Associate a group of customers with specific discounts
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On the Admin sidebar, go to Marketing > Promotions > Cart Price Rules.
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Select the cart price rule where you want to associate a group for the applied discount, or create a price rule.
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Select the customer groups that the rule applies to.
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Click Save.
Delete a customer group
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On the Admin sidebar, go to Customers > Customer Groups.
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Open the record in edit mode.
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In the button bar, click Delete Customer Group.
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When prompted to confirm, click OK.
Customer groups demo
Learn about creating customer groups by watching this demo: