Create and Manage Customer Groups
Customer groups allow you to organize your customers into segments, such as "wholesale clients" or "VIP customers," and offer them special storewide discounts. When a member of a group logs into their customer account, the discount will automatically apply to their cart.
Creating Customer Groups
You can create as many customer groups as you need. A customer can only belong to one group at a time.
From your store admin, go to Settings > Customer groups.
Click +Add new customer group.
Enter a name for the group. Customers assigned to this group will see the name in their account.
Click Save.
Adding Customers to Groups
You can add any customer to an existing group from the Customers page.
Go to My Sales > Customers.
Search or filter your customer list to find the customer you want to add.
Click the pencil icon to the right of the customer's name.
Assign a customer group in the Customer group column.
Click Save.
Group members will see their group and discount when they log into their customer accounts.
Setting up Discounts for Customer Groups
Once you have created customer groups, you can set up discounts for them.
From your store admin, go to Marketing > Automatic discounts.
You can create a discount Based on the customer group for a flat discount, or Based on customer groups and subtotal for tiered discounts.
Choose the customer group and specify a percentage (%) or a dollar ($) amount for the discount.
Click Add discount to add more tiers or flat discounts. Click Add Discount table to create a subtotal-based discount for another group.
Save your changes.
Note: These discounts apply to all products in the cart. If you want to offer discounts on specific products, consider using discount coupons.
For the group discounts to apply, customers must be logged into their accounts. Make sure the "Sign In" link is visible in your store's footer, or you can add a custom "My Account" link to your website's navigation.
Example Use
Let's say you want to give wholesalers a discount based on how much they buy.
Go to Settings > Customer Groups and create a group called "Wholesalers."
Go to My sales > Customers, find your wholesale customers, and assign them to the "Wholesalers" group.
Go to Marketing > Automatic discounts and create a tiered discount Based on Customer Groups and Subtotal for your "Wholesalers" group.
When a customer from the "Wholesalers" group logs into their account and their cart subtotal qualifies, the discount will be applied automatically.
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