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Manage Customer Groups

In this document, you’ll learn how to manage customer groups, including customers in these groups.

Create a Customer Group​

To create a customer group:

  1. Go to the Customers page.
  2. Choose the Groups headline.
  3. Click on the New Group button.
  4. In the new window that opens:
    1. Enter a title for the group.
    2. Optionally, to add metadata:
      1. Click on the Add Metadata button.
      2. Enter a value for the Key and Value Fields.
      3. To remove a metadata field, click on the trashtrash icon.
  5. Once you’re done, click on the Publish Group button.

View Customer Group Details​

To view the details of a customer group:

  1. Go to the Customers page.
  2. Choose the Groups headline.
  3. Click on the name of the group you want to view.

Edit a Customer Group​

To edit a customer group:

  1. Go to the customer group’s details page.
  2. Click on the three dotsthree dots icon at the right of the group’s name.
  3. Click on Edit in the dropdown.
  4. In the new window that opens:
    1. You can change the title and existing metadata of the group.
    2. To add metadata:
      1. Click on the Add Metadata button.
      2. Enter a value for the Key and Value Fields.
    3. To remove metadata click on the trashtrash icon.
  5. Once you’re done, click on the Edit Group button.

Manage Customers in a Group​

View List of Customers in a Group​

To view the list of customers in a customer group:

  1. Go to the customer group’s details page.
  2. Scroll to the Customers section. You’ll find all customers that belong to this customer group in this section if there are any.

Add Customers to a Group​

To add customers to a customer group:

  1. Go to the customer group’s details page.
  2. Click on the “Edit customers” button at the top right of the Customers section.
  3. Check the box next to every customer you want to add to the group.
  4. Click on the Save button.

Remove a Customer from a Group​

Removing customers from a customer group doesn't remove the customers from your store.

To remove customers from a customer group:

  1. Go to the customer group’s details page.
  2. In the Customer section, click on the three dotsthree dots icon next to the customer you want to remove from the group.
  3. Click on “Delete from the Group” from the dropdown.

Remove Multiple Customers from a Group​

Removing customers from a customer group doesn't remove the customers from your store.

To remove more than one customer from a customer group at the same time:

  1. Go to the customer group’s details page.
  2. Click on the “Edit customers” button at the top right of the Customers section.
  3. Uncheck the box next to every customer you want to remove from the group.
  4. Click on the Save button.

Delete Customer Group​

Deleting a customer group cannot be undone.

To delete a customer group:

  1. Go to the customer group’s details page.
  2. Click on the three dotsthree dots icon at the right of the group’s name.
  3. Click on Delete from the dropdown.
  4. Confirm deleting the price list by clicking the “Yes, delete” button in the pop-up.