Customer Groups

You can divide your customers into groups based on various criteria (wholesale clients, B2B clients, VIP customers, etc.) to offer group members a special store-wide discount. When members of a group connect to their customer accounts in your store and visit the shopping cart, the group discount will automatically apply to the products in the cart.

Add Customers to Groups

To check which group your customers belong to and assign them to groups, navigate to the store's Control Panel, select Settings, and then click Customer groups.

To add a customer to a group:

1. Go to the store's Control Panel, then click My Sales and click Customers.
2. Find the customer by name or email address.
3. Select the group by clicking the - sign in the column Customer group.
4. Click Save.

After placing an order or registering on your site, customer accounts are generated. You can also manually add customers if necessary.

When group members connect to their customer accounts on your website, they will be able to view the group to which they belong and any applicable discounts.

Set Up Discounts for Customer Groups

Create discounts for group members by navigating to the store's Control Panel, clicking Marketing, and then clicking Automatic Discounts.

Customer group discounts can be:

• Based on customer group. You could include a flat discount, which can be a fixed amount off the regular product price or a percentage off. For example, customers in the Wholesale group get a 10% storewide discount.
• Based on client groupings and the subtotal. Add Tiered discounts (dollar off or percentage off the usual product price) based on order subtotals. For example: Spend $350 or more and save 3%; spend $500 or more and save 5%; spend $1000 or more and save $100.

Customer group discounts apply to all products in the cart. Consider using discount coupons if you just want to give discounts on certain products. You can create a discount that is limited to a certain category or product and email the coupon code to group members.

To set up a discount for a customer group:

1. Click Marketing in the store's Control Panel, then click Automatic discounts.
2. To add a flat discount, click Add discount in the Based on Customer Groups section. To add tiered discounts for various order subtotals, click Add discount in the Based on Customer Groups and subtotal section.
3. In that section, choose the client group to whom you want to offer the discount and enter a % or $ value in the Discount column.
4. Click Add discount to insert additional flat discounts or tiers in the discount table. Click Add Discount table if you need to add a subtotal-based discount for another customer group.
5. Save the changes.

The offer will be accessible to customers in that customer group once it is set up. Customers must be logged in when purchasing for the group discounts to apply. The discount will be instantly applied to the products in their shopping carts after they enter into their customer accounts in your store. Otherwise, they will be treated as regular customers by the store.

Ensure that the Sign In link is not hidden in your store's footer so that members of a group can log in and use their automatic discount to buy products. In addition, you can put a custom My Account link in your site menu.