Organizing Customers into Groups
Customer groups let you segment your customer base for pricing, reporting, and targeted communications.
What Are Customer Groups?
Groups are logical collections of customers. Common examples:
| Group | Use Case |
|---|---|
| Wholesale | B2B buyers who get volume pricing |
| VIP | High-value repeat customers |
| Trade Show | Customers acquired at events |
| Regional | Customers grouped by geography |
Creating a Group
- Go to Customers → Groups tab
- Click + New Customer Group
- Enter a Name and optional Description
- Click Create
Adding Customers to Groups
From the group detail page, click Add Customers to search and add members. You can also remove customers from the group at any time.
Volume Pricing with Groups
Combine customer groups with Price Tiers for automated B2B pricing. When a customer in the "Wholesale" group places an order, they automatically see wholesale pricing.
Tip: Use customer groups with the Marketplace to control which products and prices different buyer segments can access.
See also: Price Tiers, Creating Orders