Ecommerce: Customer Groups

The Customer Groups feature allows you to organize customers by different details (e.g. VIP Customers). This allows you to offer store-wide discounts to specific groups of customers. Once discounts are added, these specific members will see a discount applied automatically at checkout.

Note: this feature is only available to customers on the Unlimited Ecommerce hosting plan.

Create Customer Group

By creating a customer group, you’re essentially creating a label to apply to a set of customers. You can create as many groups as desired, but each customer can only belong to one group only.

To create a group:

  1. Select the Ecommerce tab from the left menu and open your store.
  2. Select “+Add new customer group.”
  3. Type in the name as desired. Keep in mind that customers will see the group name in their account.
  4. Save

Adding Customers to Groups

Visit “Settings,” and “Customer Groups” to view which groups customers currently belong and assign them to a new one.

To add customers to a new one:

  1. Click “My Sales” and “Customers.”
  2. Locate the relevant customer.
  3. Click the “-“ sign under the customer group column and select.
  4. Save.

A customer account is created once an order is placed, or they register for an account. Customers can also manually be added.

Note: customers will see what group they belong to when they log in.

Creating Discounts for Groups

Once you’ve created customer groups, select “Marketing” and click “Automatic Discounts” to create one.

The discount can be based on:

  • Customer Group: flat discount or percentage off of full price. E.g. storewide discount of 10%
  • Customer Group and Subtotal: tiered discounts depending on subtotal. E.g. spend $200 or more, save 5% or spend $500 or more, save 10%.

These discounts based on customer groups will apply to all products. If you need to offer a discount on a specific product, use discount coupons. This option would allow you to create a coupon for a specific product or products and then email that code directly to desired customers.

To set up the discount for a customer group:

  1. In your store click “Marketing” and “Automatic discounts.”
  2. Under Customer Groups section, choose either the Based on Customer Group section or the Based on Customer Group and Subtotal section (depending on type of coupon desired) and select “Add discount.”
  3. Select the customer group that should receive this discount and define if you want this to be a percentage or dollar discount under the “Discount” column.
  4. Add more discounts as desired. When adding a flat discount, click “Add discount,” and if adding a subtotal-based discount to another group, click “Add discount table.”
  5. Save

Once set, the discount will apply automatically to all products for all customers in that group when they are logged in.

Note: Ensure the “Sign In” link is visible to ensure customers can log in and receive discounts.