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Create Customer Groups

Creating customer groups:

You can choose to group various customers based on certain similarities, for example, retailers, wholesalers, etc. This would allow you to apply certain discounts or price increases to groups of customers.

 

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  1. First log in to your business page
  2. If you are not automatically directed to your seller dashboard, click on the right hand corner where it says “Hi Your Name” and select Dashboard from the drop down list.
  3. Once you’re in the dashboard, click on the Contacts menu on the left and the third option “Customer Groups“.
  4. To add a customer group, select the Add button to the top right hand corner of the screen. This will open up the Add Customer Group window.
  5. Give your Customer Group a name, for example, Retailers.
  6. Enter a positive number to indicate the percentage increase in the selling price of products in your store or a negative number to indicate the percentage decrease in the selling price of those products, whichever you would like to apply to that customer group.
  7. Whenever a customer is added to that group, whatever increase/discount you’ve chosen will be applied to all products when that customer makes an order from your store.

Once you’ve created a customer group, the next step will be to add customers to that group.
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‍To add customers to a customer group:

  1. First log in to your business page
  2. If you are not automatically directed to your seller dashboard, click on the right hand corner where it says “Hi Your Name” and select Dashboard from the drop down list.
  3. Once you’re in the dashboard, click on the Contacts menu on the left and the second option “Customers”. This will take you to your list of already existing customers.
  4. Scroll through the list until you find the customer that you would like to add to the customer group. Once you have, under the Action column, select the Actions button and select Edit.
  5. You will be taken to the Edit Contact screen. Click in the Customer Group field, which should by default say “None”.
  6. Scroll through the drop down list of customer groups you’ve created and select the group you would like to add the customer to.
  7. Once you have selected the correct group, select Update. Your update will be saved and you will notice that under the Customer Group column, on your list of customers, the name of the customer group will show.

On the Customer Groups page, the Action tab allows you to:

  1. Export to CSV: download a copy of a list of your purchases in CSV file format
  2. Export to Excel: download a copy of a list of your purchases in Excel file format
  3. Export to PDF: download a copy of a list of your purchases in PDF format
  4. Print: print a copy of a list of your purchases