Customer groups
Customer groups make it possible to organize and manage multiple customers under shared rules for pricing, content access, and campaigns.
They are essential for handling B2B relationships, loyalty programs, or segmented marketing where different customers require different experiences.
The term User is more commonly used in the data structure and technical documentation, while Customer is used in business and storefront contexts.
Typical use cases
The customer groups functionality enables a variety of use cases, providing flexibility in managing and optimizing the e-commerce experience. Below are some common scenarios where customer groups are beneficial:
1. Grouped pricing and discounts
Customer groups allow merchants to apply shared discounts or rules to multiple customers.
Examples include:
- Internal purchase benefits, automatically applying a 10% discount to the company staff on the entire catalog.
- Managing promotions targeted only to “VIP” customers or “Partner” groups.
2. Segmented content and access
Groups can be connected to CMS filters or permissions to tailor content visibility.
Examples include:
- Displaying exclusive product pages for “Influencers” or “Members” only.
- Showing specific campaigns to “Wholesale” accounts only.
3. Price list assignments
Groups can be linked to price lists, simplifying pricing management across customer segments.
Examples include:
- Assigning a B2B price list to wholesale accounts.
- Using regional groups to display localized pricing.
Related functionality
| Related feature | Description |
|---|---|
| Campaigns | Enables group-specific discounts and promotions when a customer is logged in. |
| Content | Supports group-based pages and content visibility for logged-in customers. |
| B2B / Wholesale | Wholesale account is a customer group with additional B2B features enabled, such as order approval workflows and business-specific attributes. |
| Price lists | Connects customer groups to predefined pricing structures. |