Organizing customers into groups

Customer groups let you give a set of customers a standard discount and target them in SMS campaigns and reports.

Steps

1. Open Customer groups. Go to Customers → Customer groups.
2. Create a group. Click New customer group.
3. Fill in Basic Info. On the Basic Info tab, enter a Group Name, an optional Description, and a Standard Discount (%) that applies to all products for members.
4. (Optional) Add finer discounts. Use the Category Discounts, Product Discounts, Constituent Cat. and Constituent Discounts tabs to override the standard discount for specific items.
5. Save the group. Click Create.
6. Add members. Open the group again (the Edit pencil), go to the Members tab, search a customer by name, email or phone, and click them to add. Remove members with the trash icon.

Good to know

The groups list shows each group's Amount of Members and Standard Discount (%). The most specific discount wins: a product discount beats a category discount, which beats the standard discount — and the system always applies the highest discount available.

Deleting a group does not delete its customers; they simply lose the group's discount.

Tip: Groups can be selected as the audience when Sending an SMS marketing campaign, so they're handy for VIP or regular-customer offers.