HOW TO ADD/EDIT A CUSTOMER GROUP

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What is a Customer Group?

A customer group is a way of aggregating customers that are similar in some way or enjoy a set of benefits. Below are the steps to create a new customer group or modify en existing one.

Step 1: Customers > Customer Groups

Go to the left hand side navigation bar and select Customers. Then from the drop down select Customer Groups

Step 2: To add a new customer group or edit an existing one.

To add a new customer group click on the Add New button or choose an existing one from the list and click on edit button as shown.

Step 3: General Settings

Based on your choice in the previous step you will either land on Add Customer Group or Edit Customer Group. The fields in both the pages are same. Fill/Edit the required fields and save the changes by clicking on the save icon as shown.

  1. Customer Group Name: name of the group of the customer group
  2. Description: description of the customer group
  3. Approve New Customers: select yes if customers must be approved by an admin before they can login
  4. Sort order: sort order of the customer group. Lowest number get the first priority

You have now successfully added/edited a customer group.

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