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Create and Manage Customer Groups

Customer Groups help you organize your customers into segments for better marketing, discounts, and relationship management. Examples include VIP Members, Frequent Buyers, or Wholesale Buyers.

Creating a New Customer Group and Adding Customers to a Group

  1. Navigate to Customers → Customer Groups.
  2. Click Create Customer Group.
  3. Enter the following details:
    • Group Name (e.g., VIP, Frequent Buyers)
    • Add the list of customers for the group
  4. Click Save to build your customer group.

Editing or Deleting a Group

  1. Go to Customer Groups → Manage Groups.
  2. Click Edit to update group criteria or rename the group.
  3. To delete, click Delete Group and confirm.
Note: Deleting a group won’t delete the customers — only their group association.
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