You can classify customers into different segments, or groups, by using the Customer Groups feature, which is available on select BigCommerce plans. Customer groups allow you to organize your customers, give them discounts, and restrict access to specific products or categories.
With customer segmentation, you can:
- set up a loyalty group — give access to specific products or categories at discounted rates to select customers
- set up a tax-exempt group — offer tax exemption to those that are eligible (government agencies, nonprofit organizations)
- set up a wholesale group — provide access to products or categories usually hidden from retail customers or give a discount for bulk purchases
- set up a members only group — gate content or products by requiring visitors to register an account to browse the store
Creating Customer Groups
To create a customer group, go to Customers › Customer Groups, then click Create a Customer Group. Next, you'll need to enter a group name and configure your group details. The group name is for your purposes only and will not be visible to your customers. You can also set category, product, and storewide discounts for your customer groups.
After creating your customer groups, be sure to set a customer group for guests by selecting a group from the Customer Group for Guests drop-down. A guest is anyone browsing your store who is not logged in to an account.
Customer groups can be duplicated by using the Copy action found in the Action menu.
Group Detail Settings
When configuring your group access settings, selecting a parent category does not automatically select its child categories. You must click the + symbol to the left of the parent category to select its child categories. Note that adding a high number of categories to a customer group may affect control panel load times. We recommend using our API if you plan on assigning hundreds of categories to your customer groups.
- Group Name — The name of the customer group you are creating. This name is not visible to customers.
- Group Access:
- Customers in this group can see products in all categories — Used to restrict the group's category access. Uncheck this setting to choose which categories the group can and cannot access.
- All new customers should be added to this group — If checked, all new customers who create a store account will automatically be assigned to this group.
There are two methods to provide custom pricing for a customer group.
- Customer Group Discounts — Customer group discounts allow you to provide reduced pricing to specific customers and can be applied to an entire category, specific products, or the entire store.
- Price Lists — If you are on an Enterprise plan, you will have the option to specify customer group pricing via Price Lists instead of defining them here.
Note that coupon codes cannot be restricted based on customer group. If a customer in a group which has a discount also has a coupon code, they can use both and receive a larger discount. Additionally, discounts do not double up if multiple category discounts are in place. For example, if you have both a storewide discount and a category discount, only the category discount will apply.
Category Level Discounts
To create a Category Level Discount, click Create one now.
Select the category by clicking this category (-- SELECT --). Enter the discount amount, then select whether it will be a price, percentage, or fixed discount. Also, choose whether it will apply to the main category or both the primary and subcategories. Note that you will not be able to set a value of $0 for price or percentage discounts.
Add or remove discounts by clicking the + or - button to the right of each discount.
Product Level Discounts
To create a Product Level Discount, click Create one now.
Select the product by clicking this product (-- SELECT --). In the pop-up that displays, search for a product by either selecting its category from the Search by Category list or typing its name in the Search by Product Name field.
After selecting the product, enter the discount amount and select whether it will be a price, percentage, or fixed discount. Note that you will not be able to set a value of $0 for price or percentage discounts.
To create a Storewide Discount, enter the discount amount and select whether it will be a price, percentage, or fixed discount.
Marketing Discounts Rules
In addition to the discounts already mentioned, customer groups can also be specified when creating cart level discounts. See Creating Cart-Level Discounts for more information.
Assigning Customers to Groups
Wholesale and Retail Customer Groups
Wholesale customers usually have access to products or bundles of products not available to retail customers, and they often have a discount on the products they buy. Both of these can be set up in BigCommerce using the Customer Groups feature.
To restrict wholesale products from retail customers, you will first need to create a category specifically for those products. Then, you will need to segment your customers so that only wholesale customers can view those products.
Make sure to leave All new customers should be added to this group unchecked. Don't forget to set up discounts that your Wholesale group may need.
After you have setup your wholesale products and customers, you then need to segment your retail customers so that they only see your retail products. You accomplish this by checking all categories except for the Wholesale category when creating your Retail group.
Don't forget to check All new customers should be added to this group.
Did you know? You can have any number of customer groups, each with access to view and purchase whichever product categories you specify. If you create a customer group with limited category visibility (i.e. not all categories are visible to the group), any new categories created after the fact will automatically be set to not-visible in that group.
The ability to have "member only" content is not a native feature of BigCommerce. However, the customer groups feature can be used to require customers to register for and log in to their accounts before they can access particular content. For example, if you sell exclusively to wholesalers and the general public is not able to order from your store without first signing up for an account.
You will first need to create a category which non-members and members who are not logged in can see, that provides them with instructions for accessing your content.
Next, you will need to create a customer group for anyone not signed into an account which restricts their access to the Sign In or Create an Account category. Finally, you will need to create a customer group which grants members access to view your products.
One thing to be mindful of is the All new customers should be added to this group setting.
If you leave this option enabled, any customer who signs up for an account on your store is automatically added to this group and will immediately gain access to the "member" content after signing up and logging in. This option requires no action on your part and is generally a better user experience for your customers.
If you leave this option unchecked, any customer who signs up for an account on your store will not be added to the "member" group. They will only gain access to the "member" content if a store administrator manually assigns them to the group. This option requires more work on your part to both check your store for any new customers and manually assign them to the group.
Be careful! If you choose to leave All new customers should be added to this group unchecked, we recommend adding new members to the Guest customer group by checking this box in your Guest customer group settings. If new customers are not assigned to a group, they will be able to view all content.