Setting up Customer Groups

Customer groups allow you to organize your customers, give them discounts, and/or restrict access to specific product categories. They are commonly used for:

 

This feature (advanced customer segmentation) is available on select BigCommerce plans.

Creating Customer Groups

1. Go to CustomersCustomer Groups, then click Create a Customer Group.

Create a Customer Group button highlighted on the Customer Groups screen

2. Enter a Group Name. This is for your purposes only, and will not be visible to your customers.

3. Configure the Group Access settings.

  • 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.

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.

By unchecking "Customers in this group can see products in all categories", you can choose which categories a customer group can see. Click the + button to the left of a category to see it's subcategories / child categories.

4. Save your changes.

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.

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.

Category Level Discounts

1. In the Category Level Discounts section, click Create one now.

2. Click this category ().

3. Select a category from the pop-up and click Select.

4. In the field to the right of "group members receive a", enter the discount amount. You may not use negative numbers.

5. Select whether the discount is a Price Discount, Percentage Discount, or a Fixed Price discount.

  • Price Discount — discounts all products in the category by the specified dollar amount
  • Percentage Discount — discounts all products in the category by the specified percentage
  • Fixed Price — sets the price of all products in the category to the specified dollar amount

6. Select whether the discount should apply to products in this category only or to products in this category and its subcategories.

Add or remove category level discounts by clicking the + or - button to the right of each discount.

Product Level Discounts

1. In the Product Level Discounts section, click Create one now.

2. Click this product ().

3. 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.

4. Select the product from the list that displays, then click the Select button.

5. In the field to the right of "group members receive a", enter the discount amount. You may not use negative numbers.

6. Select whether the discount is a Price Discount, Percentage Discount, or a Fixed Price discount.

  • Price Discount — discounts the product by the specified dollar amount
  • Percentage Discount — discounts the product by the specified percentage
  • Fixed Price — sets the price of the product to the specified dollar amount

Add or remove product level discounts by clicking the + or - button to the right of each discount.

Storewide Discounts

1. In the Storewide Discounts section, enter the discount amount in the field to the right of "Group Discount".

2. Select whether the storewide discount is a Price Discount, Percentage Discount, or a Fixed Price discount.

  • Price Discount — discounts all products in the store by the specified dollar amount
  • Percentage Discount — discounts all products in the store by the specified percentage
  • Fixed Price — sets the price of all products in the store to the specified dollar amount

Customer Group for Guests

After creating your customer groups, you'll want to be sure to set a customer group for guests. A guest is anyone browsing your store who is not logged in to an account.

1. Go to CustomersCustomer Groups.

2. Select a group from the Customer Group for Guests drop down.

The Customer Group for Guests dropdown selector is at the top of the Customer Groups screen

Assigning Customers to Groups

1. Go to CustomersView Customers.

2. Select a customer group from the Group drop down list. You change will be saved automatically.

The customer group dropdown selector is to the right of the customers name, under the "Group" column

 

Need to update customers in bulk? Customer groups can also be assigned via a CSV import.

Deleting Customer Groups

To delete a customer group, go to CustomersCustomer Groups. Check the box next to the customer group(s) you wish to delete. Click the delete button (trash can button), then click Ok in the confirmation pop-up.

Checkbox next to a customer's name and the delete button (trashcan icon) highlighted on the View Customers screen

Any customers in the selected group(s) will no longer belong to those groups and as such will not see the discounted prices and web pages the group was configured for.

Customer Group Reporting

You can see the customer group of an order by performing an order export. This is useful for determining the percentage of orders coming from a particular group.

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