How do I create customer groups?

  • 0
  • 1
  • Question
  • Updated 5 years ago
  • Doesn't Need an Answer
Archived and Closed

This conversation is no longer open for comments or replies and is no longer visible to community members. The community moderator provided the following reason for archiving: Archived

Customer groups allow you to assign discounts and restrict access to web pages based on which group a customer belongs to, such as Retail Customers, Wholesale Customers, etc.
You can create a customer group by following a few simple steps:

1. Log in to your BigCommerce control panel

2. Go to Customers >> Customer Groups



3. Click on "Create a Customer Group"



Options within the Customer Group creation screen

Name - This is just a reference name for this specific customer group. It is not customer-facing.



Access - With these options, you can manually specify viewing permissions for customers within this group. This means you can pick and choose which categories the customers in this group are allowed to view on your website. By default, Customer Groups give viewing permissions for everything in your store. If you uncheck this option, you will get a list of categories, and you can then pick the specific categories that customers in this group are allowed to view:



The option for "All new customers should be added to this group" is unchecked by default. If you enable this option, then whenever a customer creates an account on your store, whether they sign up manually, or purchase something from your store, they will be added to this Customer Group automatically.



Category Level Discounts - In this section you can set discounts that only apply for customers in this group. If you click on "Create one Now", it will add a row for you to specify the discount rules



You just click on the "this Category (none selected)" link to specify for which category you want the discount:



Now, you just need to select the type of discount you want to offer. Once you select this, your last option is whether you want this discount to apply to products only in this immediate category, or products in both the immedaite category and its subcategories.

To add more discount rules, simply click on the green plus sign on the right hand side of the rule. To delete the rule, you just click on the red minus sign.



Product Level Discounts and Storewide Discounts - These work exactly the same as the category level discounts, except that Product Level Discounts are specific to only one product, and Storewide Discounts are applied to all products in the store.



Note: As a reminder, these discounts that you are setting up will only be applied when a customer is logged into your store, and they have been placed into this specific customer group.
Photo of Mike F.

Mike F., Alum

  • 184,368 Points 100k badge 2x thumb

Posted 5 years ago

  • 0
  • 1
Photo of Nicole1424

Nicole1424

  • 446 Points 250 badge 2x thumb
Hi Mike,

I am working on my customer groups right now, and have a level where certain products are discounted. I added the products that are discounted, and then when I click "Save" it always deletes the first product in line and tells me that the field is empty... so its not letting me save any of my work. I've tried removing the product completely, but it just does it to the next product in line. I cant figure out why... Can you shed light on this?

Also, Is there a way to upload this info in batches with a spreadsheet (like we can do with products in storefront?)
Photo of Nicole1424

Nicole1424

  • 446 Points 250 badge 2x thumb
Hello, I am still awaiting an answer on the question above...
Photo of Mike F.

Mike F., Alum

  • 184,368 Points 100k badge 2x thumb
Hi Nicole1424, I have done some research on this and have a little information that I'll be emailing you.

Mike

This conversation is no longer open for comments or replies.