Manage Customer Groups in Commert Admin

In this guide, you’ll learn how to create and manage customer groups.

​

Segment Customers with Customer Groups

A customer group is a way to segment your customers based on certain criteria. You can use customer groups to apply promotions or offer different pricing. For example, you can create a VIP customer group and offer them a 10% discount on all products. You can also create a wholesale customer group and offer them products at a discounted price for large orders.

​

View List of Customer Groups

To view all customer groups, go to the Customers → Customer Groups page. From here, you can see a list, filter, and search through all customer groups.

---

​

Create a Customer Group

To create a customer group:

1. Go to the Customers → Customer Groups page.
2. Click the Create button.
3. In the form that opens, enter the customer group’s name.
4. Click the Create button.

---

​

View Customer Group Details

To view the details of a customer group:

1. Go to the Customers → Customer Groups page.
2. Click on the group you want to view.

This opens the customer group’s details page.

---

​

Edit a Customer Group

To edit a customer group:

1. Go to the customer group’s details page.
2. Click on the icon at the top right of the first section.
3. Click on Edit in the dropdown.
4. In the side window that opens, you can edit the customer group’s name.
5. Once you’re done, click on the Save button.

---

​

Manage Customers in a Group

A customer group can have multiple customers. You can add or remove customers from a customer group.

​

Add Customers to a Group

To add customers to a customer group:

1. Go to the customer group’s details page.
2. In the Customers section, click the Add button at the top right.
3. Check the customers you want to add to the group.
4. Once you’re done, click on the Save button.

​

Remove a Customer from a Group

To remove customers from a customer group:

1. Go to the customer group’s details page.
2. In the Customers section, check the customers you want to remove from the group.
3. Once you’re done, either press R or click Remove at the bottom center of the page.
4. Confirm removing the customers by clicking the Continue button in the pop-up.

---

​

Edit Customer Group Metadata

Metadata is custom data that can be associated with the customer group in key-value pairs. This is usually used by developers for custom integrations or to store additional information about the customer group. To edit the customer group’s metadata:

1. Go to the customer group’s details page.
2. Click the icon at the right of the “Metadata” section.
3. In the side window that opens:
   • Manage the key-value pairs in the table.
   • To add a new row of key-value pairs before or after a row:
     • Hover over the row and click the icon at its right.
     • Choose “Insert row above” or “Insert row below” from the dropdown.
   • To delete a row of key-value pairs:
     • Hover over the row and click the icon at its right.
     • Choose “Delete row” from the dropdown.
4. Once you’re done, click the Save button.

---

​

Delete Customer Group

To delete a customer group:

1. Go to the customer group’s details page.
2. Click the icon at the top right of the first section.
3. Choose Delete from the dropdown.
4. Confirm deleting the customer group by clicking the Delete button in the pop-up.