How to add a customer to a group

Adding customers to groups

Groups can be used to segment your customer registry for filtering, messaging, invoicing, and pricing purposes. There are several ways to add customers to groups.

From the customer profile

1. Go to Customers and open the customer’s profile.
2. Find the Groups section on the profile.
3. Click the add button to add the customer to a group.
4. Select the group from the list and confirm.

From the customer list (bulk)

1. Go to Customers.
2. Use the filters to find the customers you want to add.
3. Select the customers (tick the checkboxes).
4. Click Select action > Add to group.
5. Choose one or more groups.
6. Confirm to add all selected customers to the chosen groups.

Removing customers from groups

From the customer profile

Open the customer’s profile, find the group, and click the remove button.

From the customer list (bulk)

1. Go to Customers.
2. Select the customers you want to remove from a group.
3. Click Select action > Remove from group.
4. Choose the groups to remove from and confirm.