As an ecommerce website owner, it is essential to create a systematic approach to manage your customer base. One way to make this possible is by dividing them into groups with specific characteristics. This strategy will enable you to provide tailored services and marketing campaigns to specific sets of customers, making it a useful tool to enhance customer experience and sales.
Magento 2 offers a powerful tool that allows you to assign customers to different groups through its admin panel. This article will provide you with an in-depth guide on how to achieve that, step by step.
Table of Contents
Step 1: Log in to your Magento 2 admin panel
To get started, you need to log in to your Magento 2 admin panel. Once you log in, navigate to the "Customers" option on the admin menu and click on "All Customers," which will display a list of all registered customers.
Step 2: Select customers to assign to a group
Select the customers you want to assign to a particular group by clicking the checkbox next to their names. You can select as many customers as you want at once.
Step 3: Assign the selected customers to a group
After selecting your desired customers, click on the "Actions" dropdown menu and select the "Assign a Customer Group" option. This action will prompt a pop-up box that displays a list of available customer groups.
Step 4: Choose the group you want to assign customers to
Identify and select the customer group you want to assign the selected customers to from the list displayed in the pop-up box. You can select one or multiple groups, depending on your preference.
Step 5: Save the settings
After selecting your preferred customer group(s), click on the "Save" button to confirm the changes you just made. The system should process the command in seconds, and the assigned customers should appear in the selected group(s).
Step 6: Check customer groupings
To check if the grouping was successful, return to the "All Customers" page, and click on the "Filters" button at the top of the page. Then select your target customer group in the "Customer Group" dropdown menu and click on "Submit." The system should display a list of customers assigned to the selected group neatly.
Assigning customers to a group in Magento 2 is an easy process that requires minimal effort. It is an effective way to manage your customer base and customize your services to target specific customer groups. With the steps outlined above, you can quickly get started on grouping your customers and optimizing your business strategy for better customer experience and sales.