Customer tiers are an effective way to organize your customers into different groups based on their behaviors and preferences. Magento 2 offers an easy and flexible method to assign customers into different tiers based on their loyalty and purchasing history. This helps to incentivize their loyalty, increase engagement, and improve customer retention.
In this article, we will discuss the steps you need to follow to create custom customer tiers in Magento 2.
Table of Contents
Step 1: Log in to Magento Admin
To access and create custom customer tiers, you need to log in to your Magento admin panel. From there, navigate to the Customers > Customer Groups.
Step 2: Add a New Customer Group
The default customer groups in Magento 2 are General Not Logged In, Wholesale, and Retailer. You can create a new custom group by clicking on the "Add New Group" button.
Step 3: Fill in Customer Group Information
After clicking the "Add New Group" button, a new page will appear prompting you to enter the customer group information. Here, you need to add the following details:
Name: This is the name of the customer group. Choose a name that is easy to remember and identifies the type of customers in the group.
Tax class: Assign a tax class for the customer group.
Description: Provide a brief description of the purpose of the customer group.
Code: This is an optional field, but you can add a code to identify the customer group.
Minimum order amount: Set the minimum order amount that members of this customer group must meet.
Discount: Assign a discount percentage or amount for the customer group.
Of all these details, the name, tax class, and description are mandatory.
Step 4: Save the New Customer Group
Once you are done filling in the information, click on the "Save Customer Group" button to create the new customer group. You can adjust the group settings later by editing the customer group.
Step 5: Manage Customers in the New Customer Group
To add customers to the new customer group, you need to navigate to Customers > All Customers. Search for the customer that you want to assign to the new group and click on the "Edit" button.
In the customer information page, click on the Account Information tab and select the customer group from the "Customer Group" dropdown list. Once you have selected the new customer group, click on the "Save Customer" button to add the customer to the group.
Step 6: Assign Catalog Price Rules
To incentivize customers in the new customer group, you can set up catalog price rules for them. Navigate to Marketing > Catalog Price Rule and click on the "Add New Rule" button.
Fill in the required details such as the rule name, description, and websites. Then, select the new customer group from the "Customer Group" dropdown list. Finally, set the conditions for the rule and assign discounts.
Conclusion
Creating custom customer tiers in Magento 2 is an effective way to retain customers and increase their loyalty. By setting up different customer tiers and assigning incentives for each tier, you can reward loyal customers and encourage them to continue doing business with you. Good luck!