How To Manage Customer Groups In Magento 2

Managing customer groups in Magento 2 is an important aspect of running an online store. Customer groups allow you to create targeted marketing campaigns, offer special promotions, and set different pricing structures for specific groups of customers. In this guide, we’ll take a closer look at how to manage customer groups in Magento 2.

Creating Customer Groups

To start managing customer groups in Magento 2, you’ll need to create new groups. Here’s how to do it:

1. Go to Customers > Customer Groups from the admin panel.
2. Click on the "Add New Customer Group" button.
3. Enter the name of the group and select the Tax Class from the dropdown menu.
4. Click on the "Save" button.

You can create as many customer groups as you like, depending on your needs. Some common groups include wholesale customers, VIP customers, and registered users.

Managing Customer Group Prices

One of the main benefits of using customer groups is the ability to set different prices for different groups of customers. To manage customer group prices, follow these steps:

1. Go to Stores > Configuration > Customers > Customer Configuration from the admin panel.
2. Expand the “Catalog” section.
3. Set the “Enable Catalog Price Rule” option to “Yes.”
4. Click on the "Save Config" button.
5. Go to Marketing > Catalog Price Rule from the admin panel.
6. Click on the "Add New Rule" button.
7. Enter the rule information, including the name, description, customer group, and discount amount.
8. Click on the "Save and Apply" button.

You can create multiple catalog price rules for different customer groups, or offer different discounts to the same group based on specific products or product categories.

Creating Customer Segments

Another way to target specific customer groups is by creating customer segments. Customer segments are created based on a set of conditions, such as purchase history, cart contents, and location. Here’s how to create a customer segment:

1. Go to Customers > Segments from the admin panel.
2. Click on the "Create Segment" button.
3. Enter the segment information, including the name, condition, and value.
4. Click on the "Save" button.

Once you’ve created a customer segment, you can use it to create targeted marketing campaigns or offer special promotions to customers who meet the segment’s criteria.

Creating Customer Attributes

Magento 2 also allows you to create custom customer attributes, which can be used to collect additional information about your customers. Some examples of customer attributes include birthday, gender, and occupation. Here’s how to create a customer attribute:

1. Go to Stores > Attributes > Customer from the admin panel.
2. Click on the "Add New Attribute" button.
3. Enter the attribute information, including the name, input type, and values.
4. Click on the "Save Attribute" button.

Once you’ve created a customer attribute, you can use it to create more targeted marketing campaigns or offer personalized recommendations based on your customers’ preferences.

Conclusion

Managing customer groups in Magento 2 is an important part of running an online store. By creating customer groups, you can offer targeted promotions, set different pricing structures, and create more personalized shopping experiences for your customers. By following the steps outlined in this guide, you can start managing your customer groups and creating more effective marketing campaigns for your online store.