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5 Steps to Create Customer Groups on Shopify

Last updated: May 01, 2024
This article has been written and researched by our expert Avada through a precise methodology. Learn more about our methodology





Creating customer groups will come in handy when you want to manage your customers effectively. For instance, you may have a group of loyal customers, so you want to reward them by giving them discounts and good deals or even set up a proper loyalty program for them. There’s a good chance that you also have some new customers, and what you want to do to this group is build relationships with them, send them emails, giving them value before you try to promote any of your products. For that reason, in this post I’m going to show you how to create customer groups on Shopify.

How to create customer groups on Shopify

Step 1: Search or filter customer list

First, you can search for customers or you can filter your customer list by clicking Filters. There are lots of options for you to choose from. For example, when we filter with tagged with and add facebook, customers using the tag facebook will appear.

how create customer groups

how create customer groups

Next, choose Save search on the right of the page.

how create customer groups

Step 3: Type the name for your search result

Then, type the name for your search result to continue.

how create customer groups

Step 4: Create customer groups

You can choose to save a search under the two option which is save as a new group or just overwrite an existing save search.

how create customer groups

Step 5: Choose Save

Don’t forget to choose Save to save your search and at the same time, create a new customer group.

how create customer groups

One thing you should remember is that customer groups can be automatically updated, therefore, customers can be added or deleted from their group, which depends on the filters or search terms used to make the customer group.


A group of the customer can be easily created on Shopify to help you manage your customers. I hope my post on how to create customer groups on Shopify has been helpful to you. It’s not a hard thing to do, but if done properly your marketing will be way more effective. If you’re a Shopify store owner and you want to know more about ways to run your store better, check out our tutorials.

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Sam Nguyen is the CEO and founder of Avada Commerce, an e-commerce solution provider headquartered in Singapore. He is an expert on the Shopify e-commerce platform for online stores and retail point-of-sale systems. Sam loves talking about e-commerce and he aims to help over a million online businesses grow and thrive.

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