5 Steps to Create Customer Groups
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
- Step 2: Select Save search
- Step 3: Type the name for your search result
- Step 4: Create customer groups
- Step 5: Choose Save
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
Step 2: Select Save search
Save search on the right of the page.
Step 3: Type the name for your search result
Then, type the name for your search result to continue.
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.
Step 5: Choose Save
Don’t forget to choose
Save to save your search and at the same time, create a new customer group.
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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