Customer Groups
Working with Customer Groups
Customer groups allow you to categorize your customers for targeted pricing, discounts, and organization.
What Are Customer Groups?
A customer group is a label you assign to one or more customers. Groups can represent wholesale buyers, VIP members, loyalty tiers, business customers, or any other segmentation relevant to your business.
Creating a Group
Navigate to Customers ā Groups and click Create Group. Enter a name for the group (e.g., "Wholesale", "VIP", "Gold Tier") and an optional description. Groups are visible only in the admin panel ā customers do not see their group assignments.
Assigning Customers to Groups
There are two ways to assign customers to groups:
- From the customer profile ā Open a customer's profile and select one or more groups from the Groups section.
- From the group page ā Open a group and use the member picker to add customers by searching their name or email.
A customer can belong to multiple groups simultaneously.
Using Groups with Discounts
When creating a discount, you can restrict it to specific customer groups. For example, create a "Wholesale 20%" discount that only applies to customers in the "Wholesale" group. The discount engine checks group membership during checkout and applies the discount only if the customer qualifies.
Group-Based Pricing
While Cartly does not currently support separate price lists per group, you can achieve group-based pricing through automatic discounts. Create a discount with no code required, restrict it to a customer group, and it applies automatically during checkout for qualifying customers.
Bulk Group Assignment
From the customer list, select multiple customers using the checkboxes and use the bulk action menu to add them to or remove them from a group. This is useful when onboarding a batch of wholesale buyers or updating loyalty tiers.
Removing Customers from Groups
Open the customer profile or the group member list and remove the assignment. Removing a customer from a group immediately revokes any group-specific discounts ā they will not apply on the customer's next checkout.