How to Create Customer Groups on Shopify

In the process of managing an online store, classifying and understanding customers is crucial for optimizing business operations and enhancing shopping experiences. Creating customer groups not only helps you devise more effective marketing strategies but also strengthens security and precise customer service management.

Shopify, a popular ecommerce platform, offers the Customer Groups feature to easily manage and segment customers based on specific criteria.

In this article, we will guide you through the detailed process of creating, managing, and deleting customer groups on Shopify, while explaining the importance of using this feature for the development of your online store.

Why do you need to create Customer Groups on Shopify?

Creating customer groups on Shopify brings several important benefits to your business. Here are some reasons why you should consider this:

• Customer Segmentation: By creating customer groups, you can categorize customers based on criteria such as purchase history, spending levels, or other demographics. This helps you gain a clearer understanding of your customers and devise appropriate marketing strategies.

• Customized Offers: With clearly segmented customer groups, you can easily design promotions, discounts, or special offers tailored to each group. This not only enhances customer experience but also boosts sales.

• Improved Customer Service: Understanding the needs and behaviors of each customer group allows you to provide better support services. You can quickly address issues and queries more efficiently.

• Enhanced Marketing Strategies: By sending customized marketing messages to each customer group, you increase interaction and conversion rates. Email marketing campaigns, online advertising, and other marketing activities become more effective when targeted accurately.

How to create customer groups on Shopify

If you’re a Shopify user, creating customer groups is straightforward as Shopify supports this feature across all subscription plans.

Creating customer groups on Shopify can be done through the following steps:

1. From the Shopify admin > Customers > Add filter.

1. Choose Filter and select the search criteria for the group you want to create, then click Apply.

1. Click on Save segment, give your segment a name, and click Save to save your customer group based on the search results.

And that’s it! You have successfully created customer groups on Shopify. To delete a group, simply select the customer group you want to remove and click Delete.

How to remove customers from a customer group on Shopify?

Customer groups are updated automatically based on the search terms or filters used to create the group. However, store owners cannot manually assign customers to specific groups.

To do this, you need to add tags for each customer. Similarly, when you want to remove a customer from a group, you must remove the tags that assign that customer to the corresponding group.

Conclusion

Creating and managing customer groups on Shopify not only helps you classify and understand your customers better but also creates opportunities to customize and optimize marketing campaigns, improve customer service, and increase sales.

By following these simple steps, you can easily create customer groups that align with your business needs and strategies. If you encounter any difficulties during the process, feel free to contact our support team for assistance.

Wishing you success!