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Customer groups are lists of customers. Customer groups can be used with Modular Mailer to send out emails, the Event Engine, and much more. The Customer Group Editor is used create and edit customer groups for the store.
To create a new customer group:
- Go to Customers > Add a Customer Group.
- Input a Customer Group Name. Required.
- Complete the various fields to configure the group. Those fields are discussed in detail below.
- Click the Save Changes button.
To edit an existing customer group:
- Go to Customers > Search Customer Groups.
- Click the SID number or
 icon associated with the customer group.
- Make the desired edits to the customer group.
- Click Save Changes when finished.
Customer Group Options
Group Name
Input a name for the Customer Group.
Is this Customer Group Active?
Select whether or not the customer group is active. Inactive groups will not be eligible for use with Modular Mailer, the Event Engine or other store functions.
Only Active Customers
Use this selection to determine if active customers only are eligible for the group, or whether inactive customers will also be eligible.
Description
A description for store administrators can be optionally added to the customer group.
How to apply rules below
Select match ALL of the rules below to designate that all of the group rules must all be met for customers to be added to the group. Select match ANY of the rules below to designate that customers will be added to the group if any of the rules are met.
Add a Rule to this Customer Group
Rule Type
After the Rule Type has been selected, additional options will be available in the Rule Details section.
Customer Account
This option uses the customer account as the evaluation criteria.
Order History
This option uses the customers' order histories as the evaluation criteria.
Subscriptions
This option uses the customers' subscriptions as the evaluation criteria.
Rule Details
Once one of the 3 options above is selected in the Rule Type menu, additional choices to complete the customer group will be available.
Customer Group Notes
Notes
Notes are hidden and displayed to store administrators only.
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