Customer Groups Configuration

Overview

Customer groups can be created to help organize and filter your customer list. This article explains how to create and manage customer groups and how to add customers to them.

Create and Manage Customer Groups

To create a customer group:

1. Go to Customers > Customer Groups > Click the Add icon at the lower-right corner.
2. Enter Customer Group Name > Create.

To manage customer groups:

1. From the Customer Group page, select a group > Click the Action icon > Select Delete to delete a group.
2. You can also click the ID to access the Customer Details page and view and edit a group’s information.

Add Customers to Groups

You can add customers to groups individually or in bulk. Read more about customers in the Customer Accounts Configuration article.

Individually

To add individually, the customer account must already be created.

To add a customer:

1. Go to Customers > Customer Groups > Open a group.
2. In the Customers panel, click the Plus icon to add a customer.
3. In the pop-up window, search for customers, check the one(s) you want to add, and click Add Selected.

Alternatively, you can add customers from the Customer Details page. To do so, click Edit, and from the Customer Groups panel, click the Add icon. From the pop-up window, you can add the customer to an existing group or create a new group.

Alternatively, on the Manage Customers page, check your customers and select the action Add to Group. From there, you can add a customer to an existing group or create a new group.

In Bulk

To add new or existing customers to a group in bulk:

1. Go to Customers > Tools > Import Customers.
2. Select a File Type > Click the Download icon to download a template file.
3. Enter the appropriate group name into the column UserGroupName. The group name must exist in Sellercloud beforehand.
4. Save the file.
5. In Sellercloud’s File field, select the file, and click Import.