Customer Groups in Magento 2

Customer Groups in Magento 2

To begin with, let's understand the definition of "customer groups" in Magento 2. In simple terms, it's built-in functionality that allows you to customize your website and its interface. Dividing buyers into segments is a very useful feature. Via this feature, you can make different discounts and customize taxes for different groups.

How beneficial is this functionality? The answer is quite straightforward; you can better manage what your buyer can see on your website. You free yourself from manually configuring this aspect by trusting this work to the platform by binding clients to various groups. Basically, this separation method is very common in Business to Business and Business to Customer trading.

How powerful is this tool?

There are a lot of things that become available to you using the distribution of your customers in certain groups. Let's pretend that you've decided to limit some goods to a specific customer segment. Or vice versa, you can make some goods visible to a very narrow category of buyers. This is convenient enough if you come up with an idea to organize special VIP offers.

Or let's assume a different scenario. You urgently need to organize another way of delivering goods to several buyers and, at the same time, make a non-standard way of pay for them. This is very easy if you distribute all this among customer groups. Various little options like individual messages, etc. are also available to you via customer groups. If you look at the whole picture, the possibilities of customization are almost endless, and your buyers will thank you because their shopping experience will become more enjoyable.

Built-in customer groups in Magento 2

Let's look at how built-in Magento 2 customer groups work. Initially, you've got 4 groups at your disposal. You can distribute your buyers between several of them: "General", "Not Logged In", "Retailer", and "Wholesale". Newcomer buyers that created their accounts will set into the "General" group. To pick another default group, just go to the administrator settings:

  1. Go to "Stores", then enter "Configuration".
  2. Click on "Customers" and pick a "Customer configuration".
  3. Via the "Create New Account" section, select a different default group.

Simple enough, right? But what if you decide to establish a completely new group? You can do this quite easily and fast.

New group creation

  1. Through the administrator panel, find "Customers" and, after that, pick a "Customer Groups".
  2. Using "Add New Customer Group", come up with a name for it and pick the right taxes.
  3. You can save your creation through "Save Customer Group".

You've established a group of clients. It's about time to appoint your buyers to it.

Customer Groups in Magento 2

How to append a buyer to the desired group?

In case your client is registered on your website, it would be wise to attach him to a determined group through administrator settings. To do this right, just enter the "Customers" and after that, go to the "All Customers". Click on "Actions" and go to the "Assign a Customer Group" and then bind your clients to various groups. But keep in mind that "Not Logged In" is created only for unregistered users, so you can't link anyone to it.

Group pricing option and its importance

With this functionality, you can customize discounts on different goods and services and attach it to a determined group of buyers (or several groups). This would come in handy if you decided to advertise your goods and increase conversion. Now it's about time to discuss how to set it up.

  1. Select a product and enter edit mode using the administrator settings. Under the price, choose an "Advanced Pricing" option.
  2. Choose "Add" in the "Customer Group Price".

When it's done, you will see many fields to tune and rely on your needs. Just choose a group, select an appropriate price variation (in our case, we need a discount), and choose the "Done" button. After all these steps, you've got a product with a specific price bonded to it, and this discount will be displayed for a determined client segment.

This is where the power of this tool in Magento 2 ends. Despite this, all these functions are very useful, and via them, you can flexibly set up your website and automate some routine processes. And the most important thing is that you can provide your customers with the perfect shopping experience, thereby making your buyers satisfied. And that's all for now. If you have questions related to Magento 2, feel free to write to us, and our Team of Magento 2 Developers and they will advise you on all your questions.

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