Manage Customer Groups in Liqnic Admin

In this guide, you’ll learn how to create and manage customer groups.

Segment Customers with Customer Groups

A customer group is a way to segment your customers based on certain criteria. You can use customer groups to apply promotions or offer different pricing.

Examples:

• VIP customer group: offer 10% discount on all products.
• Wholesale customer group: offer discounted pricing for bulk orders.

View List of Customer Groups

To view all customer groups:

1. Go to Customers → Customer Groups page.
2. From here, you can see a list, filter, and search through all customer groups.

Create a Customer Group

To create a customer group:

1. Go to Customers → Customer Groups page.
2. Click the Create button.
3. In the form that opens, enter the customer group’s name.
4. Click the Create button.

View Customer Group Details

To view the details of a customer group:

1. Go to Customers → Customer Groups page.
2. Click on the group you want to view.

This opens the customer group’s details page.

Edit a Customer Group

To edit a customer group:

1. Go to the customer group’s details page.
2. Click on the ··· icon in the first section’s header.
3. Click Edit in the dropdown.
4. In the side window that opens, edit the customer group’s name.
5. Click Save when done.

Manage Customers in a Group

A customer group can have multiple customers. You can add or remove customers from a group.

Add Customers to a Group

1. Go to the customer group’s details page.
2. In the Customers section, click the Add button in the section’s header.
3. Check the customers you want to add to the group.
4. Click Save when done.

Remove Customers from a Group

1. Go to the customer group’s details page.
2. In the Customers section, check the customers you want to remove.
3. Either press R or click Remove at the bottom center of the page.
4. Confirm removing the customers by clicking Continue in the pop-up.

Edit Customer Group Metadata

Metadata is custom data that can be associated with the customer group in key-value pairs. This is usually used by developers for custom integrations or to store additional information.

To edit the customer group’s metadata:

1. Go to the customer group’s details page.
2. Click the icon in the Metadata section.
3. In the side window that opens:
   • Manage the key-value pairs in the table.
   • To add a new row before or after an existing row:
     • Hover over the row and click the icon at its end.
     • Choose Insert row above or Insert row below.
   • To delete a row:
     • Hover over the row and click the icon at its end.
     • Choose Delete row.
4. Click Save when done.

Delete Customer Group

Warning: Deleting a customer group is irreversible. It does not delete the customers in the group.

To delete a customer group:

1. Go to the customer group’s details page.
2. Click the icon in the first section’s header.
3. Choose Delete from the dropdown.
4. Confirm deleting the customer group by clicking Delete in the pop-up.