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How to Create Customer Groups on Shopify

Last modified: December 2, 2021

How to Create Customer Groups on Shopify
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Customer groups are a great way that you can manage your customers effectively. Customer groups can be collected together based on behaviors and attributes that make them all have something in common. For example, you might have a group of customers who are very loyal to you. Or you could have a group of customers who prefer to make a purchase of a certain amount.

By grouping customers together you can manage that group by sending them deals that are more relevant for them. For instance, if you have a group of customers who only buy mens clothes, then you can send them content that only relates to mens clothes.

This kind of store management is really good for your revenues. The more relevance you can provide your customers, the better your relationship with customers will be. It can lead to better open rates of email marketing campaigns, more click-through rates and more conversions. Therefore, you can expect to be earning more from your email marketing campaigns.

Considering that past customers are always cheaper and more profitable to sell to, grouping customers on Shopify is only a positive step. So here is how to group them.

Step 1: Log in

Log into your Shopify website with your user credentials.

Step 2: Customer List

Go to the ‘Customers’ tab that is located in the left-hand menu of your admin area.

Step 3: Filter

Now you can filter your customers to find all the customers with certain criteria. There are lots of options that you can choose without inputting any new data yourself. For instance, you can choose those that are connected with Facebook.

Once you’ve selected the criteria, all the customers with those attributes should appear.

Step 4: Save

Now you can click on the ‘Save Search’ option that is located on the right of the page. You should enter the name of the search result to continue. Make it something memorable.

You can save the search under two options available. The first is a new group or you can overwrite an existing save search. Remember that you have to save the search otherwise, you won’t create the new customer group.

All customers groups are automatically updated. So, if you have customers who’ve made repeated purchases but have now gone, then they will be automatically deleted from the group. In addition, if a new customer is falling into your search criteria, they will be added to that customer group.

Final Word: How to Create Customer Groups on Shopify

When it comes to creating customer groups on Shopify, there is an easy process. This will help you grow revenues on your store and improve profitability. Use the steps above to help you. Or you can use many apps to help you manage your customers, such as this one here.

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