How To Create Customer Groups in Shopify – Easy to Follow Guide

Customer segmentation in Shopify is essential to make the most out of your marketing & sales efforts.

The reason is: not all customers are the same!

Your online store may have loyal customers with regular orders, who deserve the loyalty bonus! And also the fresh newbies, who are just exploring your store. Grouping the customers on the basis of various criteria can help you easily manage the customers, and run more effective campaigns.

Creating customer groups in Shopify can benefit your business in a number of ways, which include:

• Effective Customer Management
• Personalized Marketing
• Better Customer Loyalty Programs

In this micro post, I am going to show how to create customer groups in Shopify.

Table of contents

• How to Create Shopify Customer Groups?
  • Step 1: Expand Editor
  • Step 2: Apply Filter
  • Step 3: Save the Segment
• Conclusion

How to Create Shopify Customer Groups?

Shopify supports creating customer segments in the backend based on various filters.

You can change the customer segment for the list by clicking on the Customer Segment: drop-down menu above the list. The all customers is selected by default, which lists all the customers in the store.

You can also find other pre-defined customer segment filters such as email subscribers, customers with multiple purchases, etc.

Furthermore, Shopify allows merchants to create custom groups (segments) based on filters.

Let’s see how Shopify customer segmentation works!

Suppose you want to create a customer group that lists all the customers with a total amount spent of more than $200, you can follow these steps for that:

Step 1: Expand Editor

First of all, click on the Show Editor option on the top-right side of the customer list.

Step 2: Apply Filter

Now, a query box will appear on the screen, where you can create a custom filter or choose from a template.

In this example, we want to get a list of customers with a total amount spent of more than 200, so we’ll use the following query:

amount_spent > 200

and hit the Apply button. (You can click use the default Filters & templates to create customer groups as per your requirement)

This will list all the customers with a total amount spent of over $200.

Step 3: Save the Segment

Finally, click on the Save Segment button and enter a name for the customer group.

You’ve successfully created a customer group (segment) in Shopify! 🤩

Now, you’ll be easily able to apply this filter by selecting the saved segment on the customer list!

Remember, the Shopify segments work on the filter and it will automatically include or exclude the customers based on the criteria. Therefore, you are not required to add/remove customers manually after you create customer groups in Shopify.

If you want to create a customer group manually on your own, you can use the customer tags functionality. Just add the tags to the customers and create customer groups in Shopify by using the tag filter.

It’s as easy as that!

Conclusion

Creating and saving customer segments in Shopify is easy and straightforward, thanks to its intuitive interface. You can follow the step-wise method provided above to create customer groups in Shopify for better management of your business.

More Shopify resources for you:

• How to Add or Change Favicon in Shopify
• How to Set Compare at Price in Shopify

Thanks for reading! Comment down your Shopify hurdles, I’ll try to solve them..:)