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Manage Customer Groups in BoxNCase Partners Admin

Learn how to create and manage customer groups for effective customer segmentation. Use customer groups to organize customers by type, apply group-specific discounts, and target specific audiences with tailored promotions and pricing.

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Customer Group Benefits

Customer groups enable powerful segmentation strategies:

• Segment customers: Organize by VIP status, wholesale vs retail, geographic region, etc.
• Apply group-specific discounts: Create targeted promotions for different customer segments
• Add/remove group members: Easily manage group membership as customer status changes
• Manage metadata: Store additional group information for custom integrations

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Common Customer Group Examples

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VIP Customers

Create a VIP customer group to:

• Offer exclusive 10-15% discounts on all products
• Provide early access to new product launches
• Enable premium customer service and support

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Wholesale Customers

Set up wholesale groups for:

• Volume-based pricing and bulk discounts
• Special payment terms and credit arrangements
• Access to wholesale-only products and catalogs

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Regional Groups

Segment customers by location for:

• Location-specific promotions and shipping options
• Regional pricing and currency support
• Localized marketing campaigns and offers

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View List of Customer Groups

To view all customer groups, go to the Customers → Customer Groups page. From here, you can see a list, filter, and search through all customer groups.

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Create a Customer Group

To create a customer group:

1. Go to the 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.

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View Customer Group Details

To view the details of a customer group:

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

This opens the customer group’s details page.

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Edit a Customer Group

To edit a customer group:

1. Go to the customer group’s details page.
2. Click on the ⋯ icon at the top right of the first section.
3. Click on Edit in the dropdown.
4. In the side window that opens, you can edit the customer group’s name.
5. Once you’re done, click on the Save button.

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Manage Customers in a Group

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

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Add Customers to a Group

To add customers to a customer group:

1. Go to the customer group’s details page.
2. In the Customers section, click the Add button at the top right.
3. Check the customers you want to add to the group.
4. Once you’re done, click on the Save button.

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Remove a Customer from a Group

To remove customers from a customer group:

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

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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 about the customer group. To edit the customer group’s metadata:

1. Go to the customer group’s details page.
2. Click the ↗ icon at the right of the “Metadata” section.
3. In the side window that opens:
   • Manage the key-value pairs in the table.
   • To add a new row of key-value pairs before or after a row:
     • Hover over the row and click the ⋮ icon at its right.
     • Choose “Insert row above” or “Insert row below” from the dropdown.
   • To delete a row of key-value pairs:
     • Hover over the row and click the ⋮ icon at its right.
     • Choose “Delete row” from the dropdown.
4. Once you’re done, click the Save button.

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Delete Customer Group

Deleting a customer group is irreversible. It doesn’t delete the customers in the group. To delete a customer group:

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