Manage Customers and Customer Groups

Managing customers and categorising them into groups helps to streamline the promotion and sales process and provide your customers with a better service. Follow the steps given below to manage customers and customer groups at your Shop on Cloud.

Step 1 - Log in to your ShopOnCloud admin account.

Step 2 - Click on the “Settings” section.

Step 3 - Click on “Customer groups” under the settings section.

Step 4 - Click the “+” at the right-top corner to add a new group.

Step 5 - Type down the “Group name” and click “Submit”.This group name will be only displayed to you in the user console.

Step 6 - Click the “Customers” section on the left side menu.

Step 7 - Click the “Edit” icon on the right corner of the relevant customer’s details.

Step 8 - “Select the group” that customer belongs to.

Step 9 - Click on “Submit” to save the changes.

Once you have successfully updated your customer groups, you will be able to identify your frequent customers and even provide them with special offers.