Customer Groups in Magento 2 is a feature that allows you to separate your customers into groups and set various discounts, exchange different information, and build different custom rules for them. It boosts your store’s efficiency and helps you to give a more tailored experience for your site visitors. 

This article will guide you on how to set up customer groups in Magento 2, assign a customer to a customer group, and utilize the different customer groups in your business.

STEP 1:

To start the process to set up customer groups in Magento 2, go to Customers > Customer Groups and then click the Add New Customer Group option.

Then, secondly, name the customer group.

Select the Tax Class to which clients in this customer group belong. The entire tax amount will then be computed depending on the client, product class, and tax laws.

Note: Please keep in mind that you can learn how to build customer tax classes in the Magento tax settings.

After that, make sure to Save the new Customer Group.

Assign Customer to Customer Groups

Customers may be assigned to customer groups in Magento 2 by following either of the two available ways: the Grid and the Edit Page.

Assign Customer from Grid:

– Navigate to Customers > All Customers and check the customer you want to assign to the customer group in the grid.

– In the Actions box, select Attach a Customer Group and then select the customer group to which you wish to assign a customer.

– Confirm that you wish to add a specific client to a customer group.

The customer you chose should now be allocated to one of the customer groups in Magento 2. However, there is another way with which to do it.

Assign Customer from Customer Edit Page:

– Select a customer to assign to the customer group by going to Customers > All Customers and clicking the Edit button.

– Navigate to the Customer Account Information area and choose the customer group to which you want customers assigned from the Group selection.

– Click the “Save Customer” option at the top right corner.

Setting customer group pricing in Magento 2:

Magento has two comparable features for setting differential prices – catalogue rules and group pricings – and both can provide similar outcomes. So, how do you decide which to use in this or that situation? Lets break it down:

It is better to apply catalogue rules to entire product categories or the entire shop. While on the other hand, group price is more beneficial when applied per product and for a specific set of clients.

– Go to Catalogue > Products 

– Open the Edit mode for the product for which you wish to create a tiered price.

– Below the Price section, click the Advanced Pricing caption.

– Fill in the mentioned sections i.e. Special Price, Cost, Special Price From (the date range special price is valid), Website and Customer group to whom the promotion will apply Manufacturer’s Suggested Retail Price, Display Actual Price.

When done, click “done” in the top right corner. 

How to use Customer Groups in Magento 2:

As previously said, in order to get the most out of your Magento 2 store, you must target the correct audience with the relevant messaging and offers. So, the first step is to divide your customers into customer groups.

There are several areas where you may use the customer groups in Magento 2 functionality. Let’s find out what it is.

Customer Group Price Rules:

Tier Price is a feature of customer groups in Magento 2 that enables you to create customer group discounts based on the amount of goods purchased. It pushes clients to buy more in order to receive a discount.

CMS Block Display Restrictions:

CMS blocks are commonly used to provide a discount or to provide essential information with your clients. However, not all deals will be as appealing to one group of clients as they are to another.

As a result, you may configure the CMS blocks and pages’ display rules and specify which customer groups will see them.

Cart Price Rules:

Cart Price Rules are used in Magento 2 to give discounts to clients depending on certain situations. Customer Group is one of the options available when defining the cart price rule.

Even if some consumers meet the parameters of the cart price rule, they will not be eligible for the discount since it is only available to a certain customer group.

And that’s not the end of it. Customer groups are utilized with a variety of additional custom rules and extensions to give a more tailored customer experience.

So, to summarize, it is critical to separate clients into groups since, in addition to everything described above, it helps you target the proper audience with the right information or offers.This blog aimed to help you achieve your target in terms of customer grouping. It is a step-by-step guide on how to set up customer groups in Magento 2. To learn more about Magento 2 and its related functions and shortcuts, click here: <link>