Setting Up Customer Groups

Create customer groups when you want to make price rules apply to specific groups of customers.

Go to Lists > Relationships > Groups > New.
To automatically update group membership based on saved search criteria, choose Dynamic. Otherwise, choose Static.
From the What kind of members would you like to include? list, select Customer.
Click Continue.
If you're creating a Dynamic Customer Group:
1. In the Name field, enter a name for this customer group.
2. From the list in the Saved Search field, select an existing Saved Search or New.
3. If you selected New, in the Create Group with Customer Search window, enter the details of the search. For more information, see Defining a Saved Search.
If you're creating a Static Customer Group:
1. In the Name field, enter a name for this customer group.
2. From the list in the Owner field, select an owner for this customer group.
3. In the Comments field, describe this customer group and if desired, click Clean up to polish your text.
4. (Optional) To restrict who can view or edit this group, you can either check the Restrict Group Editing to Owner box or make a selection from the Restrict To list.
5. On the Members subtab, select names individually or click Add Multiple.
6. Click Save.