docs: added user guide for customer groups (#2364)

This commit is contained in:
Shahed Nasser
2022-10-05 17:39:40 +03:00
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# Manage Customer Groups
:::note
This guide is coming soon.
:::
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# Manage Customer Groups
In this document, youll learn how to manage customer groups, including customers in these groups.
## Create a Customer Group
To create a customer group:
1. Go to the Customers page.
2. Choose the Groups headline.
3. Click on the New Group button.
4. In the new window that opens:
1. Enter a title for the group.
2. Optionally, to add metadata:
1. Click on the Add Metadata button.
2. Enter a value for the Key and Value Fields.
3. To remove a metadata field, click on the <UiIcon lightIcon="https://i.imgur.com/7hztVhj.png" darkIcon="https://i.imgur.com/1yp4PNt.png" alt="trash" /> icon.
5. Once youre done, click on the Publish Group button.
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## View Customer Group Details
To view the details of a customer group:
1. Go to the Customers page.
2. Choose the Groups headline.
3. Click on the name of the group you want to view.
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## Edit a Customer Group
To edit a customer group:
1. Go to the customer groups details page.
2. Click on the <UiIcon lightIcon="https://i.imgur.com/1ordBC6.png" darkIcon="https://i.imgur.com/dSwWYBH.png" alt="three dots" /> icon at the right of the groups name.
3. Click on Edit in the dropdown.
4. In the new window that opens:
1. You can change the title and existing metadata of the group.
2. To add metadata:
1. Click on the Add Metadata button.
2. Enter a value for the Key and Value Fields.
3. To remove metadata click on the <UiIcon lightIcon="https://i.imgur.com/7hztVhj.png" darkIcon="https://i.imgur.com/1yp4PNt.png" alt="trash" /> icon.
5. Once youre done, click on the Edit Group button.
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## Manage Customers in a Group
### View List of Customers in a Group
To view the list of customers in a customer group:
1. Go to the customer groups details page.
2. Scroll to the Customers section. Youll find all customers that belong to this customer group in this section if there are any.
### Add Customers to a Group
To add customers to a customer group:
1. Go to the customer groups details page.
2. Click on the “Edit customers” button at the top right of the Customers section.
3. Check the box next to every customer you want to add to the group.
4. Click on the Save button.
### Remove a Customer from a Group
:::info
Removing customers from a customer group doesn't remove the customers from your store.
:::
To remove customers from a customer group:
1. Go to the customer groups details page.
2. In the Customer section, click on the <UiIcon lightIcon="https://i.imgur.com/1ordBC6.png" darkIcon="https://i.imgur.com/dSwWYBH.png" alt="three dots" /> icon next to the customer you want to remove from the group.
3. Click on “Delete from the Group” from the dropdown.
### Remove Multiple Customers from a Group
:::info
Removing customers from a customer group doesn't remove the customers from your store.
:::
To remove more than one customer from a customer group at the same time:
1. Go to the customer groups details page.
2. Click on the “Edit customers” button at the top right of the Customers section.
3. Uncheck the box next to every customer you want to remove from the group.
4. Click on the Save button.
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## Delete Customer Group
:::warning
Deleting a customer group cannot be undone.
:::
To delete a customer group:
1. Go to the customer groups details page.
2. Click on the <UiIcon lightIcon="https://i.imgur.com/1ordBC6.png" darkIcon="https://i.imgur.com/dSwWYBH.png" alt="three dots" /> icon at the right of the groups name.
3. Click on Delete from the dropdown.
4. Confirm deleting the price list by clicking the “Yes, delete” button in the pop-up.
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## Learn More About Customers
- [Manage and View a Customers Details](./manage.md)
- [Manage and View a Customer Group](./groups.md)
- [Manage and View a Customer Group](./groups.mdx)