How to group your WooCommerce customers for a better organization
Have you ever wondered if there is a way to organize your WooCommerce customers into groups? Perhaps you would like to create WooCommerce customer groups based on a specific property or feature. In the following tutorial, I’m going to show you how to group your WooCommerce customers in different groups and how to use these groups to better organize and manage your customers.
Please note that in order to use the Users Insights group feature you will need to have your WooCommerce customers as registered WordPress users.
First, you have to make sure that you have the Users Insights plugin installed and that you have the WooCommerce module activated. You can activate the module from the Module Options page of Users Insights.
Right from the start you will notice the User Group page under the Users Insights -> User Group menu in the WordPress dashboard. This is where you can create, edit and delete your user groups. You might also notice that there is a User Group column in the user table. In case the User Group column is not visible on the table, you can show/hide it from the “eye” menu of the Users Insights page.
Creating WooCommerce customer groups
You can create a new customer group from the User Groups menu of the Users Insights plugin. When we create a new user group, apart from the name, slug and description of the group, we have the option to select a color for the group. The purpose of the group color is to create a visual difference between the different groups in the user table. Once we click on the “Add New User Group” button, the new group will be added to the User Group list on the right. From this section we can edit or delete existing user groups.
Assigning a customer to a customer group
Once we have our customer groups created, we can assign a customer to one or multiple groups from the Customer Profile section of Users Insights. You can access the customer profile section by clicking on the customer username in the Users Insights user table – this is the section that contains all the available information for the customer, like general info, order history, notes, etc.
You can see the User Group field in the general customer information section. If you click on the edit button of the field, you will be able to select the WooCommerce customer groups that you want to assign the particular customer. This is also where you can remove a customer from the customer group list.
Bulk assigning customers to a group
You can add users to groups individually or in bulk. Bulk changes are handy when you have a certain criteria to tag your customers. For example, you can use a strategy for WooCommerce group coupons, by sending all repeat buyers an email with offers. This can be done in combination with MailChimp, Campaign Monitor or other mailing systems.
Once you have your group created, just apply the filter you want and then click the button near to the “username” column to select all users on the current page. You can also click on each user’s avatar to add / remove them from the selection:
There are many ways to use the groups feature and the bulk changes for a better manage your WooCommerce customers. You could, for example, apply WooCommerce group discounts once you have them tagged.
Difference between customer groups and customer segments
The segments feature can also be useful. The segments is a way to save your current filters, so you can apply them at any time you need. Other team members also have access to these filters. While the groups are a way to add each customer to a certain category, the segments feature will just save the filters, loading any customer who matches that criteria.
For example, you may have a WooCommerce group “buy deals” to add customers who often buy with coupons. Which can be added through a filter like this:
So this information is now stored for these customers and you can retrieve it at any time by filtering users by user group “buy deals”. But in order to have accurate information you need to often add users again to this group. Instead of doing that, you can just use the segments feature to save this customer selection:
Filtering customers by the customer groups
The User Groups feature of Users Insights makes some additional filters available in the Smart Filters list that allow you to filter your customers by the groups that they belong to. If you want to find all the customers who belong to a particular customer group, you can just add a filter “User Group is” and select a group from the available groups list.
Since the Users Insights filters are stackable you can use multiple filters at once. For example, if you want to find all the customers who belong to the “Active” customer group but don’t belong to the “Partner” group you can do just add two different filters.
You can also find all the customers who don’t belong to any group by using the filter “User group is not set” or find the list of all customers that belong to any group by using the filter “User group is set”.
As with all the other Users Insights filters, you can easily combine the user group filters with all the rest of the available filters. Here is an example of combining the group feature with the Geolocation filter and the WooCommerce module features. The following combination of filters shows a list of all the customers who are part of the customers group “Loyal” and are from the United States and have made more than 2 orders from our WooCommerce store:
You can additionally export your customer list in a CSV format based on different group criteria. For example, if you want to create an email campaign that sends emails to all of your customers that belong to the “partner” campaign, all you need to do is create a filter “Group is partner” and then click on the export button. You can then import the exported customer list to your favourite email service, like MailChimp or Campaign Monitor.
Here is a short video showing how to use the customer groups feature:
That’s it! Now you know how to group your WooCommerce customers with the help of the Users Insights plugin. We hope that you find this article useful and that grouping your customers is going to help you with the organization and management of your WooCommerce store.