Managing your shopper groups

/ Shopper Groups

Using Shopper Groups

You may want to offer discounts to groups of customers on your website – for example, you may choose to give all local teachers a 10% discount. You can do this through the cart’s “Shopper Groups”.

Tips on managing Shopper Groups

  • You, as Site Administrator, manage the assignment of users to Shopper Groups
  • You may want to have a signup form on your site to encourage customers to signup for your discount group(s)
  • You may also want to have a signup form in your store to encourage customers to signup for your website discount group(s)

Assigning Users to Shopping Groups

  • You assign users to a Shopper Group from the Shopping Cart’s User Manager (Not the main site’s User Manager)

     

  • If you are updating a customer who has already checked out on your website:

  1. Open the Shopping Cart’s User Manager
  2. Browse to the customer, then click the customer’s name to edit
  3. Under the Shopper Info tab, select the desired Shopper Group
  4. Save

     

 

  • If you are adding a customer who has not created an account on your website:

  1. Open the Shopping Cart’s User Manager
  2. Click New to create a new user
  3. Fill out the User Details

    1. There are 3 tabs to fill out: General User Info, Bill To Info, & Shopper Info
    2. Note the username & password you are creating for the user, as you will need to email this to them
    3. most common settings: Registered front-end user, no Editor needed.
    4. Under the Bill To Info tab, fill out the fields & set the Permissions to “shopper”
    5. Under the Shopper Info tab, select the desired Shopper Group
  4. Save
 
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