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How to add, configure and manage customer groups in PrestaShop. 

It's time for another video tutorial from Nick C, our lead PrestaShop developer here at Teapot Creative. This time he explains how to set up and use customer groups to run promotions and special offers. The video essentially picks up where the last one all about adding voucher codes and discounts to your PrestaShop 1.6 store left off.

If you would like to follow the professionally prepared transcript of the video then just scroll down to below the video to find it. As always if you enjoy the video then please share it and get in touch if you'd like to ask any questions or check anything with me.



Hi and welcome to another ‘How To PrestaShop’ video. Today, we’re going to be looking at customer groups and how we can use them within the categories, products, cart rules and shipping sections of PrestaShop. Learn how to go through the various steps you'll need to follow simply by watching the vidor

Customer groups can be found within the customer section of PrestaShop and then within the groups tab. When you first visit this section, if you’ve not added any customer groups, you will see the three default customer groups of PrestaShop; visitor, guest and customer and these should never be deleted from PrestaShop. They’re the default customer groups and should not be changed. A visitor is as it says there; somebody’s who’s visited your store. They’ve not registered and they’ve not bought from you and no orders have been placed. You have a guest customer group; these are people who have signed up as guests and they’ve purchased a product on order through the guest check out rather than a customer who is somebody who signed up and has a legitimate customer account and has purchased from you but also created an account.

The fourth one here is the customer group I’ve set up and if we go into that customer group by clicking the edit button (see screen), you can see all of the options available to each individual customer group. Obviously, you have your group name. Secondly, you can apply a discount and a discount which is applied to this customer group will be applicable to all products throughout your PrestaShop catalogue. So if you’re logged in under this customer group, you’ll get a 10% discount on all the products within the store. You can decide how you display the prices to each customer group whether you have the tax/VAT included or excluded.

Time – 1m:52s.

You can also decide whether you actually do show any of the prices within the catalogue if this particular customer is logged in under this customer group and you can also apply category discounts.

As well as that, you also are able to disable and enable modules which are available for each individual customer group. For instance, if we look at this one here (see screen), the social sharing module — if we were to go and have a look at this product, you can see the social sharing icons are always available below the short description on each product (see screen). Now, if we disable that product based on this customer group, sorry, this module based on this customer group — so we’re saying that the social sharing module is not available for this particular group. When we go back to the front office, you can now see that the social sharing icons — because I'm logged in under this customer group have now disappeared. We’ll turn that one back on and they should reappear (see screen) for everybody logged in under that customer group (see screen). They’re they go. So those are the main settings within a customer group.

By default, the minimum we need to do is add a customer name - a customer group name. Once you’ve created a customer group, you then need to assign customers to that particular customer group to obtain any privileges or discounts or settings which are associated with that group. So if we go back to customers, and then we go to the customers tab, we have a customer here and if we go in and edit the details of this customer, you’ll see there’s a group access box which enables you to decide what groups this customer can fall within. Now, the custom group acts like the customers’ group so it will enable people to buy and see all your products and it will allow them to register and sign up as a customer within your store. But for this purpose, we just want this customer to be available within the custom group and the default group for this customer is that customer group.

Time – 2m:09s.

Once this customer has been added to your group access, you can then actually start to apply different customer group options within categories, products, cart rules and shipping. So if we go back to a category—and we’ll start with categories and how we can manipulate the categories based on the customer group.

Now, at the moment, I am logged in as a customer within this group and you can see within the menu here (see screen) we have a custom group menu option. Now, this custom group menu option is only available, will only be seen for people within this customer group. And the way we do this is when we look at the set up within the category, on the bottom here, again have group access and we’re setting up this particular menu item—this particular category custom group is only available for people who are signed up or assigned to our customer group. That’s why from the front end because I'm signed in I can see this menu item (see screen). And within that category, I can see the products which are assigned to that category.

Time – 5m:32s.

As soon as I log out — if I sign out, the customer group disappears from the menu (see screen) - the standard menu now reappears. So until I'm actually assigned to that particular customer group, I won't be able to see that new custom category. So you can’t actually decide what products a customer sees within a group depending on the actual — within the actual product, you do have to decide what products are available for that customer to see within that group based on the association of that particular product.

So the one we had set up on the front end was the faded short sleeved t-shirt (see screen). As you can see here (see screen), the associated categories are not associated with any other category apart from our custom group. So that means this product will only show up in that custom group and only customers who sign up to that particular customer group will be able to see those products. So in theory, they’re hidden from everybody else, apart from the people within this group. It’s a good way of setting up maybe a VIP section within your store and any VIP customers can see your VIP products because they are within the VIP customer group. So that’s how we associate custom groups with categories and then we can manipulate what products are shown depending on the customer group.

Time – 7m:09s.

If we go back to products—as well as the association and categories, we can also set up individual prices based on customer groups. And that’s done within the prices section and within specific prices. So if you click this button here (see screen), we’re able to add a specific price for this product. So within this specific prices, we have lots of options and the one we need to be looking at here is whether this specific price is available for our particular group. So at the moment, all groups are eligible for this particular specific price, but we just want our custom group to benefit from this specific price.

And what we’re going to do is we’re going to actually give a discount of — a 10% discount on this product for all customers within this group. There are two options: you can set a discount as a percentage or as a monetary value or what you can also do is rather than having the base price of this product is the standard base price of your store, you can set your own new base price so without the discount being applied, you can set the specific price or base price for this product for all customers within our customer group. That means that they won't see any particular discount, but what they will see is a different price from anybody else who visits the store and is not part of our customer group but for this example, we’re just going to add a 10% discount for all customers within the custom group.

Time - 8m:59s.

So if we save that one and we go back and view this product within the store, and what we’ll also do is we’ll go back — because we set originally within our customer group, we set the storewide discount and we said that anybody within this group would get a 10% discount. So if we remove that from our customer group (see screen) — let’s not give any discount within the store on a storewide basis — so this is a 10% storewide discount and we save that.

As you can see because we’re not signed in (see screen), we’ve gone to view that product on the front end because we’re not signed in, we don’t actually have access to that particular product. And you can see as we sign in, how our 10% discount can be applied because we are now signed in as part of our custom group.

So first of all, our custom group menu appears and within that—we see our product and because we’re part of that customer group, we’re now receiving 10% discount on that product as well.

Time - 10m:36s.

If we go back to our product and remove that specific price, you’ll see that the price will return back to it’s normal selling price. If we go back into prices (see screen) — we delete this one from the store and you go back to the front end and you now see that the price has returned to £16.51 (see screen).

If we just add a new specific price, but this time, using our customer group, we can set a different base price. For this customer group, this product is only £10.00, there’s no discount. It’s the standard base price. You go back to the front end; you should see this price now applied to that product because we’re logged in under that group. So there’s no discount here. We don’t see a discount applied. We don’t see the customer’s getting any preferential reduction. All you see is a set specific price for that product of £10.00.

Time - 12m:07s.

So that’s how we add a discount based on a customer group specifically for an individual product, but what we can do is we can then also utilise our price rules and cart rules based on customer groups.

So in our previous tutorial, when we were setting up our discount vouchers and discount codes, we had the standard 10% discount code here (see screen). Now, if we use the same one, but we edit the conditions which make this particular discount valid, what we can do is we can go to our conditions and now, we can actually choose a specific group of customers for this standard 10% discount code. And what we would do is we would say okay, it’s just our customer group who would be eligible for this particular 10% discount code. And this discount code will only validate if that customer is logged in and is a member of our new customer group. So you can apply your discounts, with your vouchers based on customer groups. This is most probably a better way of doing it if you want to run offers for particular VIP customers or if you want to do a storewide or a free gift for all customers who are logged in and that particular customer group. It’s a good way of offering some VIP offers based on each customer group.

Time – 13m:54s.

Finally, you can also utilise our shipping and carriers based on customer group. So when the customer gets to the checkout, what you can actually do is specify exactly what carrier is available for each individual customer group. So it may well be that you have a carrier which is maybe next day or it says specific carrier which is only available for VIP or customer group or specific customer groups and so when that particular customer gets to the checkout, they’re logged into your new customer group, you can then offer that particular customer a different set of shipping options to those of a normal registered or guest customer. And again, those settings can be configured within your carrier and then your group access options.

So similarly is to all the other ways of manipulating PrestaShop within the shipping what we can say is this particular carrier is only available for our custom group so when this custom group gets to the checkout, they will be offered only the carriers which was signed to this particular group access.

So customer groups is a good way of identifying customers. It’s a good way of enabling specific discounts, vouchers, and product pricing for individual groups. You may want to set up your store for possibly a trade access and all your trade customers are eligible for different shipping options, different product prices and also they may prefer to see all of their prices without that. So you can set your customer trade group to display all those options and enable you to have a complete catalogue, which is individually priced and individually configured for a trade or custom group.

I hope that’s given you some idea of how to utilise customer groups. If you have any comments or questions, please post them below. Please share and please subscribe so you can receive notifications of our next ‘How To PrestaShop’ tutorial. Thank you for watching.

End of transcript.

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