Customer Groups (Manual & Automatic)

What Are Customer Groups?

Customer groups are one of the most powerful features in BulklyCart. They let you organize your wholesale customers into segments so you can target them with specific pricing, volume discounts, and invoicing settings. Think of groups as labels that determine which customers get which deals.

Customer groups are used throughout BulklyCart for:

• Wholesale pricing rules — Apply discounts only to customers in specific groups
• Volume pricing rules — Offer quantity-based tiers to targeted groups
• Invoice targeting — Use different invoice templates for different customer segments
• General organization — Keep your wholesale customer base organized and manageable

The Default "Wholesaler" Group

When you install BulklyCart, a default group called Wholesaler is automatically created for you. This group has special properties:

• Cannot be deleted — It's a permanent part of your BulklyCart setup
• Cannot be deactivated — It's always active
• Type is locked to "Automatic" — It automatically includes all customers with the wholesale tag in Shopify
• Name is locked — You can't rename it
• Conditions can be modified — While the name and type are fixed, you can adjust the matching conditions if needed

The Wholesaler group ensures that every approved wholesale customer automatically gets baseline access to your B2B pricing without any manual intervention. When you approve a registration submission, the customer receives the wholesale tag, which automatically makes them a member of this group.

Creating Manual Groups

Manual groups let you hand-pick exactly which customers belong. This is ideal for:

• VIP customers who get special pricing not available to regular wholesalers
• Negotiated accounts with custom pricing agreements
• Beta testers you want to give early access to new products or promotions

How to Create a Manual Group

1. Click Customer Groups in the sidebar menu.
2. Click Create Group.
3. Enter a Group Name (e.g., "VIP Retailers" or "Gold Tier").
4. Select Manual as the group type.
5. Click Save to create the group.

Adding and Removing Members

1. Open the group you just created.
2. Use the customer search field to find customers by name or email.
3. Click Add next to a customer to add them to the group.
4. To remove a member, find them in the group's member list and click Remove.

Changes take effect immediately — if the customer is logged into the portal, their pricing will update the next time they browse products or refresh the page.

Creating Automatic Groups

Automatic groups dynamically add and remove customers based on rules you define. Customers don't need to be manually assigned — the system evaluates their profile data and automatically determines membership.

How to Create an Automatic Group

1. Click Customer Groups in the sidebar.
2. Click Create Group.
3. Enter a Group Name (e.g., "US Premium Buyers" or "High Spenders").
4. Select Automatic as the group type.
5. Configure your conditions (see below).
6. Choose a match type: ALL conditions (every condition must be true) or ANY condition (at least one condition must be true).
7. Click Save.

Available Condition Types

You can build conditions using three types of customer data:

1. Customer Tags

Match customers based on their Shopify tags. For example:

• Customer has tag tier-2
• Customer has tag preferred-buyer

This is useful when you tag customers in Shopify (manually or through other apps) and want those tags to automatically grant group membership in BulklyCart.

2. Billing or Shipping Country

Match customers based on their default address country. For example:

• Billing country is US (United States)
• Shipping country is CA (Canada)

This lets you create region-specific groups for geo-targeted wholesale pricing. For example, you could offer different discounts to customers in the United States vs. international buyers.

3. Lifetime Spend Total

Match customers based on how much they've spent on wholesale orders. For example:

• Lifetime spend is greater than or equal to $5,000
• Lifetime spend exceeds $25,000

This is perfect for creating loyalty tiers — automatically upgrading customers to better pricing as their total spending increases. A customer who starts in the "Standard Wholesale" group could automatically graduate to "Gold Wholesale" once they've spent enough.

Combining Multiple Conditions

You can add multiple conditions to a single group. Use the match type to control how they work together:

• ALL conditions — The customer must meet every condition. Example: "Must have tag verified AND billing country is US AND lifetime spend ≥ $1,000"
• ANY condition — The customer must meet at least one condition. Example: "Has tag vip OR lifetime spend ≥ $10,000"

How Automatic Groups Stay Up to Date

Automatic group membership is recalculated in two ways:

1. On customer changes — Whenever a customer's profile is updated (new tag added, address changed, new order placed), BulklyCart immediately re-evaluates their group memberships.
2. Daily full sync — A scheduled background job runs every day at 2:00 AM and performs a complete sweep of all portal customers. This ensures that any changes that might have been missed (like an external Shopify tag update) are caught and group memberships are corrected.

This dual approach ensures your groups are always accurate and up-to-date.

Toggling Groups Active or Inactive

You can temporarily disable a group without deleting it:

1. Go to Customer Groups in the sidebar.
2. Find the group you want to disable.
3. Click the Active/Inactive toggle.

When a group is set to Inactive:

• No pricing rules targeting this group will apply
• Customers remain in the group but don't receive group-specific benefits
• You can reactivate the group at any time to restore its effect

Note: The default Wholesaler group cannot be deactivated — it's always active to ensure baseline B2B functionality.

Group Ordering & Priority

Groups have a position value that determines their display order in lists and dropdowns. You can drag and reorder groups to organize them by importance. While position doesn't affect pricing calculations (pricing rules have their own priority system), it helps you keep your admin interface tidy.

Plan Limits on Groups

The number of customer groups you can create depends on your subscription plan:

If you need more groups than your current plan allows, visit the Billing page to upgra

• Free: 1 group (the default Wholesaler group)
• Growth: Up to 5 groups
• Pro: Up to 15 groups
• Business: Unlimited groups