Create and manage customer groups

Build manual customer segments and use them to target coupon eligibility and coupon email campaigns.

Plan availability: Customer groups are available on Basic and Pro. On Free, existing groups, memberships, and coupon links are retained and remain editable; creating another group is paused until an upgrade.

Create a group

  1. Open Customers → Groups.
  2. Select New group.
  3. Enter a name, optional description, and badge colour.
  4. Create the group.

Add or remove members

  1. Open the group.
  2. Select its member-management action.
  3. Search the customer list and select or clear customers.
  4. Save members.

Use a group with a coupon

Open or create a coupon and choose one or more allowed customer groups. A group-restricted coupon requires the shopper to sign in so StoreMink can verify membership.

Use a group for email

On Pro, a coupon email campaign can target one customer group. The send uses customer accounts with email addresses; it does not use newsletter-form subscriptions.

Deleting a group

Before deleting a group, reassign or disable every active coupon that uses it and review planned campaigns. Deleting the group removes its coupon links; if that was a coupon's last selected group, the coupon becomes public and any eligible shopper can use it. Deleting membership does not delete the customer account.