If you operate a Magento 2 store featuring a vast array of products and a significant customer base, it’s crucial to organize customers into distinct groups. Categorizing customer groups enhances your ability to manage them effectively. This allows you to gain insights and provide more tailored and relevant offers to meet their needs.

Magento supports three default customer groups:

  • General
  • Not Logged in
  • Wholesale

Creating additional customer groups in Magento 2 is straightforward and efficient. The number of groups often depends on the specific needs of each store owner.

In this article, I will guide you through the easiest method to set up customer groups in Magento 2 seamlessly. To get started, please copy the following code and insert it into your block class.

Why Do You Need to Create Customer Groups in Magento 2?

In Magento 2, customer groups are essential for categorizing customers into various segments. This segmentation enables online businesses to tailor their strategies and services for different customer groups, resulting in a more personalized and effective shopping experience. Let’s explore the specific benefits in detail!

Pricing Strategies

Dynamic Pricing: By establishing different customer groups, you can assign varying product prices for each group. This flexibility is particularly beneficial in scenarios such as the following:

  • Wholesale Pricing: Provide incentives for your wholesale customers to encourage bulk purchases and strengthen B2B relationships.
  • Loyalty Discounts: Show appreciation to loyal customers with exclusive discounts, motivating them to make repeat purchases.

Targeted Promotions

Customer groups enable you to create tailored deals and special offers specifically for certain customer segments. This targeted marketing strategy can:

  • Boost Sales: Implement promotions tailored to specific customer groups, enhancing the likelihood of sales in those segments.
  • Clear Inventory: Use targeted promotions to help move slow-moving stock among selected customer segments.

Personalized Shopping Journey

Personalized Experience: Providing a unique shopping experience for different customer groups is crucial for customer satisfaction. Magento 2 customer groups can support:

  • Personalized Product Recommendations: Suggest items based on a customer's previous purchases or preferences.
  • Customized Content: Tailor banners, messages, and other content specifically for different customer groups.

Restricted Access

Exclusive Offerings: By utilizing customer groups, you can limit access to certain products or categories for specific customer segments. This feature is particularly useful for creating:

  • Premium Product Sections: Grant exclusive access to premium or VIP products, encouraging interest and purchases within that group.
  • Subscription-Based Services: Manage access to subscription services or exclusive content.

Get customer groups in Magento 2

/**
 * Customer Group
 *
 * @var \Magento\Customer\Model\ResourceModel\Group\Collection
 */
protected $_customerGroup;
    
/**
 * @param \Magento\Backend\Block\Template\Context $context
 * @param \Magento\Customer\Model\ResourceModel\Group\Collection $customerGroup
 * @param array $data
 */
public function __construct(
    \Magento\Backend\Block\Template\Context $context,
    \Magento\Customer\Model\ResourceModel\Group\Collection $customerGroup,        
    array $data = []
) {
    $this->_customerGroup = $customerGroup;        
    parent::__construct($context, $data);
}
/**
 * Get customer groups
 * 
 * @return array
 */ 
public function getCustomerGroups() {
    $customerGroups = $this->_customerGroup->toOptionArray();
    array_unshift($customerGroups, array('value'=>'', 'label'=>'Any'));
    return $customerGroups;
}

By leveraging customer groups, you can create a sense of exclusivity, enhancing customer loyalty and engagement. This not only increases sales but also fosters a stronger relationship between your brand and its customers.

Implementing tailored product suggestions allows businesses to connect with customers on a personal level, making them feel valued and understood. This personalized approach can significantly improve the overall shopping experience.

Offering subscription-based services within customer groups can create a steady revenue stream while providing added value to customers. This strategy encourages long-term commitment and enhances customer satisfaction.