Customer groups

Customer groups sort your customers into segments based on conditions such as their order count, location or birth month. Each group fills itself automatically from your customer data, so you can target it with tailored offers and campaigns or export it. Open them from Customers > Groups.

In a store registered as a non-profit organization, the menu item is Donors groups and groups hold donors. Buttons such as View customers and Export customers read View donors and Export donors.

Creating and editing customer groups, and viewing a group's customers, depend on your plan. When your plan does not include groups, Create opens an upgrade message. Staff members also need the permission to create, edit, export or delete customers for those actions.

The groups list

The list shows every group with these columns:

Column	What it shows
Name	The group's name. Select it to see the group's customers.
Percentage of total customers	The share of your customers who belong to the group.
Customer count	How many customers are in the group.

Type in the Search box to find a group by name. Each row has a View customers button and a menu (⋮) with Edit, Export customers and Delete.

Create a group

Select Create. The Create new customer group dialog opens. If you have no groups yet, Get started now opens it too.
Sample data from a demo store.
Choose how to start:
- Custom group starts from scratch with your own conditions.
- A template starts with its name and conditions already filled in (see the table below).
On the Create group page, enter the group's Name in Details. Customers don't see it; it is for your team only.
Under Conditions, select Add condition and choose a condition type. Fill in its values. Repeat for each condition you need.
Check the Group summary on the side: it shows the group name and each condition with its value.
Select Create.

Templates

Template	Conditions it adds
Repeat customers	Order count more than 1.
One-time buyers	Order count equals 1.
Not yet purchased	Order count equals 0.
All buyers	Order count more than 0.
VIP customers	Order count more than 5, and account status active.
Local customers	Customer location set to the city in your store's address.
Customers by birth month	Month of birth, for you to choose the month. Useful for birthday offers.
Customers by gender	Gender, for you to choose male or female.
Subscribed customers	Ads and subscription, for you to choose subscribers or non-subscribers.
Tagged customers	Tags, for you to choose the tags.

You can change any value a template fills in before you create the group.

Conditions

Each condition type can be used once per group. The counter next to Conditions shows how many of the nine types you added.

Condition	Values you set
Customer location	Select Select cities, choose Countries and then Cities in the Select countries & cities dialog, and select Save.
Order count	Orders count more than, Orders count less than or Orders count equals, then the number of orders in Total orders.
Account status	Active or Inactive.
Gender	Male or Female.
Month of birth	A month.
Ads and subscription	Subscribers or Non-subscribers to ads and updates.
Customer type	Company or Individual.
Customer channel	Online store, POS or Mazeed.
Tags	One or more of your customer tags.

To change a condition's type, pick another one in its Type field; its values clear. To remove a condition, select the delete icon on it. Collapse all and Expand all fold or unfold every condition.

View a group's customers

Select a group's name, or View customers in its row. The page lists the group's customers under Customer List, with their number. The Applied filters: row shows the group's conditions, and the dashboard builds the list from them automatically.

A group's customer list with its customer count, applied filters and columns — Sample data from a demo store.

Column	What it shows
Name	The customer's name.
Mobile	The customer's mobile number.
Email	The customer's email address.
COD	Whether cash on delivery is Enabled or Disabled for the customer.
Ads and updates	Whether the customer is Subscribed or Unsubscribed.
Status	Whether the account is Active or Inactive.

Select View on a row to open the customer's details page.

Edit a group

Open the group's menu (⋮) and select Edit.
On the Edit group page, change the name or the conditions.
Select Save.

View customers at the top of the page opens the group's customers.

Export a group

Open the group's menu (⋮) and select Export customers. The export runs in the background, and the dashboard takes you to Export requests to download the file when it is ready. Exporting depends on your plan and needs the permission to export customers.

Delete a group

Open the group's menu (⋮), select Delete, then confirm with Delete. Deleting a group does not delete its customers.

Last updated 26 October 2026

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