How to create Customer Groups ⏯

Segmenting Your Products & Linesheets Visibility

Customer Groups allow you to whitelist and/or blacklist products, linesheets, and pages based on the retailer who is accessing your portal.

To create a customer group, hover over Settings in your taskbar and select Brand Admin. Then, click Settings, followed by Customer & User Groups

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In the Customer & User Groups page, you can create new customer groups or edit and delete existing customer groups.

To add a new customer group, click Create New Group in the top-right corner of your screen. Then, provide a name for your new group and set any rules you want to apply to buyers in that group. When you set rules for a customer group, NuORDER automatically pulls product data from your account to ensure you can accurately filter what buyers do and do not see.

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In addition to setting rules, you can also decide if you want to whitelist or exclude this group from any linesheets. If you create a customer group that is white listed without any rules, an alert will appear asking you to confirm since no products will be visible to buyers in that customer group.  

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When you’ve finished creating customer groups, simply click Save in the top-right corner of your screen and you’re all set.

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Below are several use-cases for using Customer Groups and how they are configured. 

Whitelisting (Whitelist toggled ON)

 

Blacklisting (Whitelisting toggled OFF)

 

Assigning Linesheets & Widgets to Customer Groups

 

Additional helpful tips

  • When Whitelist is selected, the values entered ALLOW item visibility
  • When Whitelist is not selected, the values entered RESTRICT item visibility
  • Values are case sensitive and must match your product data
  • Whitelist groups with no rules will RESTRICT ALL item visibility unless rules are added
  • Do not mix customer groups with whitelist toggled on and whitelist toggled off (aka blacklist). This could create a conflict in visibility rules.
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