Create a group

Steps

1. Go to Customer Groups in the app menu
2. Click Create group
3. Fill in the group details
4. Click Save

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Group fields

Field	Description
Name	Display name for the group (e.g. "Gold Members")
Tag	Shopify customer tag assigned to all members (e.g. b2b-gold). Use lowercase with no spaces.
Color	Color label to identify the group in the app (optional)
Description	Internal note about the group (optional)

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Tag naming tips

• Use a consistent prefix like b2b- to keep wholesale tags organized (e.g. b2b-gold, b2b-silver)
• Avoid spaces — Shopify tags with spaces can cause matching issues
• Lowercase is recommended for consistency

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After creating the group

• Add members to the group
• Create a pricing rule that targets this group