A guide to auto-grouping B2B customers on BigCommerce

Customer segmentation plays an important role in maximizing customer satisfaction as well as profitability for online merchants. On BigCommerce, segmentation is also essential for providing different value propositions to each customer group.

Groups are critical for eCommerce businesses with B2B customers, since they might need totally different experiences on the same website. For example, access to specific products, price lists, or promotions. In order to do this, merchants need to invest time and effort to tweak their online stores.

Depends on your business operation, there can be several ways to group wholesale customers. Let’s look at how you can do this with an automation tool, minimize manual edits and create a seamless user experience.

If you are unfamiliar with eCommerce automation, check out the following articles:

Auto-group customers by email domain

When a wholesale customer has several team members making purchases on your site, the following automation workflow can help to assign their account to the right group.

Trigger: Customer created

Condition: Email address includes certain text

Action: Assign customer to group

group by domain atom8

By using this, you can skip several steps from manually checking order email, navigating the customer list, and assigning groups. Also, any new account created by other members will be automatically added to their group and can access exclusive benefits in no time.

Auto-group customers by company name

Company is an optional field and customers can type differently, but you can use the following workflow in case this field works in your favor. The app will automatically check your customer accounts and move them to respective groups.

Trigger: Customer created

Condition: Company includes certain text

Action: Assign customer to group

group by company atom8

Auto-group customers by total spending

Customers reaching a certain spending level can be moved to another tier. Merchants can use the following workflow to systematically switch customer group on BigCommerce and allow access to higher rewards and benefits.

Trigger: Customer created

Condition: Total spending is greater than a certain amount

Action: Assign customer to group

group by spending atom8

Auto-group customers by the number of items ordered

A common characteristic of B2B customers is placing a large order. Therefore, you can use the minimum number of items needed to categorize them as a wholesale buyer in the workflow.

Trigger: Order places

Condition: No. of items is greater than a certain amount

Action: Assign customer to group

group by no of items atom8

There are numerous other ways to segment customers according to your business needs. Atom8 can be a helpful assistant to auto-group them based on information and purchase behavior. Curious what else the app can automate? Feel free to visit our Automation workflow library.


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