Storefront > Settings > People > Customer Types
Using Custom Content with Customer Types
Hide Products by Customer Type
Overview
A Customer Type is a group of visitors to your site that can be defined by you. It is useful in providing unique content to different customers.
Some common use cases are:
- Pricing: set different pricing for different customers
- Discounts: define discount rules based on customer types
- Redirect: redirect customers on login to different pages
- Rewards Points: include/exclude a Customer Type from Earning Reward Points
- Custom Content: display unique content to different customers using merge codes
- Custom Shipping methods: define custom shipping methods based on customer type
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Hide specific Products: hide special and exclusive products to limit them to specific customers
How to Create a Customer Type
By default, all customers are in a Default group and will see the same content and pricing. You can create new Customer types and define unique pricing, content, discounts, and shipping.
Customer types can be created/modified by browsing to Settings > People > Customer Types and clicking the “New” button located at the top right of the screen.
Clicking New or editing an existing Customer Type will bring up the “Customer Type Edit” screen.
| Setting | Description |
|---|---|
| Customer Type | This is the name for the customer type. You can enter types like Wholesale, Retail, Loyalty, or anything else that meets your requirements. |
| Description | A brief description of the customer type |
| Login Redirect Link | When this customer type logs in they will be redirected to the specified page. |
| Exclude Customer Type From Earning Reward Points | Enabling will exclude the selected customer type from earning rewards points. |
| Can See Pricing | Allows the customer type to see prices on products if hidden by default. |
| Disable Login | If selected, customers of this customer type cannot login. |
| Disabled Login Redirect URL | Provide a URL to redirect a user trying to log in with this customer type. |
Note: For customer type rules to take effect, the customer must be logged in so the system can identify them.
Pricing by Customer Type:
Catalog > Power Features > Price Calculator
Under the pricing calculator, you can set advanced pricing rules for specific customer types.
Catalog > Product Edit > Pricing > New Price/Edit
Set sales or special pricing per product and apply by customer type.
Settings > Catalog > General
Use Customer Type to define the default price level new visitors see.
Discounts by Customer Type:
Marketing > Discounts
Create discount rules for customer types. Navigate to Storefront > Marketing > Discounts and click New.
Create a Method and Click Save. Under Rule Definitions, click New Rule.
Select customer type as the rule type and save.
It will appear in the Discount Methods panel for future edits or deletion.
Redirects by Customer Type:
Storefront > Settings > People > Customer Types
Redirect customers on login to different pages using the Login Redirect Link field.
For login-restricted types, use this merge code to redirect users:
##LOGINLOGOUTLINK[loginpage=login2.aspx,redirect=default.aspx,registerurl=register.aspx]##
Using Custom Content with Customer Types:
Use merge codes to display different content by customer type.
##IF[VisitingCustomerType=XYZ]## directed content ##ELSE## default content ##ENDIF##
Examples:
##IF[VisitingCustomerType=Member]## <a href="/MemberPage.aspx">Member</a> ##ELSE## <a href="/default.aspx">NonMember</a> ##ENDIF##
##IF[VisitingCustomerType=Customer]## <img src="http://www.cart.com/IsCustomerType.jpg" alt="Customer"/> ##ELSE## <img src="http://www.cart.com/IsNotCustomerType.jpg" alt="NotCustomer"/> ##ENDIF##
Custom Shipping Methods:
Storefront > Settings > Shipping > Custom Shipping Methods
Create shipping rules by customer type using New Custom Shipping Method.
After creating rules, click Save to enable them.
Hide Products by Customer Type
If you have exclusive products, or specialized products for specific customer types, you can hide them by customer type.
Note: This option is not available if a store is set to "Show All Catalog" in the Active Catalog settings for the store.
Navigate to Storefront > Catalog > Products > Edit Product > Stores. Use checkboxes to hide products for specific customer types.
This is also supported in the product import/export tool.
| Field | Format |
|---|---|
| InactiveStoreList | store~customertypeid|store~customertypeid |
For more information: