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All CollectionsOffset Commerce: Onboarding
Choose Your Customer Defaults
Choose Your Customer Defaults
Bobby Gibson avatar
Written by Bobby Gibson
Updated over 8 months ago

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1. Click on Settings

Click on Settings

2. Click on More

Click on More

3. Click on Customers

Click on Customers

4. Select Your Default Cusotmer Group

The Group may just be a label for marketing purposes or if you have an active allocation configured for the group, it can allow customers to have immediate access to an allocation. This is commonly used for Welcome Offer or can be changed at a later date to grant new customers immediate access to your seasonal offers. Add additional groups to expand your choices.

Select Your Default Cusotmer Group

5. Select Your Default Customer Type

You can choose from the options to label your new sign-ups. This data is saved in the customer account and is visible in customer exports.

Select Your Default Customer Type

6. Click on Save Changes

Click on Save Changes
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