Features & Functionality - 3.11 Customers

Question 1

What are customer groups?

Answer 1

• Provides a grouping mechanism for customers.
• Allows application of specific rules or actions for customers in that group.
• For example, customer groups can have special pricing, receive discounts, be exempted from tax, etc.

Question 2

what are customer segments?

Answer 2

• A means to create a segment of customers based on previous purchasing history.
• This gives capability to target customers who are not in a customer group with emails and website updates.

Question 3

what are customer attributes?

Answer 3

• Describes the customer.
• An example is the Date of Birth field. While I hope no one actually uses this field, it does describe the customer.
• Enterprise Edition gives the capability for creating and modifying (via the admin interface) these attributes.
• While this is technically possible in the database in CE, the admin interface makes it much easier.

Question 4

Customer account features and functionality (wishlists, gift registry, returns)

Answer 4

• Wishlists are a CE and EE feature of Magento. This allows the customer to create a selection of products that they wish to purchase (or others to purchase for them) in the future. The wishlists are private but can be shared via email with other customers. Enterprise supports multiple wishlists per customer.
• Gift Registry is an EE-only feature of Magento. The registry allows customers to create a public list of products that they wish to be purchased. Often this is used for weddings and baby showers and similar events.
• Returns is an EE-only feature of Magento. If enabled, a customer can locate their order and begin the process to return it. This is
hooked up to the RMA section of the Magento Admin

Question 5

How can customer groups be used in assigning discounts?

Answer 5

• Catalog Price Rules: select the customer group and choose the discounts to be taken.
• Cart Price Rules: select the customer group, ensure that no coupon code is selected, and choose the discounts to be taken.
• Tier pricing on products: add a new tier pricing level for a product and specify the customer group.

Question 6

What are the differences between customer segments and customer groups?

Answer 6

• Customer groups are manual (or programmatically assigned).

* Customer segments are dynamic and are determined based on criteria or attributes of the customer’s history or details.

Question 7

Using Magento 2 Enterprise Edition native functionality, how could you display a personalized banner targeted to customers
who match specific conditions?

Answer 7

• You can set a banner to only be visible to a specific

customer segment.