Assign Profiles to Customer Groups

Every profile requires at least one customer group. Group assignment is the normal way to give a business segment its payment-method allowlist.

Open the profile, select the website, choose the customer groups and then select payment methods available for that website.

Group assignment alone is not enough when the profile contains conditions. The quote must also satisfy those conditions. If several assigned profiles match, the lowest priority number is checked first.

Customer-group and individual-customer assignments are combined as alternative audiences. A buyer does not have to match both. Keep this in mind when a profile also contains a named customer: every member of its selected groups can still become eligible when the website and conditions match.

Test with an actual member of each group and with a customer from an unassigned group. Include guests only if the NOT LOGGED IN group is deliberately part of the profile strategy.