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Automatic Customer Group Switching for Magento 2

Moves Magento 2 customers between customer groups based on rules you define.

Extension pageDocs on GitHub

Installation Guide

User Manual

  • User Manual

    User manual for Automatic Customer Group Switching for Magento 2: configuration and use of the extension.

  • Configuring Customer Group Switching Rules

    Automatic Customer Group Switching for Magento 2: To create and manage your customer group switching rules, navigate to Customers > Automatic Customer Group Switching > Manage Rules in the left Admin Panel menu.

  • Rule Information

    Automatic Customer Group Switching for Magento 2: In the Rule Information tab you can enter a rule name for admin reference, activate the rule by setting its status to 'enabled'.

  • Conditions

    Automatic Customer Group Switching for Magento 2: In the Conditions tab you can define the conditions that have to be met for each rule in order to automatically switch a customer to another group and select…

  • Rule Action

    Automatic Customer Group Switching for Magento 2: In the Rule Action tab you can choose from and to which group(s) a customer should be moved and configure the rule processing options.

  • Customer & Admin Notification

    Automatic Customer Group Switching for Magento 2: In the Customer and Admin Notification tabs you can optionally enable the e‑mails that are sent to the customer and/or admin when customers are moved to a new group.

  • Executing Customer Group Switching Rules

    Automatic Customer Group Switching for Magento 2: Automatic Customer Group Switching includes several options to execute rules: on specific rule processing events, on demand (single rule or mass action) and periodically using Cron.

Extension FAQ

  • Extension FAQ

    Frequently asked questions about Automatic Customer Group Switching for Magento 2.