Automatic Customer Group Switching Magento 2 Extension

Flexible automatic customer group management solution for Magento®

  • Flexible rule-based extension with endless possibilities
  • Automatically manage customer groups based on custom rules
  • Create group switching rules with extensive choice of conditions
  • Switch groups based on customer attributes and account details
  • Group customers by city, state, region or country
  • Organize customers by total turnover and other sales attributes
  • Switch groups based on ordered product attributes
  • Automatically manage customers with product memberships
  • Create rules based on specific order history time frames
  • Define the rule's processing order, period and events
  • Execute single rule or multiple rules 'on demand'
  • Periodically batch process rules with integrated Cron functionality
  • Optionally notify customers and admins by e-mail
  • Easily set up virtually any type of automatic group switching rule!
Magento logo Magento 2.1.x - 2.4.x
All Editions: CE, EE & Cloud

Availability: In stock

USD 169.-
5 stars / 1 reviews
USD 169.00
  • FREE lifetime updates
  • 6 months free support
  • 30 days money back guarantee
  • Trusted by 3000+ clients worldwide

Automatic customer group management

Managing your customer groups can be a time-consuming and numbing job, especially if you're running a successful eCommerce business with a large and diverse customer base.

Our Automatic Customer Group Switching plugin provides you with a super flexible solution for automating your customer group management in Magento® 2.

By setting up custom group switching rules choosing from an extensive list of conditions, customers are automatically moved to any desired group, saving you a lot of valuable time and effort!

magento 2 automatic customer group switching extension

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Super flexible group switching rules

Automatic Customer Group Switching is based on a rule system you might be familiar with when working with catalog or cart price rules in Magento® 2.

It enables you to set up custom group switching rules with an extensive choice of conditions, including customer attributes and account information, shipping and billing address details, order and invoice totals, single order and product attributes.

By configuring and combining the conditions according to your specific requirements you can easily create virtually any type of automatic group switching rule!

customer group switching rule conditions

Customer attributes & address details

group customers by account information

Our extension includes various options for settings up rules based on customer and address details, such as newsletter subscription, account age and default shipping address, or any other custom attribute used for customers.

This way you could automatically move your newsletter subscribers to a special discount group, reward recurring customers by making them a VIP member, or group your customers by city, region or country.

Aggregated sales & product attributes

Automatic Customer Group Switching offers many possibilities to organize your customers based on single orders or aggregated sales attributes of the order and invoice history.

Using these rule conditions you can automatically group customers generating a certain monthly turnover or move clients to a shipping discount group based on their order's weight or shipping costs.

On top of that you can also create group switching rules related to ordered product attributes, such as SKU, category, price, ordered quantity and total product turnover

This allows you to switch groups based on purchased products, either looking at the customer's order history or new orders only.

organize customers by sales attributes

Product memberships

product memberships

Our extension provides an excellent solution to manage customers with a product memberships.

Because you can set up rules based on the customer's recent and past purchasing activity, you can automatically move customers to an active membership group if a membership product has been bought in the last 30 days, or any other order history time frame.

Configurable rule processing options

Magento® 2 Customer Group Auto-Switching comes with various options to automatically execute customer group switching rules.

You can process individual or multiple rules 'on demand', execute each rule on specific group switching events, for example when a customer account is saved or when a new order is created, or periodically batch process rules with the integrated Cron functionality.

Besides that you can set a period during which a rule should be executed, define its priority and stop further processing after a specific rule.

group switching rule options

Customizable e-mail notifications

group switching e-mail notifications

Our Magento® 2 extension includes an optional e-mail notification functionality to notify your customers and admin users of automatic group switching events.

The e-mails can be enabled and configured for each rule separately and support the use of various insertable variables, enabling you to automatically include customer group switching related data in your notification content.

Unlimited group switching possibilities

The above mentioned group switching examples are just simple illustrations of commonly used rules for automating your customer group management in Magento.

By setting up as many rules as you want choosing from a wide range of rule conditions and processing options, the only limit is your imagination!

unlimited customer group switching rules

Ready to set up your first rules? Get started now!

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5 star rated top quality extension

5 star rating magento connect

This extension is rated 5 out of 5 stars. When purchasing our Automatic Customer Group Switching Magento 2 Extension you don't only get a top quality extension, but also our five star customer support!

To most of our customers the high service level and expertise we offer is at least as important as the extension itself. At Plugin Company we realize that excellent product support and good communication is essential for making your and our business a success. This is exactly why we have made our support level our biggest selling point to date.

Magento extension reviews

Rated 5 out of 5
  • Stellar extension, stellar support

    I have a very specific need on my stores for automatic group switching. I have a set of older stores (magento 1) and i'm building new stores in magento 2

    The magento 2 extension installation was a breeze and it simply worked beautifully.
    The magento 1 extension installed fine but wasn't working as expected. That was due to my version of magento being very old (I'm using 1.5 in 2018, i know it's very old). I contacted the developer and received an immediate response that was very satisfactory, but it was clear that there would be a large amount of work to make the extension backwards compatible for 1.5.x.

    And he did it! a whole new version was released to ensure backwards compatibility with my ancient version.
    I have now both Magento 1 and Magento 2 running the same extension, and it works as expected. I'm very happy

    This is what GREAT customer support is supposed to be like. Thank you so very much.

    January 20, 2018

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Release Notes

Changelog v100.1.16

Fixed issue which caused the "to date" to be parsed incorrectly when using a period range condition

2nd of July 2021

Changelog v100.1.15

Added support for BSS Commerce radio button custom customer attribute

28th of May 2021

Changelog v100.1.14

Workaround for inconsistency between regular and API customer login event. Fixes issues with PWA based front-end customer login.

Improved error handling to prevent functionality breaking on front-end when an error occurs.

31st of March 2021

Changelog v100.1.13

Fixed issue causing group switching rule from / to date to be saved incorrectly when Magento admin locale date format is different from US locale

25th of November 2020

Changelog v100.1.12

Fixed customer group switch notification e-mail sending issue for Magento 2.4.x

Fix for strict template filtering enforcement in Magento 2.4.x

Design improvement: E-mail notifications now use front-end header and footer design templates

Verified compatibility with Magento 2.4 and PHP 7.4

24th of August 2020

Changelog v100.1.11

Fixed admin listing naming conflict with Mirasvit RMA module (and possibly other extensions)

14th of February 2020

Changelog v100.1.10

Fixed issue regarding "Ordered Products (new order)" condition type

27th of July 2019

Changelog v100.1.9

Fixed issue when creating new group switching rule in Magento 2.1.x with PHP 5.6.x

22nd of July 2019

Changelog v100.1.8

Fixed issue regarding Store View filter when executing rules

20th of July 2019

Changelog v100.1.7

Updated license manager dependency in composer.json

Updated license config for extension

15th of April 2019

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Customer Group Switching Magento® 2 Extension