Automatic Customer Group Switching for Magento 2
Moves Magento 2 customers between customer groups based on rules you define.
- v100.1.17
- Magento 2.1 – 2.4
- PHP 5.6 – 8.x
- MIT License
- Released Oct 2026
Features
- Rule-based automatic customer group switching
- Conditions on customer attributes and account details
- Conditions on billing and shipping address (city, region, country)
- Conditions on aggregated sales such as total turnover
- Conditions on ordered product attributes
- Order history time frames, e.g. the last 365 days
- Product memberships with an expiry period
- Rule priority, active period and processing events
- Run single or multiple rules 'on demand'
- Scheduled batch processing via cron
- Optional e‑mail notifications to customers and admins
Overview
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.
The Automatic Customer Group Switching plugin provides you with a 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.
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 create virtually any type of automatic group switching rule.
Customer attributes & address details#
The 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.
Read the full description
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
Product memberships#
The extension can be used to manage customers with 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.
Customizable e-mail notifications#
The 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.
Documentation
11 pages from the user manual.
Changelog
Release history19 releases, Sep 2017 – Oct 2026
Since 2026Open source
- 100.1.17
- PHP 8.1–8.3 compatibility: declared the
$periodElementFactoryand$configproperties of the condition plugin (Plugin/Model/Condition/AbstractConditionPlugin.php); dynamic properties are deprecated since PHP 8.2. - PHP 8.1–8.3 compatibility: empty values are no longer passed as
nulltoexplode(),stristr(),str_replace(),strtotime()ornew DateTime()(deprecated since PHP 8.1). This affected rules with an empty customer group, event or order status field, saving conditions without a from/to date, date conditions without a value, customers without a creation date, and every notification e‑mail (no BCC address is set, which made sending fail). composer.jsonnow allows PHP 8.0 – 8.3.- Verified by static analysis (PHPCompatibility, php -l on PHP 7.4, 8.1 and 8.3); not run on a live store.
- PHP 8.1–8.3 compatibility: declared the
- 100.1.16
Fixed issue which caused the "to date" to be parsed incorrectly when using a period range condition
- 100.1.15
Added support for BSS Commerce radio button custom customer attribute
- 100.1.14
- 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.
- 100.1.13
Fixed issue causing group switching rule from / to date to be saved incorrectly when Magento admin locale date format is different from US locale
Show 14 older releases
- 100.1.12
- 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
- 100.1.11
Fixed admin listing naming conflict with Mirasvit RMA module (and possibly other extensions)
- 100.1.10
Fixed issue regarding "Ordered Products (new order)" condition type
- 100.1.9
Fixed issue when creating new group switching rule in Magento 2.1.x with PHP 5.6.x
- 100.1.8
Fixed issue regarding Store View filter when executing rules
- 100.1.7
- Updated license manager dependency in composer.json
- Updated license config for extension
- 100.1.6
- Magento 2.3.1 compatibility fixes
- Fixed customer group switched notification e‑mail sending issue in Magento 2.3.x
- Fixed compatibility with new Magento 2.3.1 Page Builder module
- Fixed invoice totals validation issue in Magento 2.3.x
- Fixed Magento 2.3 Catalog Rule compatibility bug
- 100.1.5
License Manager update
- 100.1.4
Fixed issue which occurred some times when "between dates" type rule is used
- 100.1.3
Bug fix for issue which caused an error in some cases when ordering from the front-end
- 100.1.2
Fixed from group bug which was introduced in version 100.1.0
- 100.1.1
Code optimization and improvements
- 100.1.0
- Magento 2.2 compatibility
- Added payment method to order history conditions
- Shipping method condition is now select option
- Magento core bug workaround on customer save event
- E‑mail notification bug fix
- 100.0.0
First release of Magento 2 Automatic Customer Group Switching extension by Plugin Company.
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