Automatic Customer Group Switching for Magento 1
Moves Magento customers between customer groups based on rules you define.
- v1.12.1
- Magento CE 1.4 – 1.9, EE 1.8 – 1.14
- OpenMage
- MIT License
- Released Feb 2020
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
- Conditions on recurring PayPal profiles
- 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.
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 shopping cart price rules in Magento.
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, and recurring Paypal profiles.
By configuring and combining the conditions according to your specific requirements you can create virtually any type of automatic group switching rule.
Customer account information#
The extension includes various options for settings up rules based on customer attributes 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
Recurring profiles & membership products#
The extension can be used to manage customers with recurring Paypal profiles by moving them to different groups based on their profile state and other attributes.
Besides that you can set up rules based on the customer's recent and past purchasing activity, for example to 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 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 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 history35 releases, Oct 2014 – Feb 2020
Since 2026Open source
- 1.12.1
Replaced occurence of short array syntax with regular array syntax. The short array syntax causes issues when using an older version of PHP, for example during cron execution.
- 1.12.0
- Added 'Last Automatic Group Switch' customer attribute
- Added 'Last automatic group switch days ago' condition for group switching rules
- 1.11.0
- Optimized performance for on demand rule execution in the admin area by pre-filtering the customer collection on "From Group" and "Website" combination(s) based on the selected rule(s)
- Optimized performance for cron job group switching by pre-selecting rules enabled for cron job event & current date and by pre-filtering customer collection on possible "From Group" and "Website" combination(s) from the currently active rule(s)
- Improved error reporting during manual rule execution from admin area
- Fixed customer attribute loading issue during manual rule execution from admin area
- 1.10.6
- Fix for issue related to total qty in cart condition
- Added translation csv file
- Fix for date display in subselection condition. Previously displayed date was adjusted for timezone.
- 1.10.4
Added support for Magento 1.4.x - 1.6.x. (Additional patch is needed when installing the extension on these Magento versions)
Show 30 older releases
- 1.10.3
Dropped Magento 1.5.x support due to Magento Marketplace code style limitations
- 1.10.2
Minor code improvements
- 1.10.1
- Fixed bug regarding default billing address condition
- Some minor optimizations and improvements
- 1.10.0
- Added payment method to order history conditions
- Shipping method condition is now select option
- 1.9.3
Fixed issue regarding on-demand bulk group switcher
- 1.9.2
Fixed issue regarding Total Invoiced minus Refunded condition
- 1.9.1
Fixed minor bug regarding recurring profile rule validation
- 1.9.0
Added 'Assign New Group at Checkout' option in Rule Action tab
- 1.8.0
Added new conditions to order history section
- 1.7.0
- Added on demand group switching mass action
- Added on demand group switching action for single rule
- Added new order rule conditions
- Added new customer rule attribute conditions and possibility to use custom attributes
- Fixed issue regarding address field conditions in account creation screen
- 1.6.1
- Fixed extension compatibility with Magento 1.4
- Minor bug fix
- 1.6.0
- Added 'Cronjob group switching batch' to rule processing events
- Added Automatic Customer Group Switching Cron configuration options
- 1.5.3
Fixed compatibility with Mandrill extension
- 1.5.2
Fixed infinite loop bug
- 1.5.1
Fixed 'Mage registry already exists' bug
- 1.5.0
- Added customer & admin e‑mail notification functionality
- Fixed group switching issue regarding virtual & downloadable products
- 1.4.0
Added newsletter subscription event to Actions tab
- 1.3.3
Made compatible with SUPEE-6788
- 1.3.2
Conditions based on ordered products (new orders) now also respect applicable order statuses
- 1.3.1
Fixed bug regarding order and invoice save event
- 1.3.0
Added customer e‑mail address to rule conditions
- 1.2.4
Fixed customer address saving bug
- 1.2.3
Fixed customer attribute bug
- 1.2.2
Fixed table prefix bug
- 1.2.1
- Fixed newsletter subscriptions bug
- Fixed Observer.php bug
- 1.2.0
- Added order history date filter to rule conditions
- Added option to switch groups on customer log in event
- Added option to enable rules for specific events using multi select
- Added round robin switching to multiple customer groups
- Added extra customer attributes to rule conditions
- 1.1.3
- Added Paypal recurring profiles to rule conditions
- Fixed some minor bugs
- 1.1.2
Fixed current order/cart rule bug
- 1.1.1
- Added new customer group auto-switching conditions
- Fixed some minor issues regarding extension compatibility with Magento 1.4 to 1.6
- 1.0.0
First release of Magento Automatic Customer Group Switching extension by Plugin Company.
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