30 day money back guarantee, 100% satisfaction guarantee
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 attributes & address details
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.
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.
Customizable 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!
Ready to set up your first rules? Get started now!