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Customer Groups Auto Assign

by Amasty
Adobe Silver Technology Partner
First year:
0
TOTAL DUE TODAY:

Overview

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Acquiring new customers costs 5-7 times more than retaining the existing clients’ accounts. To operate the shop effectively and timely suggest relevant offers to the clients, merchants need to manage customers’ groups. Such activities demand manual labor and often are time-consuming. 

The Customers Group Auto Assign extension for Magento 2 automates the customer group management, as it has integrated Cron functionality. With this module, you can timely switch customers’ groups without wasting lots of time. 

Adjust rules to cover any specific requirements you may have. Set up the Cron task frequency and assign rule priority to pin-point the module’s settings. Reduce business management costs with flexible Customers Group Auto Assign extension for Magento 2.

 

Key Features:

  • Automatically handle customers group with custom rules;
  • Consider customer and order attributes for group switching rules;
  • Process rules as often as you need with integrated Cron functionality;
  • Define rules processing order with prioritization;
  • Effortlessly manage multiple group-switching rules in one place.

 

Smart Algorithm To Manage Customers

Effectively manage your shop by reducing manual jobs. Create custom rules to automatically assign users to the relevant customer group according to the specified condition. 

  • Retain clients with accurate and flexible loyalty programs;
  • Maintain all rules in one place, as the extension gathers them and displays in a handy grid;
  • Schedule rules execution frequency to time changes the customers’ groups. The module will do the rest with an in-built Cron functionality;
  • Define priority status for each rule to fine-tune the algorithm.

 

Flexible Rules Configuration

Arrange customers in a group based on numerous attributes. The Customers Group Auto Assign extension for Magento 2 lets you include several types of attributes to cover any specific requirements: 

  • Sort by order attributes. Include such characteristics as average order value, the number of completed orders, and total sales amount. For example, you can move customers whose total sales amount exceeds $1 000 to the “VIP” group offering a 10% discount for all future orders.
  • Sort by customer attributes. Consider the massive list of attributes, such as customers’ shopping history, shipping, or billing information. This allows you, for example, to set a rule that moves a client that registered for more than two years to a special discount group. Or quickly group them by region, city of the country to offer the most accurate product recommendations.

 

Demo:

| Try creating automatic group-switching rules — Backend Extension Settings |

 

User Guide:

| Learn how to configure the module step by step with User Guide |

 

Our Support Policy:

  • 3 months of free support for Cloud editions;
  • Support Service subscription also may be purchased separately. Please contact vendor for details;
  • 25-days Marketplace Return Policy.

Technical Specifications

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Seller profile

Amasty

Seller contact

E-mail

Current Version

1.0.8

Adobe Commerce platform compatibility

Adobe Commerce (cloud): 2.4 (current)

Adobe Commerce (on-prem): 2.4 (current)

Magento Open Source: 2.4 (current)

Type

Stable Build

Updated

27 October, 2023

Categories

Extensions, Site Optimization

Quality Report

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Installation & Varnish Tests

Passed

Coding Standard

Passed

Plagiarism Check

Passed

Malware Check

Passed

Marketing Review

Passed

Manual Testing

Passed

All tests were conducted on the latest versions of Adobe Commerce that existed for the compatible release lines at the moment of the extension submission. Latest versions of all other software were used, as applicable.

Release Notes

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1.0.8:

  • Compatible with Adobe Commerce (cloud) : 2.4
  • Compatible with Adobe Commerce (on-prem) : 2.4
  • Compatible with Magento Open Source : 2.4
  • Stability: Stable Build
  • Description:

    Version 1.0.8
    1.0.8 - Aug 10, 2022
    Compatibility now the extension is compatible with Magento 2.4.5
    Improvement we enhanced the cronjob performance
    Fix we resolved the issue with creating a customer group via API
    1.0.7 - Mar 29, 2022
    Fix we solved the problem with customers address field validation
    1.0.6 - Mar 05, 2022
    Compatibility now the extension is compatible with Magento 2.4.4
    1.0.5 - Nov 09, 2021
    New we added a new setting to the customer group editing page to let you show the group at customer accounts on storefront
    1.0.4 - Oct 25, 2021
    Improvement now you can set up a rule for customer group auto-assign based on Ordered Products By Condition
    Fix we fixed the issue with the calendar when configuring date conditions

Support

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The best place to start if you need help with a specific extension is to contact the developer. All Adobe Commerce developers have both a contact email and a support email listed.

Contact Vendor

Q & A

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Reviews

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