customer-group-icon-new.png

Automatic Customer Group Switching
M2

TOTAL:
$169.00

Compatibility

Magento Platform
Open Source (CE)
2.1, 2.2, 2.3
Commerce using on prem (EE)
2.2, 2.3

Tech Specifications

Seller:
Current Version:
100.1.9
Type:
Stable Build
Updated:
03 September, 2019
Categories:
Extensions, Marketing, CRM
Policy:

Overview

Automatic Customer Group Switching is an extension to simplify your customer group management in Magento 2 by automatically moving clients to different customer groups using a super flexible rule-based system.

Other Extensions by Plugin Company

Overview

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Managing your customer groups can be a time-consuming and mind-numbing job, especially if you're running a successful eCommerce business with a large and diverse customer base. Our Automatic Customer Group Switching extension offers a super flexible solution for automating your customer group management in Magento 2. By setting custom group switching rules, clients are automatically moved to any desired group, saving you a lot of valuable time and effort!

Automatic Customer Group Switching works with a rule system you might already know when using catalog or cart price rules in Magento 2. It enables you to set up custom group switching rules choosing from an extensive list of conditions, including customer account information, shipping, and billing address details, aggregated sales attributes, single order, and product attributes.

The conditions can be configured using a specific order history time frame, making it possible to set up rules based on the customer's recent and past purchasing activity, including product memberships. On top of that, you can select the applicable order and invoice statuses of each rule. By configuring and combining the extension's rule conditions according to your specific requirements, you can easily create virtually any type of automatic group switching rule for Magento 2. You can find example rules for each of the below-mentioned condition categories in our Automatic Customer Group Switching Demo Store.

 

Features

Extensive Choice of Rule Conditions

  • Customer Account Information: Set up rules based on customer attributes and account details, such as newsletter subscription, account age, e-mail address, or customer gender and age.
  • Shipping & Billing Address: Automatically group your customers by city, postcode, region or country.
  • Invoice & Order Totals: Switch customers based on aggregated sales attributes, such as their monthly turnover or total shipping costs.
  • Single Order Attributes: Move customers based on any single order attribute, including order turnover, weight, item quantity, discount and tax amount, shipping method, VAT number, and address details.
  • Ordered Product Attributes: Switch groups based on any ordered product attribute from the customer's order history or from new orders only, such as SKU, category, price, quantity and total product turnover.

 

Configurable Rule Processing Options

Our extension includes various options to automatically process your customer group switching rules: you can execute individual or multiple rules 'on-demand', configure specific group switching events per rule, for example when a customer account is saved or when a new order is created, or periodically batch process rules with the integrated Cronjob functionality. You can optionally set a period during which the rule should be executed, define its priority and stop further processing after a specific rule.

 

Customizable E-mail Notifications

Automatic Customer Group Switching includes an optional e-mail notification functionality to notify your customers and admin users of automatic group switching events. The e-mails can be configured per group switching rule and their subject and content support the use of various insertable variables, allowing you to automatically include relevant information in the customer and admin notifications.

 

Additional Extension Features

  • Flexible rule-based customer management solution with endless possibilities
  • Automatically manage customer groups in Magento 2 by creating custom rules
  • Set up any kind of group switching rule choosing from an extensive list of conditions
  • Create rules based on customer account details such as account age or newsletter subscription
  • Group customers by city, postcode, state/region or country
  • Organize customers based on total turnover and other aggregated sales attributes
  • Switch groups based on any single order or product attribute
  • Automatically manage customers with product memberships
  • Create rules based on specific order history time frames
  • Configure the rule processing order, period and events
  • Execute individual or multiple rules at once 'on-demand'
  • Periodically batch process group switching rules using the integrated Cron functionality
  • Optionally notify customers and admins by e-mail about group switching events

 

Live Demo

Visit our Automatic Customer Group Switching Live Demo to check out all of the extension's features and functionalities.

 

Documentation

You can find the most recent version of the Automatic Customer Group Switching extension user manual and installation guide in our Knowledge Base.

 

Questions?

Please don't hesitate to contact us directly with any questions about this extension. We'll be happy to help!

Release Notes

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100.1.9:

  • Compatible with Open Source (CE) : 2.1 2.2 2.3
  • Compatible with Commerce using on prem (EE) : 2.2 2.3
  • Stability: Stable Build
  • Description:

    Changelog v100.1.9
    22-07-2019
    Fixed issue when creating new group switching rule in Magento 2.1.x with PHP 5.6.x

    ##################

    Changelog v100.1.8
    20-07-2019
    Fixed issue regarding Store View filter when executing rules

    ##################

    Changelog v100.1.7
    15-04-2019
    Updated license manager dependency in composer.json
    Updated license config for extension

    ##################

    Changelog v100.1.6
    05-04-2019
    Magento 2.3.1 compatibility fixes
    Fixed customer group switched notification e-mail sending issue in Magento 2.3.x
    Fixed compatiblity 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

    ##################

    Changelog v100.1.5
    17-09-2018
    License Manager update

    ##################

    Changelog v100.1.4
    22-06-2018
    Fixed issue which occured some times when "between dates" type rule is used

    ##################

    Changelog v100.1.3
    22-06-2018
    Bug fix for issue which caused an error in some cases when ordering from the front-end

100.1.2:

  • Compatible with Open Source (CE) : 2.1 2.2
  • Stability: Stable Build
  • Description:

    First release on Magento Marketplace

100.1.0:

  • Compatible with Open Source (CE) : 2.1 2.2
  • Stability: Stable Build
  • Description:

    First release on Magento Marketplace

Support

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

Q & A

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Reviews

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