How to automate customer group management with Magento extension?

AUTOMATIC CUSTOMER GROUP SWITCHING

10 GREAT CUSTOMER GROUP SWITCHING EXAMPLES FOR MAGENTO

Use Case

WHAT IS AUTOMATIC CUSTOMER GROUP SWITCHING EXTENSION?

Managing your customer groups can be a time-consumingand numbing job, especially if you're running a successfuleCommerce business with a large and diverse customerbase.

Automatic Customer Group Switching extension providesyou with a super flexible solution for automating yourcustomer group management in Magento®.

By setting up custom group switching rules, choosing froman extensive list of conditions, customers are automaticallymoved to any desired group, saving you a lot of valuabletime and effort!

AUTOMATIC CUSTOMER GROUP SWITCHER PLUGIN COMPANY10 Great Customer Group Switching Examples for Magento

AUTOMATE CUSTOMER GROUP MANAGEMENT IN MAGENTO

The best Automatic Customer Group Switching extensionshould provides Magento merchants with an excellentsolution to automate their customer group management.

Moreover it should provide a super flexible rule systemsimilar to Magento's Shopping Cart Price Rules, and offerendless possibilities for setting up your own custom groupswitching rules.

WHAT IS AUTOMATIC CUSTOMER GROUP SWITCHING EXTENSION?

AUTOMATIC CUSTOMER GROUP SWITCHER PLUGIN COMPANY10 Great Customer Group Switching Examples for Magento

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10 GREAT CUSTOMER GROUP SWITCHING

EXAMPLES FOR MAGENTO

AUTOMATIC CUSTOMER GROUP SWITCHER PLUGIN COMPANY10 Great Customer Group Switching Examples for Magento

Customer Group Switching Example

CUSTOMER ACCOUNT AGE

#1

One of the various rule conditions referring to customeraccount information is account age in days, which canbe used to set up automatic group switching rules forrecurring customers.

This way you can reward loyal clients by moving them toa trusted group or by making them a VIP member.

Besides that it's also possible to create rules based onthe customer account creation date.

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Customer Group Switching Example

NEWSLETTER SUBSCRIPTION

#2

A commonly used group switching rule is based onactive newsletter subscriptions. For example, when acustomer subscribes to your newsletter, you canautomatically add them to a special newsletter discountgroup, which in turn can be used to increase yournewsletter subscribers count.

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Customer Group Switching Example

CUSTOMERE-MAIL ADDRESS

#3

A relatively new addition to the rule conditions enablesyou to group customers based on their e-mail address.

If an e-mail address contains a certain value, forexample the suffix '.edu', they are automatically movedto a specified group such as 'Educational Institutions'.

START NOWAUTOMATE YOUR CUSTOMER GROUP MANAGEMENT WITH TOP RATED MAGENTO EXTENSIONS

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Customer Group Switching Example

CUSTOMER GENDER & AGE

#4

Besides the above mentioned group switching ruleexamples based on customer account information, it'salso possible to set up rules based on customerattributes such as gender, date of birth and age in years.

These customer attribute conditions can be used to aimyour newsletters or promotions at a specific targetgroup, for example female customers in their twentiesand thirties.

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Customer Group Switching Example

SHIPPING & BILLING ADDRESS

#5

Grouping customers by their default billing or shippingaddress is a common practice in eCommercebusinesses.

Using Magento Customer Group Switching extension youcan save yourself a lot of time and automatically groupyour customers by city, postcode, state, province orcountry!

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Customer Group Switching Example

TOTALTURNOVER

#6

Automatic Customer Group Switching for Magentoprovides you with many options to set up rules basedon aggregated sales attributes, including order andinvoice subtotals, grand totals, total shipping costs, totalitems or total weight.

This enables you to group customers that generate acertain monthly turnover or move clients to a specialshipping rate group based on their total order weight orshipping costs, just to name a few examples.

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Customer Group Switching Example

SINGLE ORDER ATTRIBUTES

#7

Besides setting up group switching rules based on the customer'sentire order history, Plugin Company extension also makes itpossible to switch customer groups based on any single orderattribute.

There are many order attribute conditions to choose from, such asorder turnover, shipping costs, shipping method, item quantity,weight, shipping or billing address, order ID, VAT number, currencyand coupon codes. By combining these conditions you can set upvirtually any group switching rule you can think of!

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Customer Group Switching Example

ORDERED PRODUCTS

#8

Magento Automatic Customer Group Switching lets youset up rules based on any product attributecombination of the customer's order history, includingproduct turnover, ordered quantity, SKU, category, typeand price.

This way you could group customers that havegenerated a specific product turnover or have orderedan certain amount of product X, either looking at theirentire order history or newly placed orders only.

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Customer Group Switching Example

MEMBERSHIP PRODUCTS

#9

Because Plugin Company extension enables you to set up groupswitching rules based on ordered product attributes, it provides aperfect solution for managing customers with membershipproducts in Magento.

Let's say you're selling monthly membership products and youwant to automatically switch customer groups based on activememberships. Simply create a rule for moving customers to anactive membership group on condition that the membershipproduct is found in the order history of the last 30 days and it willbe automatically done for you!

In the same way you can create an additional rule to switch clientsback to their original customer group once their membership hasexpired.

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Customer Group Switching Example

RECURRING PROFILES

#10

Magento Automatic Customer Group Switching alsosupports rules based on recurring PayPal profiles. Thisallows you to easily manage customers by theirrecurring profile state in combination with orderedproduct SKU or quantity.

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This article has illustrated just a few simple customergroup switching examples that can be created usingour Automatic Customer Group Switching Extension byPlugin Company. By setting up as many rules as youwant any combining any of the provided groupswitching conditions, the possibilities for automatingyour customer group management in Magento arelimitless.

Check out our Automatic Customer Group Switchingextension page for more information, screenshots andcustomer reviews or visit our product page onMagento Connect!

SUMMARY

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FLEXIBLE AUTOMATIC CUSTOMER GROUP MANAGEMENT SOLUTION FOR MAGENTO®

Flexible rule-based extension with endless possibilities

Automatically manage customer groups based on custom rules

Create group switching rules with extensive choice of conditions

Switch groups based on customer attributes and account details

Group customers by city, state, region or country

Organize customers by total turnover and other sales attributes

Switch groups based on ordered product attributes

Set up group switching rules for recurring PayPal profiles

Automatically manage customers with product memberships

Create rules based on specific order history time frames

Define the rule's processing order, period and events

Batch process rules with integrated Cron functionality

Optionally notify customers and admins by e-mail

Easily set up virtually any type of automatic group switching rule!

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AUTOMATIC CUSTOMER GROUP SWITCHING EXTENSION BY PLUGIN COMPANY

CREATE SUPER FLEXIBLE CUSTOMER GROUP SWITCHING RULES

Each customer group switching rule supports an unlimited amount ofrule conditions based on which customers are automatically movedfrom and to any designated customer group.

The extensive list of rule conditions includes: various customer details,order and invoice totals, shipping and billing address, single orderattributes, product attributes and recurring profile support.

Besides that our Magento extension comes with several otherfeatures that can help you to create group switching rules customizedto your own specific requirements.

AUTOMATIC CUSTOMER GROUP SWITCHER PLUGIN COMPANY10 Great Customer Group Switching Examples for Magento

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For each rule you can select the applicable order and invoice statuses,such as 'complete', 'pending' or 'paid'.

You can set a date range during which the rule should be executedand select the events on which the rule should be processed, forexample when an order or invoice is created or saved, or when acustomer logs in to his account.

On top of that you can define the processing priority in case there aremultiple overlapping customer group switching rules and choose tostop further processing after a specific rule.

AUTOMATIC CUSTOMER GROUP SWITCHING EXTENSION BY PLUGIN COMPANY

AUTOMATIC CUSTOMER GROUP SWITCHER PLUGIN COMPANY10 Great Customer Group Switching Examples for Magento

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AUTOMATIC CUSTOMER GROUP SWITCHER PLUGIN COMPANY10 Great Customer Group Switching Examples for Magento

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INTEGRATIONS

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AUTOMATIC CUSTOMER GROUP SWITCHER PLUGIN COMPANY10 Great Customer Group Switching Examples for Magento

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AUTOMATIC CUSTOMER GROUP SWITCHER PLUGIN COMPANY10 Great Customer Group Switching Examples for Magento