Magento 2 Auto Customer Group Switching assigns a particular customer group automatically based on their total lifetime purchase amount in the store.
Table of Content
- For Magento Marketplace Customers
- Create a folder structure in Magento root as app/code/Meetanshi/CustomerGroupSwitcher
- Download and extract the zip folder and upload our extension files to the app/code/Meetanshi/CustomerGroupSwitcher via FTP.
- Login to your SSH and run below commands step by step:
- php bin/magento setup:upgrade
- For Magento version 2.0.x to 2.1.x - php bin/magento setup:static-content:deploy
- For Magento version 2.2.x & above - php bin/magento setup:static-content:deploy –f
- php bin/magento cache:flush
- For Meetanshi Customers
- Extract the zip folder and upload our extension to the root of your Magento 2 directory via FTP.
- Login to your SSH and run below commands step by step:
- php bin/magento setup:upgrade
- For Magento version 2.0.x to 2.1.x - php bin/magento setup:static-content:deploy
- For Magento version 2.2.x & above - php bin/magento setup:static-content:deploy –f
- php bin/magento cache:flush
- Configuration
For configuring the extension, login to Magento 2, move to Stores à Configuration à Auto Customer Group Switching where you can find various settings to enable the extension.
- Auto Customer Group Switching: Enable the extension from here.
- Customer Group Switching Condition: Set the condition on minimum total sales amount to auto switch customer groups.
- Minimum Total Sales Amount: Enter minimum total sales amount which must be satisfied by customers to get switched to the assigned group.
- Assign to Customer Group: Select customer group to be assigned to the customers who satisfy minimum total sales amount condition.
- Auto Customer Group Switching in Action
By default, a customer group is assigned to a customer as shown in the image below.
- Now, the same customer places an order and the admin completes the order from the backend.
- After the order gets completed, the customer is switched to another group based on the minimum sales amount condition.