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Magento 2 Auto Customer Group Switching extension auto switches customer groups based on their lifetime sales amount in Magento 2 store.
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Auto Customer Group Switching for Magento 2 © Meetanshi
Auto Customer Group Switching for Magento 2
User Guide
Table of Content
1. Extension Installation Guide
2. Configuration
3. Auto Customer Group Switching in Action
Auto Customer Group Switching for Magento 2 © Meetanshi
1. Extension Installation • For Magento Marketplace Customers
o Create a folder structure in Magento root as app/code/Meetanshi/CustomerGroupSwitcher
o Download and extract the zip folder and upload our extension files to the app/code/Meetanshi/CustomerGroupSwitcher via FTP.
o 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
o Extract the zip folder and upload our extension to the root of your Magento 2 directory via FTP.
o 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
Auto Customer Group Switching for Magento 2 © Meetanshi
2. Configuration For configuring the extension, login to Magento 2, move to Stores → Configuration → 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.
o Minimum Total Sales Amount: Enter minimum total sales amount which must be
satisfied by customers to get switched to the assigned group.
o Assign to Customer Group: Select customer group to be assigned to the customers who
satisfy minimum total sales amount condition.
Auto Customer Group Switching for Magento 2 © Meetanshi
3. 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.
