Magento 2 Auto Customer Group Switching - PowerPoint PPT Presentation

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Title:

Magento 2 Auto Customer Group Switching

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Giving benefits to the customers who purchase often from your Magento 2 stores increases brand loyalty. Meetanshi’s Magento 2 Auto Customer Group Switching allows the merchant to automaticaly switch the customer group based on the total sales amount. By using this extension, the merchant can set the minimum and maximum sales amount for each customer group. – PowerPoint PPT presentation

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Title: Magento 2 Auto Customer Group Switching


1
Auto Customer Group Switching for Magento 2 User
Guide
  • Table of Content
  • Extension Installation Guide
  • Configuration
  • Auto Customer Group Switching in Action

2
  • Extension Installation
  • 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 setupupgrade
  • For Magento version 2.0.x to 2.1.x - php
    bin/magento setupstatic-contentdeploy
  • For Magento version 2.2.x above - php
    bin/magento setupstatic-contentdeploy f
  • php bin/magento cacheflush
  • 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 setupupgrade
  • For Magento version 2.0.x to 2.1.x - php
    bin/magento setupstatic-contentdeploy
  • For Magento version 2.2.x above - php
    bin/magento setupstatic-contentdeploy f
  • php bin/magento cacheflush

3
  • 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.
  • 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.

4
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.
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