1. Documentation

Automatic User Roles Switcher

Setup and Configuration ↑ Back to top

Creating a new rule for user role switching: ↑ Back to top

You can create multiple rules to change user roles based on various conditions.

While creating a new rule you can,

  • Role: Use the checkbox to Enable/Disable Switch Role
  • From This User Role: Select the current user role of your customers to switch to a new role. You can specify multiple user roles and the customer who holds that user role will be changed to new role.
  • When Will: Use this setting to specify the condition on which the automatic role switch shall take place.
    • User purchased a specific product: You can select specific products and grant user roles if a customer purchases from any of the selected products.
    • Cart sub-total spend falls within the following price range: The user role will switch if a customer purchases any of the products from selected categories and tags.
    • Customers’ total spend falls within the following price range: You can specify a minimum and maximum amount and switch the role as soon as the order total falls in the defined range.
    • User purchased products from specific categories or tags: You also change user roles based on the lifetime spending of your customers on your website.
  • Set Date Range: It is necessary to set a start date for the automatic user role switcher extension to come into effect. This date will reflect when the rule will work.
  • Duration for the Role: Use the text box to set a duration for the new user role in a number of days after which the user will be reverted back to the previous role. In the case of a permanent user role, leave it empty.

Email notification for customers: ↑ Back to top

You can send an email notification to customers when their user role is switched. You can utilize the following variables to personalize the email.

{customer_full_name}
{customer_switch_from_role}
{customer_switch_to_role} 

History of user roles switching: ↑ Back to top

The extension also maintains a brief history of the user role change along with the reason for the switch such as specific product purchase, product purchased from a specific category or tag, order price range, lifetime spent of a customer.

You can access this from the User detail page under the All user section in your admin panel.

FAQs ↑ Back to top

Q. Can the extension assign multiple roles to a user?

A. Currently, the extension does not grant multiple user roles, instead, it switches from the previous role to a new one.

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