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  2. Automatic User Roles Switcher

Automatic User Roles Switcher

Setup and Configuration

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Creating a new rule for user role switching:

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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.
    • Purchasing from selected products
      You can select specific products and grant user roles if a customer purchases from any of the selected products.
    • Purchase specific quantity from selected products
      You can select the individual products, categories and set quantity requirement. The user role will be switched/assigned once the customer purchased required quantity from selected products.
    • Current order amount
      You can specify a minimum and maximum amount and switch the role as soon as the order total falls in the defined range.
    • Customer’s lifetime spending
      You also change user roles based on the lifetime spending of your customers on your website.
    • Purchases any product from specified categories or tags
      The user role will switch if a customer purchases any of the products from selected categories and tags.
    • Domain name of customer’s email address
      The user role will switch if the customer email address has specific domain. For example when you have abc.com or xyz.com the customers having email will automatically gain or switch to selected user role. (john@xyz.com, johan@abc.com)
  • 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:

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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:

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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.

Additional User Roles:

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The additional user roles that customers gain are displayed under WooCommerce > All Users > User Detail page. The admin can also manually select and assign the additional user roles.

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