Automatic user roles switcher

Automatic User Roles Switcher

Version: 1.3.0

Last Update: September 29, 2024

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Automatic User Roles Switcher

Automatic User Roles Switcher for WooCommerce is a powerful extension designed to help store owners automatically switch or assign user roles based on various conditions, such as product purchases, order amounts, lifetime spending, and more. It provides a flexible, rule-based system to manage user roles, saving time and enhancing the customer experience.

Key Features:

  1. Automatic User Role Switching Based on Conditions:
    • Automatically switch or assign user roles based on criteria like product purchases, order amounts, or customer lifetime spending.
    • Rules can be applied to specific products, categories, order totals, or even customer email domains.
  2. Rule-Based Management:
    • Create multiple rules to manage user roles with customizable conditions.
    • Set rule start and end dates, and optionally revert the role after a specified period (e.g., after X days).
  3. Flexible Switching Criteria:
    • Conditions include:
      • Purchase of a specific product or any product from selected categories/tags.
      • Purchase of a specific quantity from selected products.
      • Order total within a specified range.
      • Customer’s total lifetime spending.
      • Customer’s email domain (e.g., emails from specific domains like abc.com).
  4. Grant Additional User Roles:
    • In addition to switching, you can also grant additional roles without removing the customer’s current role.
  5. Customizable Email Notifications:
    • Automatically notify customers when their user role is changed using customizable email templates.
    • Include dynamic variables to personalize the email content.
  6. Track User Role Changes:
    • Maintain a history of user role changes, recording the reason for each switch (e.g., specific product purchase, lifetime spending, etc.).

Benefits:

  • Enhanced Customer Experience: Provide personalized pricing, promotions, and access to products or services based on user roles.
  • Automation: Eliminate the need for manual user role management by automatically assigning roles based on defined criteria.
  • Custom Rules for Flexibility: Merchants can create multiple rules, adjusting for specific business needs, and grant temporary or permanent roles.

How It Works:

  1. Create Rules for Role Switching:
    • Define the conditions (e.g., product purchase, lifetime spending) under which a user’s role will change.
    • Specify the starting and ending dates for each rule, and optionally set a period after which the role will revert.
  2. Apply Role Switching Automatically:
    • When the conditions of a rule are met, the user’s role is automatically updated or an additional role is granted.
  3. Notify Customers:
    • Upon role change, the customer is notified via an automated email, customized to fit the store’s messaging.
  4. Monitor Role Changes:
    • Use the history tracking feature to review past role switches and the reasons behind them.

This extension is ideal for WooCommerce store owners looking to enhance their customer segmentation, loyalty programs, or membership systems by automatically managing user roles based on defined criteria.

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