Overview

YITH Automatic Role Changer for WooCommerce helps you to automate the management of user roles within your e-commerce. You will be able to create custom rules to automatically change a customer’s role based on certain conditions, such as purchasing a specific product, reaching a minimum spend, or exceeding a threshold of orders placed. 

You can use this plugin to manage resellers, partners, B2B sales, structure pre-sales strategies, access confidential content, and much more. 

In this post, we’ll explore how to create a rule to assign a new role automatically when meeting specific conditions. In our example, we want to reward users with the Partner role that provides exclusive benefits for making big purchases.

Let’s begin:

Step 1 — Add rule

From the Rules tab in the plugin settings, click on the “Add rule” button to start configuring our rule (1)

And add a name to identify the rule (2)

Step 2 — User role assignment

Next, choose the role assignment type. In this case, we want to assign a new role, so we select ‘the user will gain the role’ and then choose the role to be assigned from the dropdown (3).

Step 3 — Rule conditions

Now, let’s define the conditions for role assignment. The rule should apply when the order total falls within a specific price range. Set the minimum amount to 5000, and leave the “To” field empty to allow for unlimited order totals. (4)

Step 4 – Schedule rule

Additionally, we need the rule to take effect from a specific date, so we set a start date accordingly and leave the end date blank to keep the rule active indefinitely (5).

Step 5 — Enable role expiration

Since we want this role to expire after a specific number of days, we have to enable the role expiration option, selecting the role to be switched back in 30 days (6). In this way, users will have to keep purchasing orders within the minimum price range to maintain the role and it’s benefits

Step 6 – Exclude users

Lastly, to prevent users with the “Reseller” role from benefiting from this rule, we enable the exclude users option (7).

Don’t forget to click ‘Save’ and we will have our new role-switching rule created!

With the option “Apply rules”, you can search already existing orders (with no rules applied), and apply the current rules with a bulk action (8)

From the modal window, you can choose whether to apply the rules to all orders or filter by creation, completion or payment date (9)

Please note: This procedure cannot be undone, use it with caution.

In the “Orders” page of your WooCommerce store, each order with a role assigned will have a custom icon (10)

The order page itself will display a note including the obtained role (11)

Customer view

The customer will be able to see the role gained with the order, in their My Account page (12)

The note will be visible inside the order after it gets the status Completed.

Two emails are added to the default WooCommerce ones (13):

These two emails will inform customers and admin the moment a role is assigned after a transaction.

User notification

Admin notification

You have the option to set more than one email address for the admin emails (14).