Settings

This plugin allows you to create as many allocation rules as you can use to associate different roles based on different actions.

In order to create a rule, you need to go to YITH > Automatic Role Changer. Now enter a unique name for your rule in the field “Name the rule” and click on Add new rule:

You can now customize your rule, choosing from “The user will gain the role” to decide which role will be assigned to the user for the action specified below:

The second option is “Switch role”: the user role will change from one to another based on the action options specified below:

You can choose from one of four options:

• User purchases a specific product
• Order total is within the following price range
• Customer’s total spend falls within the following price range
• User purchases products from specific categories or tags

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

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

Set the dates you want and click on “Force apply rules”; you will receive a warning asking you if you are sure you want to apply the change.

If you want to assign a role with the purchase of a specific product, you can select your product or the product variation in the section “Choose a product”.

Right underneath, you will get to select a date range, selecting both the start date and the end date.

N.B. If you set up the expiration date, purchasing said product will no longer assign roles after that day and all of the obtained roles will be removed.

For instance, you might create an allocation rule for a role that’s only available during December (to create a Christmas discount, using YITH Role Based Prices) which expires on the last day of the month.

After this day, the role will be removed from all of the customers who obtained it and that will be no longer possible to obtain using this rule.

Ultimately, you can state if a customer already has a specific role, so that the role won’t be assigned in their case. To do so, choose the role a customer already has from “Do not apply this rule to users with the following role(s)”:

You can assign a role based on price, through 2 options:

• Order total
• Total spend by customer

For both options, you can set a minimum, maximum or a specific range of money spent. If you select one of these options, it will display a new section where you can select the price range and date range:

In case you want to extend the assignment of a specific role to a whole category or tag, by selecting the third option, you will see the “Select a taxonomy” section.

So, by inserting the initials of a specific category or tag, you will be able to select it from the displayed list:

Expiration settings

For every rule that you create, you can choose whether the role is assigned forever or if it can be granted only for a limited time.

So, for example, if your customer gets the GOLD role because he’s purchased product X, he can get this role only for 30 days. After that time, when the role ‘expires’, the previous role will be restored.

To set an expiration for the new role, scroll down in the rule settings. You’ll find a field called Set duration for the roles (days). Enter any value in days.

When this time has passed, the previous role will be restored.

So, if a customer switches from Customer role to Gold and the Gold role is limited to 30 days, after 30 days, the role Gold will be removed and the Customer role will be restored.

Set a date range

For every rule, you can also set an application time range, so the rule is applied only if the conditions are fulfilled during that time range. Before or after the dates that you enter there, the rule will be disabled.

In the “Orders” page of your WooCommerce store, each order with a role assigned will have a custom icon shaped like a crown:

The order page itself will display a note including the obtained role:

Customer view

The customer will be able to see the role gained with the order, in their My Account page. It will be visible after the order gets the status ‘completed’.

Two emails are added to the default WooCommerce ones:

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

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

You are free to assign any role available, after a transaction on your WordPress website, however, the plugin won’t let you create new ones. To do this we recommend using this free plugin: Members.

Once the plugin is installed and activated, you will find the option to create new roles, in the “Members” menu:

Now you will be able to select all the allowed actions for users that obtain the role you’ve created: