Assign or change customer groups in registration with access code

About the Extension

DEMO SHOP AVAILABLE

Try every feature in our demo shop first: storefront with a prepared customer account and full administration, reset every night. Access via "View demo" below the screenshots.

DESCRIPTION

Dealers, partners or campaign customers assign themselves to the right customer group with an access code, right at registration and without approval by you.

You store one or more codes on each customer group and pass them on: through sales, at a trade fair, in the newsletter or with an invitation link. Whoever enters the code at registration lands directly in this customer group and sees the matching prices right away. Existing customers change with a code in the customer account. Codes can be given an expiry date, limited to a number of registrations and restricted to individual sales channels.

The problem you know

Shopware assigns every new customer the default customer group of the sales channel. Anyone who is meant to become a dealer or partner has to be changed by hand afterwards.

• Manual work after every registration. Someone has to find the new customer and change the customer group.
• Waiting time for the customer. Until the change, the dealer sees consumer prices and may not order at all.
• Approval even when it is unnecessary. Shopware's customer group registration requires an approval for every request, even if the customer has long been known.
• No simple campaign. A customer group only for trade fair visitors or newsletter readers can hardly be filled in a targeted way without a code, let alone only for one week or the first 100 sign-ups.

How the extension solves it

• Codes on the customer group. You maintain one or more codes directly on the customer group and define there where, for what and how long they count.
• Field in the registration. The customer enters the code at registration and is in the right customer group immediately, also for a guest order. A wrong code stops the registration with a clear message at the field.
• Change in the customer account. Existing customers enter a code in the account overview and change the customer group themselves.
• No detour through the administration. No request, no approval, no manual change.

The benefit at a glance

• Right prices immediately: the customer sees the prices of their customer group from the first page on.
• No maintenance effort: no manual change after every registration.
• Targeted campaigns: one code for the trade fair, one for the newsletter, one for partners, each with an expiry date or a fixed number.
• You stay in control: only those who know a valid code get into the customer group; repeated guessing is slowed down, and the customer shows which code they came with.

Typical use cases

Dealers and resellers: Your sales team gives new dealers the code "DEALER". Entered at registration, the dealer immediately sees net prices and their dealer conditions.

Trade fairs and events: At the booth there is a card with the code "FAIR", valid until the end of the trade fair week and for the first 200 registrations. Whoever registers with it lands in a customer group for which a trade fair promotion applies.

Invitation by link: You send a link to the registration that already contains the code. The customer does not have to type it.

Closed dealer shop: With "Registration only with code" nobody can register without a valid code, not even as a guest.

Clubs, employees and partners: Every group gets its own code and with it its own prices or promotions.

Existing customers with a new status: A consumer becomes a dealer. Instead of changing them in the administration, you send them the code, and they change in the customer account themselves.

Features in detail

Codes on the customer group

Every customer group gets the section "Registration code" in its custom fields:

• Activate: the customer group accepts codes.
• Code: one or more codes, separated by commas, for example "TRADE-PRO, FAIR26".
• Sales channels: the codes only count in the selected sales channels; without a selection in all of them.
• Codes count for: registration, customer account or both.
• Lock change from this customer group: customers of this group cannot leave it with a code in the customer account.
• Expiry date: the codes count up to a point in time with date and time.
• Number of registrations: every registration with one of the codes counts down by one; at 0 the registration no longer accepts them.

Upper and lower case do not matter, spaces at the beginning and end are ignored. So no customer fails because of the spelling.

Registration and guest order

The registration form gets the section "Your registration code" below the address with an input field and a note. This applies to the registration with a customer account as well as to the guest order in the checkout.

• Valid code: the customer is in the customer group immediately and sees a success message with its name.
• Wrong code: the registration is stopped, the message is shown right at the field. Expired or used-up codes count as wrong ones.
• Without a code: the customer registers as usual, unless you require the code with "Registration only with code".
• Link with a code: the parameter "registrationCode" in the address fills in the field, for example your-shop.com/account/register?registrationCode=FAIR26.
• Protection against guessing: after several wrong codes in a row the visitor has to wait a while before the next code is checked.

Change the customer group in the customer account

The account overview shows the card "Registration code" with an input field and the button "Change customer group". With a valid code the customer group changes immediately and the customer sees a success message, with an invalid one a warning. If the current customer group is locked, the card is not shown. You switch the change in the customer account on or off per sales channel.

Used code on the customer

The code with which a customer got into their customer group is stored in their custom field "Used code". So you see which campaign or sales channel a customer came through.

Everything attached to the customer group

The extension sets the customer group, Shopware handles the rest as usual:

• display of prices gross or net,
• prices, promotions, shipping and payment methods through rules with the condition "Customer group".

Configuration

• Activate plugin per sales channel.
• Registration only with code: the code becomes a mandatory field, also for guests.
• Change customer group: show or hide the card in the customer account.

Every card of the configuration explains in a note what it controls. All storefront texts are snippets and can be adjusted per language; the note in the registration may contain HTML.

General information

• Snippets
  The extension uses snippets so that all texts and labels can easily be translated into other languages in the administration.
• Multi-shop ready
  Relevant configuration options can be adjusted individually for each sales channel.
• Compatibility
  The extension is always compatible with the latest Shopware version and the Shopware default theme.
• Incompatibility
  If you use a custom theme and/or third-party extensions, please test the extension thoroughly before buying. Compatibility cannot be guaranteed.
• Responsive
  Desktop PC, tablet or smartphone: the extension is fully responsive.
• Test version
  The extension can be tested free of charge and without obligation for 30 days (see the free trial month of the rental license).
• Features
  The features described in the description, the screenshots and the demo shop always refer to the latest version of the extension.
• Individual change requests
  Every company is unique and requires individual solutions that are precisely tailored to its own workflows. Feel free to contact me without obligation: I will gladly adapt my extensions to your requirements and integrate them seamlessly into your in-house processes.
• Liability disclaimer
  The manufacturer of this extension is not liable for damages, in particular not for direct or indirect consequential damages, data loss, lost profits, system or production failures resulting from the use of the extension, except in cases of intent or gross negligence.

Contact information

• Phone
  +49 (0) 234 97354482
• Internet
  info@digitvision.de
  https://www.digitvision.de
• Address
  Hevener Straße 65
  44797 Bochum

About me

• 20+ years of experience
  More than 20 years in e-commerce, more than 10 of them exclusively with Shopware. Your specialist with extensive industry and technical knowledge.
• Reliable
  Shopware is my passion and my hobby. I take care of your project reliably and with commitment, as if it were my own.
• Quality
  High service quality is my focus. I use state-of-the-art design patterns, current technologies and innovative tools.

Your competent partner

For more than 20 years I have been working as a passionate web developer in e-commerce. In this time I have advised and supported many companies in interesting projects. I stand for uncomplicated communication, future-proof solutions, modern technologies and a high level of commitment.

Every company is unique and requires individual solutions that are precisely tailored to its own workflows. Feel free to contact me without obligation: I will gladly adapt my extensions to your requirements and integrate them seamlessly into your in-house processes. I would be happy to provide you with offers for adaptations or individually developed extensions according to your wishes.