Milestone for Magento 2

General Configuration

• Enable/ Disable the extension

  From the backend, stores admins can select Yes option to turn on Milestone extension. If they want to turn off this extension, they can easily select No option.
• Allow showing group for customers on Customer Dashboard

  Store admins can display the information about the customer group at Customer Account Dashboard.
• Schedule to run cron timely such as daily, weekly, monthly

  Milestone extension allows admins to set schedule to automatically switch customer groups on a frequent basis as daily, weekly or monthly.

Customer Notification

• Enable/ Disable notifying customers when changing groups

  You can enable/ disable notifications to the customers via email when they are switched to new groups
• Select name of email sender

  It is able for store admins to choose the sender of the customer notification email.
• Select email template

  There are many customer notification email templates for admins to select.

Admin Notification

• Enable/ Disable notifying admins when changing groups

  If the admins want to be noticed via emails when changing customer group, they can allow sending notification emails to admin function. If not, they can easily disallow this function.
• Select name of email sender

  The merchants can select the sender of admin notification emails when switching customer group.
• Select email template

  The merchants are able to choose the admin notification email template as they want.
• Fill in the email addresses of recipients

  The admin notifications emails can be sent to multiple recipients whose email addresses are listed in the Send To field from the backend.
• Set schedule for sending notification email

  Store admins are allowed to set schedule to automatically send admin notification emails according to their wishes.

Assign Rules

• Set the name, description, status for an assign rule

  From the settings, the merchants can set the name, description, status for a rule.
• Select website to apply

  Admins can freely choose the website to apply the rule.
• Set the valid time of a rule

  Milestone module allows store admins to set the active time for the rule.
• Set the priority for processing order of a rule

  If several rules meet the conditions, the rules will be processed orderly by prioritization.
• Set the condition for the rule based on customer data, order data, item data

  According to the various attributes of customers, orders or cart items, the condition of the rules can be flexibly set up.
• Select original group

  Store admins are allowed to select the original group from different customers groups, including General, Wholesaler, Retailer, and VIP.
• Select destined group

  Store admins can easily select destined group from the backend.
• Select processing type

  The process of switching rules can be activated based on events or cron.
• Select processing type: Events or Crons

  The assign rules will be activated based on two processing types: events or cron.
• Select actions for event type: Account Creating and Saving Actions or Order Creating and Saving Actions

  With events, the rule will automatically run when there are any updates related to customers account or orders.
• View, edit all created customer groups via a grid

  From the Manage Logs in the backend, merchants can easily manage all customer group.
• Switch customer groups manually with Apply Rules button or edit customer account from the store backend

  In necessary situations, store admin can change the customer groups manually instead of auto-assign.

Milestone for customers

• Be taken care of better when being grouped separately
  Be taken care of better when being grouped separately

  When customers are segmented, they are likely to receive the appropriate caring policies.
• Be offered with suitable policy and programs

  The merchants often create welcome, discount, or loyalty programs to build up, maintain, and tighten the relationships with the targeted customers. Therefore, being in a group, customers can enjoy great benefits from these programs.
• Have better experience when shopping at store

  The better customers are taken care of, the more satisfied they feel with the online store during their shopping time.