Magento 2 Milestone helps online stores take good care for customers by switching shoppers to appropriate customer groups based on various attributes of customers, whole orders, or each purchased items in cart. The newcomers to a group will get specific benefits from the applied coupon rules.
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With numerous customers, it is very hard for store owners to manage without grouping customers. Segmenting customers and locate them into the same groups helps store owners manage customers better, and have the appropriate caring policies for customers.
Group customers to segment is to ensure that the right marketing messages are sent to the right people. This helps stores to decide on the right kind of promotion plans, promotional content sending to customers. As a result, this brings the efficiency in ROI after each campaign.
When customers are divided into different groups, store owners can estimate the number of targeted customers and workload for marketing tasks. This can save a lot of time and money for each marketing campaign.
When customers are divided into various groups based on different criteria, store admins can create welcome, discount, or loyalty programmes to build up, maintain and tighten the relationship with customers effectively.
All customers who have placed orders for the first time at the stores will be grouped into “New” Group. Based on that, store owners can create special policy and discounts to welcome and motivate such customers.
Customers who make the orders with large value such as the total amount exceeds 1000$ should be switched to a special VIP group, and there should be special offers for them.
Depending on the number of orders, store owners can know who the loyal customers are. For example, Loyalty group will include customers who have done 50 orders.
Loyal customers are very important to any stores and they should be grouped to be offered with the loyalty or reward programs
Easy to divide customers into groups based on categories. For example, who buy items belongs to Sport Categories will be grouped into “Sport Lovers”.
Milestone allows you to automatically switch shoppers to suitable groups based on a variety of customer attributes including customer data, customer default shipping address, customer group
For example, in May, you can switch the customers whose DOB is in May to “Discount In May” Group. This group becomes the data to help you in marketing campaigns in the upcoming May.
With Milestone, users will be switched to suitable customer groups automatically based on rules which are configured by store admins.
Customers will be changed from default groups to new groups which are more appropriate to their profile and purchasing history. Therefore, they will be taken care of better by stores.
The conditions of rules can be set up flexibly based on various attributes of customers, orders or cart items. Store admins can mix to create condition combination easily.
Another interesting feature of Milestone extension is dividing groups based on the similarities in the attributes of ordered products such as category, color, quantity of an ordered product.
Depending on this, store can get the information the popularity of each item available in store and have the business strategies suitably.
The customer groups can be moved by the attributes of orders. Customers whose orders share the similarity will be moved to the same groups, such as the number of orders, total order amount, average order amount, etc. For example, all customers with the first order will belong to “New” group and receive welcome vouchers.
Store owners can take advantage of this feature to run loyalty campaigns for customers depending on order attributes.
Store owners can create a coupon rule to apply for the destined group. It can work as the benefits of customers when they join a new group. Customers will receive coupon information via email. This is the way to show store appreciation and motivate customers to make more purchases as well as become loyal shoppers.
For example, after customers join VIP groups, for each order at least $50, they will get free shipping.
The processing of switching rules can be activated based on events or cron.
With events, there are two options. The rules will automatically run when there are any new actions anytime related to creating and saving customer accounts. Secondly, the rules will be activated when there are any updates related to orders such as creating an order, creating order invoice, etc.
With Cron, the rules will be run by frequency by daily, weekly, monthly, etc. Customer Groups will be switched timely.
Customers will be switched groups based on customer attributes such as name, DOB, city; based on order data such as quantity, value; or based on ordered product attributes such as SKU, category. There are unlimited possibilities as conditions for assigning customer groups.
There are two processing types depending on which the assign rules will be activated. Firstly, the rules will run when there are any new actions anytime related to creating and saving customer accounts or there are any updates related to orders such as creating an order, creating order invoice, etc. Secondly, the rules will run on a frequent basis (cron) such as daily, monthly, weekly, etc.