Group Rules: Automatic Group Changes Based on Amount Spent

Introduced in B2BKing 3.8.0, group rules (automatic group changes) allow you to move users from one group to another when they reach a certain amount purchased. This can be total, yearly, or monthly.

For example, this allows you to move a user from the group "Regular B2B" to "VIP" when they reach $100,000 in purchases.

How to access group change rules #

To access this panel, go to B2BKing -> Group Rules:

New: Yearly and Monthly Rules #

Starting in B2BKing 4.4.**, it is now also possible to set up monthly and yearly rules, based on the previous month or year:

These rules are calculated on the first day of each new month. So for example on 1 February, the plugin will calculate the amount spent by each customer during the January which just ended.

Example:

The above rule will move users from the 'B2B Users' group to the 'VIP B2B' group if they have purchased at least $1500 during the previous month.