Setting up auto-rules for customer groups

Customer groups can now be managed automatically using rule-based conditions. Define your criteria once and Orderchamp will continuously add matching customers to the group.

What you can filter on

• Country
• City
• Postal code range
• Total order value (subtotal)
• Number of orders
• Last order date
• Last login date
• Language

How to set up an auto-rule

1. Go to Customers > Customer Groups.

2. Open an existing customer group or create a new one.

3. Switch to the Auto-rules tab.

4. Add the conditions you would like to match (e.g. Country = NL, Total orders > 5).

5. Choose "Match all conditions" (AND) or "Match any condition" (OR).

6. Save. Customers that match are added automatically.

Marketplace and Direct customer groups

Auto-rules work for both Marketplace and Direct customer groups. Make sure to choose the right group type before setting up your rules.

Manually added customers stay

Customers you add manually to a group are never removed by automation — only customers added by the rules can be moved out automatically when they no longer match.