Role-O-Matic WooCommerce WordPress Plugin - Techariens

WooCommerce Role-O-Matic v9.2

Easily Assign Customer Roles Based on Spending or Product Purchases

The WooCommerce Role-O-Matic plugin empowers store owners to automatically assign specific user roles to customers based on either the amount they’ve spent over defined timeframes or the products they’ve purchased. These roles can be used to apply tiered pricing or unlock benefits using other plugins like WooCommerce Pricing or any third-party role-based tools.

Simple Setup and Rule Configuration

Once activated, a new menu item becomes available in your admin dashboard, allowing you to configure rules for assigning roles. You can define these rules based on total customer spending or specific product purchases. The plugin continually monitors customer orders and updates roles automatically when matching criteria are met.

Creating Rules Based on Spend Amounts

Through the amount-based configuration, you can build rules using various flexible parameters. These include setting a rule name, choosing a fixed or dynamic time window (like specific dates or “last 3 months”), and defining the minimum or maximum amount spent (excluding taxes). You can restrict rules to users with specific roles and even limit them to certain products or categories. Roles can be assigned immediately or at a future date, depending on your preference. Additionally, if a customer no longer meets the criteria during the defined period, their role can be automatically removed.

Setting Up Role Triggers by Purchased Products

Alternatively, roles can be granted based on product purchases. Admins can link user roles to individual products so that buying those items automatically grants customers the associated role(s). You can also set expiration dates for these roles—either relative to the purchase date (e.g., one month later) or using a specific calendar date. Restrictions can be applied to prevent customers with certain roles from repurchasing the same item before their role expires.

Automatic Role Changes Based on Order Events

When customers complete purchases, or when order statuses are updated (e.g., to “completed” or “processing”), the plugin checks all role assignment conditions and updates roles accordingly. You can define which order statuses should be considered during this process. If a new qualifying order is placed, or an existing one is modified, roles are reassigned or revoked as needed.

Recalculating Roles on a Schedule

The plugin also offers scheduled role recalculations for amount-based rules. Store admins can enable automatic checks at regular intervals—such as every 2 hours or weekly—ensuring roles stay up to date without manual effort. This background process handles everything, including role expiration and assignment adjustments.

Manually Forcing Role Updates

If you prefer to run a role update immediately, a built-in tool allows manual recalculation. Accessible via the admin dashboard, you just click “Recompute,” and the plugin updates all user roles according to current rule conditions.

Inbuilt Role Management Interface

WCRA includes its own role editor, allowing you to create and manage WordPress user roles directly from the plugin. These roles can then be tied into pricing rules or other user-based features.

Customer Dashboard Role Information

To keep customers informed, the plugin adds two new sections to their account dashboard: one shows the roles they currently hold, and the other displays the roles they could achieve based on their spending within the current timeframe. Customers can also see how much more they need to spend and the deadline for qualifying. These features can be toggled off in the plugin settings if not needed.

Flexible Shortcodes for Custom Displays

If you want to display role information elsewhere on your site, shortcodes like [wcra_current_roles] and [wcra_next_roles_list] let you place these blocks on any page. You can even exclude certain roles from being displayed using shortcode parameters.

Notification Emails Upon Role Assignment

To enhance user experience, you can enable email notifications that alert customers when a new role has been assigned based on their spending. Each rule can have its own unique notification email.

Example Use Case: Seasonal Premium Roles

If you’d like to assign a “Premium Spring” role to users who spend at least $100 between March 20 and June 21, you can easily set that up using fixed date rules. You can also choose to defer the actual role assignment to a later date, such as September, if needed.

Example Use Case: Monthly Role Assignments

Want to create monthly premium roles for customers who spend $100 during specific months? Set up individual date ranges (e.g., February, March), configure the minimum spend, and let the plugin handle the rest.

Seamless Integration with WooCommerce Subscriptions

This plugin integrates well with WooCommerce Subscriptions. It supports actions like wcs_renewal_order_created and wcs_resubscribe_order_created, automatically updating user roles based on renewed or resubscribed items.

Multilingual Compatibility with WPML

WCRA supports WPML for translated product content. However, notification email content (subject and body) is not translatable through WPML at this time.

Designed to Work Alongside WooCommerce Pricing

If you want to apply different prices or discounts based on user roles assigned via this plugin, simply pair it with the WooCommerce Pricing plugin. This combination allows you to dynamically change prices based on customer role status.

Track Role Expiration Dates via Shortcodes

To keep users informed about role expirations, the [wcra_show_expiring_dates] shortcode can be used to display expiration dates for role-linked products in any post or page.