The Set Client Groups module will allow you to automate assigning new and existing client to a client group when they register, order specific products, reach monthly or total income amounts, or purchase specific quantities of domains.
Your client groups can then be used to offer special discounts, or targeted emails.
* Clients can only be part of 1 group, this is a WHMCS limitation, not the module.
Automated Client Group Assignment
Choose Various Conditions To Assign Your Clients To Groups
Pick from Products, Domains, and Income Boundaries to automate client group assignment.
Product Purchase Groups
Assign Client Groups On Product Purchases
Choose to assign clients when purchasing certain products, giving you the freedom and ability to filter clients by groups for purchasing.
Domain Purchase Groups
Group Your Domain Purchasers
Choose to assign your clients based on the number of domains purchased over time.
Great for sending special offers on domains using the WHMCS marketing features.
With clients automatically assigned on domain purchases you can take advantage targetting your high roller domain buyers.
Income Based Client Group Assignment
Group Your Clients By Income Over Time
With 2 choices: Monthly Income, and Total Income. You can group your clients by value, using the group to trigger marketing emails or for filtering.
Registration Groups and Automation Points
Assign Groups On Signup, And Choose When Group Assignment Happens For Other Types
Assigning Clients to Groups on signup is a great feature to target new users.
You can also choose at what point during the checkout proccess to trigger the automated group assignment for the other client group settings.
Choose from After Checkout, After Payment, or After Accepting Orders as points for the Client Group Assignment to happen.
Extensive Help Content
Module Help Right In Your Admin Area
Unsure or need some guidance on a module feature? Hit the help icon and view our extensive help material for the module.
The help content is updated as we add new features, or when a query becomes common. With automatic updates this new content will get delivered right into your admin area.
If the help guide isn't enough our eager support team are happy to help, open a ticket and we will do our best to help.