Conseq template question

[Pedalman]

Hello

I like to make use of the great Conseq Module from Datakick.

:

At registration or address update, each time a customer fills out or updates the 'company' field the customer shall be assigned an additional 'group', e.g. 'vips'.

[datakick]

And what is the question?

[Pedalman]

Ehm, well I am pretty sure that it is not working. I tried it once...

Question was, how I can accomplish that a customer is assigned a certain customer group when he/she fills out or updates the company field during checkout, address registration.

 

[datakick]

It works, I tested this recently.

The problem will be in understanding what 'Company' field is -- this field is present only if you enable B2B functionality. It is NOT the company field that you specify in address.

[Pedalman]

Ok, weekend has started for me and my children are making noise as usual, but I doubt I would understand here which field is the right one even if it were Monday morning 🙂 I tried context:company but to no avail.

Assuming that I can assign a condition (updated field in my case) and the cron is running each sec, which might be a no-go to do, I wonder if I can reach my goal. All I want is that only customers who fill out the field company are assigned to a  customer group that is allowed to make use of a certain payment option. All others customers shall not see this payment option. Since I choose also Chex I wonder if such a 'real-time' change in payment options is possible.

 

PS:

I wish you a nice and refreshing weekend, too.

Edited November 25, 2022 by Pedalman

[datakick]

I believe that you are talking about 'company' field stored inside Address. So you will have to base your rule on this record type -- when new address is created / existing address updated, do something.

Trigger:

Conditions:

Action:

Then you just have to figure out how to solve situation when customer have multiple addresses, one with company field set and other empty.