Customer tag discount

Learn about the quick start template for discounting based on customer tag.

The Customer tag discount template applies an order discount for customers with a specific tag (or multiple tags) that you set.

In this section

• Customer tag discount example

• Setting up a customer tag discount

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Customer tag discount example

In this example, customers who are logged into their customer accounts, and who have a wholesale tag qualify for volume discounts on their order. Wholesale customers get a discounted 15% off their entire order.

The result:

The wholesale customer sees their total discount in the subtotal area of the cart before checkout.

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Setting up a customer tag discount

Step 1 of 4: Campaign name

1. From the Function Junction dashboard, under Quick start templates, click Customer Tag Discount.

2. Under Function name, give your discount a unique name so you can identify it later.

Note:

Function names (also called campaign names) need to be unique. Once created, they appear in the Discounts section of the Shopify admin.

Step 2 of 4: Function trigger

In this example, there are two triggers. The AND statement is required meaning that both conditions must be met to trigger the discount. For the trigger conditions, the customer needs to have the "wholesale" tag and add more than 4 items to the cart.

1. Set up the conditions that customers need to meet to get the discount. In this example, the function needs two conditions, so click Add a condition and then enter the following conditions:

   1. If customer tags is any wholesale

   2. and cart items quantity is greater than 4

2. Click Next.

Note:

This requires the customer to be logged in, has been tagged with wholesale, and is purchasing at least four items to qualify for the 15% discount.

Step 3 of 4: Function action

1. Set up the action (the discount) that is taken when the conditions you set are met.

   1. For this example, the action should be: Percentage total discount.

   2. Fill in the second text box with the number representing the discount amount you want to set up, then click Next. In this example, the discount here is 15%.

2. Optional: Under Filter, add a filter. You can choose to set the discount for only specific products. This can be based on: product/variant, product tag, collection, vendor, type, or on sale. Each filter condition you can choose has specific rules that you need to set up.

3. When you're done, click Next.

In this example, the customer is rewarded with 15% off all items in the cart.

Step 4 of 4: Discount details

1. Under Discount type, select if you want the discount to be Automatic or With Discount Code. In this example, the discount applies automatically.

   1. Automatic: Under Discount message, if you select Yes, then enter the discount message in the field provided below.

   2. With Discount Code: Enter the discount code that you want customers to enter at checkout.

2. Under Combinations, if you want this discount to be combined with other discounts, then click Yes, and check which types of discounts that you want it to be combinable with.

3. When you're done, click Publish.

When your discount is published, if you want to advertise it, then you can publish a widget to your store.