[Promotions & Campaigns] Step 2 - Set Target Group

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You can offer store promotions targeting different customer groups. For instance, promotions can apply to all customers or members only. You can also limit the number of times a promotion can be used for each customer. 

Promotions can target three different customer groups: All Customers, Members, and Specific Customer Tags. For Members and Specific Customer Tags, customers are required to log in before checkout. On the other hand, promotions that target All Customers do not require customers to log in to their accounts. 

In this article, you can find detailed instructions on how to set up store promotions targeting different customer groups. 

 

1. Check your plan 

In the upper right corner of SHOPLINE Admin, go to ["Hello, OOO"] > ["My Subscription & Billing"] to view your store's plans and modules.

  1. If you see the screen below, with the headings "Paid" and "Modules" in the "Plan Subscription" section, please confirm whether your store has an e-Commerce; Social Commerce; or Retail POS plan. If so, you can skip to section 2.
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  2. If you see the screen as below, where there is the heading "Current Plan" please make sure that under plan you have a  Premium; O2O; Enterprise; or Cross-Border plan.
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    If so, please go to [App] > [App Store] in the left menu to install the feature.

2. Setting "All Customers" as your target group 

Step 1: Set target group 

Selecting “All Customers” will also make the promotion available to both customers that have not logged in as a store member.

*Please note: Customers that have registered as store members but that fail to log in before checkout will be identified as a normal guest checkout, and will only eligible for "All Customers" promotions. 

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Step 2: Additional settings 

  • In the “Additional settings” section, you can choose to either make the promotion “Unlimited”, “Once per member” or “For first purchase only (coming soon)”.
  • If a customer checks out as a guest without logging in as a member, the system will check the email/phone number used during the second step of the checkout process to see if the customer qualifies for the promotion. If you have set your promotion to be available to “All customers”.
    *Friendly reminder: If a customer that has already made a purchase attempts to apply a "For first purchase only" code, then they will be prompted to remove the coupon before they can complete the checkout process.  

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If you check the "Display coupon in member account" box for first purchase coupon, customers that have not yet made a purchase will be able to view the coupon code on your store's member center page. Customers that have already made a purchase will not be able to view the coupon code. 

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*Please note: Customers that have placed orders for which the order status is now "Open"; "Confirmed"; or "Completed" will not be able to use a "For first purchase only" coupon code. Customers that have placed orders for which the order status is now "Cancelled" will be able to use a "For first purchase only" coupon code. 

 

3. Setting "Members" as your target group 

Step 1: Set target group

When setting a promotion's target group as "Members", customers must be logged in as a store member to use the promotionFor promotions targeting store members, you have to choose a "Target Group" and "Limit per Member" to complete the setting.  

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Step 2: Select member tiers

You can decide whether all members are able to use promotions or only apply it to specific membership tier(s). For example, if you're planning a special discount for VIPs, you can choose to target "VIP tier."

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*Note: Store members/members in specific membership tier(s) are required to log in to use "All Members" promotions. 

 

Step 3: Additional settings 

In this section, you can set the limit per member by selecting from the following options: 

  1. Unlimited: Select this if you do not want to place any restrictions on the availability of the promotion
  2. One per member: When creating special one-off promotions that you intend to be used by each member only once. 
  3. For first purchase only (coming soon): Available to customers that do not have any valid orders when signing up as a member 

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4. Set target group using customer tags 

Step 1: Set target group 

*Note: Make sure you are already using the Promotions module before setting up promotions for specific customer tags. 

By choosing "Specific Customer Tags," only customers with the specific tags are eligible for the promotions.  You have to choose "Customer Tags" and "Limit per Member" to complete the setting. Customers with the tags need to log in to use the promotions. 

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Step 2: Select customer tags

Only customers with specific customer tags are targeted for these promotions. Choose up to 10 tags you are targeting to finish the setting process (Please refer to Customer Tag & Note for setting up customer tags.)

Note: Customers with the tags need to log in to use the promotions. 

 

Step 3: Additional settings 

In this section, you can set the limit per member by selecting from the following options: 

  1. Unlimited: Select this if you do not want to place any restrictions on the availability of the promotion
  2. One per member: When creating special one-off promotions that you intend to be used by each member only once. 
  3. For first purchase only (coming soon): Available to customers that do not have any valid orders when signing up as a member 

5. Notes 

  • Support for the application of "For first purchase only" promotions is available for the following: Social Commerce created orders; POS APP checkout page (staff members must add a customer to the order in the cart section in order to apply the promotion.) 

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After completing the Target Group settings, please see the FAQs below for steps three and four of the setup:

"Promotions & Reward" Step 3 - Set Benefits & Criteria

[Promotions & Reward] Step 4. Set Valid Payment & Delivery Options

 

 

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