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.
This article will cover the following:
1. Check your store plan
In SHOPLINE Admin, go to [Hello, OOO] > [My Subscription & Billing] to see details of your current plan and modules.
- There are Plans and Modules under the "Paid Subscription". Please first check if your store is using the e-Commerce, Social Commerce, or Retail POS plan. If so, you can skip to Step 2.
- If you are using the Basic, Advanced, Premium, O2O, or Enterprise plan (as shown below). Please confirm whether your store is using Premium, O2O, Enterprise, or Cross-Border plan.
If so, please go to [Apps] > [Apps Store] in the left menu to install the feature.
2. Set the target group
i. All Customers
Step 1. Select the target group
Selecting “All Customers” will also make the promotion available to both customers who have not logged in as store members.
*Note: Customers who have registered as store members but fail to log in before checkout will be identified as normal guest checkout, and will only be eligible for "All Customers" promotions.
Step 2. Additional settings
In the “Additional settings” section, you can choose to either make the promotion "Unlimited" or "For first purchase only".
[Coming Soon] If you select "First time purchase only", there will be advanced options for "First purchase in all channels" and "First purchase in selected channels". Each customer can only enjoy this offer when they place an order for the first time in your selected channels.
*Notes:
- If the customer has already placed an order with the status "Opened," "Confirmed," or "Completed", the first-time purchase discount will no longer be available. This does not apply to orders that have been "Cancelled" or deleted.
- The "First-time purchase only" feature is only applicable to merchants who own the "Promotions" module.
- [Coming Soon] In "Promotions Step 1 - General Information", if you select all channels as the available channel, the "First purchase in all channels" and "First purchase in selected channels" options will not be available. "Selected Channel" refers to the available channel selected.
Example
Example 1
As shown in the image below, if "All Channels"
(Online Store/Shopper App/Retail Store) are selected in
"Promotions Step 1 - General Information",
then in Step 2, when selecting "For first purchase only",the "First purchase in all channels" and "First purchase in selected channels" options
will not be displayed.
Example 2
As shown in the image below, if "Online Store"
are selected in "Promotions Step 1 - General Information", then in Step 2,
when selecting "For first purchase only",the "First purchase in all channels" and "First purchase in selected channels" options will be available. The selected channels refer to the "Online Store" channel you selected.
If a customer checks out as a guest without logging in, the system will verify their eligibility for the promotion based on the email or phone number entered during the second step of checkout.
If you want the promotion to be available to "All customers", it must be set up using the "Coupon Code" method. This prevents the discount from being automatically applied to non-logged-in customers, which could lead to checkout failure.
If you check the "Display coupon in member account" box for the first purchase coupon, customers who have not yet made a purchase will be able to view the coupon code on your store's member center page. Customers who have already made a purchase will not be able to view the coupon code.
ii. Members
Step 1. Select target group
When setting a promotion's target group as "Members," customers must be logged in as store members to use the promotion.
Step 2. Select membership tiers
You can decide whether all members can use promotions or only apply the promotion to specific membership tier(s). For example, if you're planning a special discount for VIPs, you can choose to target the "VIP tier".
*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:
- Unlimited: Select this if you do not want to place any restrictions on the availability of the promotion
- One per member: When creating special one-off promotions that you intend to be used by each member only once.
- For first purchase only: Available to customers who do not have any valid orders when signing up as a member
[Coming Soon] If you select "First time purchase only", there will be advanced options for "First purchase in all channels" and "First purchase in selected channels". Each customer can only enjoy this offer when they place an order for the first time in your selected channels.
*Notes:
- If the customer has already placed an order with the status "Opened," "Confirmed," or "Completed", the first-time purchase discount will no longer be available. This does not apply to orders that have been "Cancelled" or deleted.
- The "First-time purchase only" function is only applicable to merchants who own the "Promotions" module.
- [Coming Soon] In "Promotions Step 1 - General Information", if you select all channels as the available channel, the "First purchase in all channels" and "First purchase in selected channels" options will not be available. "Selected Channel" refers to the available channel selected.
Example
Example 1
As shown in the image below, if "All Channels"
(Online Store/Shopper App/Retail Store) are selected in
"Promotions Step 1 - General Information",
then in Step 2, when selecting "For first purchase only",the "First purchase in all channels" and "First purchase in selected channels" options
will not be displayed.
Example 2
As shown in the image below, if "Online Store"
are selected in "Promotions Step 1 - General Information", then in Step 2,
when selecting "For first purchase only",the "First purchase in all channels" and "First purchase in selected channels" options will be available. The selected channels refer to the "Online Store" channel you selected.
iii. Specific customer tags
*Note: This feature is only applicable to merchants who own the "Promotions" module.
Step 1. Select the target group
By choosing "Specific Customer Tags," only customers with specific tags are eligible for the promotions. Therefore, customers must be logged in during checkout to qualify for this discount.
Step 2. Select customer tags
Only customers with specific customer tags are targeted for these promotions. You can choose up to 10 tags.
*Notes:
- Customers with the tags need to be logged in to use the promotions.
- Click the
icon to delete the selected customer tag.
Step 3. Additional settings
In this section, you can set the limit per member by selecting from the following options:
- Unlimited: Select this if you do not want to place any restrictions on the availability of the promotion
- One per member: When creating special one-off promotions that you intend to be used by each member only once.
- For first purchase only: Available to customers who do not have any valid orders when signing up as a member
[Coming Soon] If you select "First time purchase only", there will be advanced options for "First purchase in all channels" and "First purchase in selected channels". Each customer can only enjoy this offer when they place an order for the first time in your selected channels.
*Notes:
- If the customer has already placed an order with the status "Opened," "Confirmed," or "Completed", the first-time purchase discount will no longer be available. This does not apply to orders that have been "Cancelled" or deleted.
- The "First-time purchase only" function is only applicable to merchants who own the "Promotions" module.
- [Coming Soon] In "Promotions Step 1 - General Information", if you select all channels as the available channel, the "First purchase in all channels" and "First purchase in selected channels" options will not be available. "Selected Channel" refers to the available channel selected.
Example
Example 1
As shown in the image below, if "All Channels"
(Online Store/Shopper App/Retail Store) are selected in
"Promotions Step 1 - General Information",
then in Step 2, when selecting "For first purchase only",the "First purchase in all channels" and "First purchase in selected channels" options
will not be displayed.
Example 2
As shown in the image below, if "Online Store"
are selected in "Promotions Step 1 - General Information", then in Step 2,
when selecting "For first purchase only",the "First purchase in all channels" and "First purchase in selected channels" options will be available. The selected channels refer to the "Online Store" channel you selected.
3. 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 for the promotion.)
After completing the Target Group settings, please see the FAQs
below for Steps 3 and 4 of the setup:
Promotions Step 3 - Set Benefits & Criteria
Promotions Step 4 - Set Valid Payment & Delivery Options
Read More
- Promotions Step 1 - General Information
- Free Shipping Promotion Step 1 - General Information
- Bundle Promotion Step 1 - General Information
- A+B Promotion Step 1 - General Information
- Buy X Get Y Promotion Step 1 - General Information
- Customer Segments - Send Coupons
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