Promotions 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. 

 

1. Check your plan 

In SHOPLINE Admin, go to [Hello, OOO] > [My Subscription & Billing] to see details of your current plan and modules. 

  1. 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.
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  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.
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    If so, please go to [Apps] > [Apps 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 store members.

*Note: Customers that have registered as store members but that fail to log in before checkout will be identified as normal guest checkout, and will only be 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" or "For first purchase only". If you select "First time purchase only", each customer can only enjoy this offer when they place an order for the first time.
    *Note: 
    • If the customer has placed an order and the order status is "Opened, Confirmed, Completed", the first-time purchase discount will not be available, and "Cancelled" and deleted orders are exceptions. 
    • The "First-time purchase only" function is only applicable to the Promotions module. Please contact our Online Merchant Success Team if you want to purchase this module.
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  • 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 want to set your promotion to be available to “All customers”, the system only supports this through the"Discount code" method to avoid customers that have not logged in being automatically applied the discount and fail to checkout.
     
    *Tip: 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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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 store members to use the promotion.  For 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 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."

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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: 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 specific tags are eligible for the promotions. Therefore customers must be logged in during checkout to qualify for this discount. 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 be logged 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: 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 for the promotion.) 9.png
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

 

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