Discounts for customer segments or markets

Every discount type except code rules has an Eligibility card, under Active dates. Leave it on All customers, or choose:

• Specific customer segments to give the discount only to customers in the segments you tick, such as your own “VIP customers”, or Shopify’s “Customers who haven’t purchased” for a first-order discount.
• Specific markets to give the discount only at checkouts in the markets you tick, such as Canada. See markets.

A discount has one choice at a time: segments or markets, not both. Shopify checks either one itself at checkout.

Set it up

1. If you don’t have the segment yet, make it in Shopify admin under Customers → Segments.
2. Open the discount in Checkout Buddy. In Eligibility, choose Specific customer segments.
3. Tick one or more segments. Search finds a segment by name. Ticked segments show above the list: click × on one to remove it.
4. Click Save. The summary says which segments the discount is for.

A customer in any of the picked segments gets the discount. To give it to everyone again, choose All customers and save.

Who gets it

At checkout, Shopify matches the buyer to a customer by their login, or by the email they enter. A buyer who matches a customer in a picked segment gets the discount.

• An automatic discount applies once Shopify has matched the buyer.
• A discount code can show as applied before the buyer enters an email. If the email isn’t in a picked segment, Shopify takes it off and says the code “isn’t available to you right now”.
• A new buyer, whose email isn’t a customer yet, counts as having no orders.

First-order discounts

Pick Shopify’s ready-made segment Customers who haven’t purchased. Customers with no orders get the discount, and so do new buyers whose email isn’t a customer yet.

Segments or customer tags

• Segments are groups Shopify keeps up to date for you, such as customers who have ordered more than once, or email subscribers. Pick them in Eligibility.
• Customer tags are a condition in the discount’s Conditions card, for tags you add yourself or with Flow.

If a discount has both, the customer has to be in a picked segment and pass the tag condition.

Markets

1. Open the discount in Checkout Buddy. In Eligibility, choose Specific markets.
2. Tick one or more of your Shopify markets. Markets that aren’t active are marked “(inactive)”, and B2B and point of sale markets say so under their name.
3. Click Save. The summary says “Only in Canada”, or how many markets it’s in.

Shopify applies the discount only at checkouts in the picked markets, and leaves it off everywhere else. Make and edit markets in Shopify admin under Settings → Markets.

Things to know

• Shopify matches by email too. A buyer who types the email of a customer in a picked segment gets the discount without logging in.
• Deleted segments: if you delete a segment in Shopify, Shopify takes it off your discounts, and ends a discount that was only for that segment. The discount’s page marks the segment as deleted: remove it, pick another segment or All customers, turn the discount back on and save.
• Deleted markets: the discount’s page marks a market you deleted in Shopify as “(deleted)”. Untick it, then save.
• B2B and point of sale buyers aren’t in a country market. Shopify counts a B2B buyer in your B2B market and a sale at a point of sale location in that location’s market, so a discount for Canada doesn’t reach a B2B buyer shipping to Canada. To include them, tick their markets too. Shopify turns on discounts for B2B in new B2B stores; where they’re off, saving a discount with a B2B market fails with “Discounts cannot be assigned to B2B markets. Contact Shopify support to enable B2B discounts.”
• Pick at least one. A discount set to Specific customer segments or Specific markets can’t be saved without one.
• Only discounts have Eligibility. Blocks and payment and shipping method functions use the Customer tags condition instead.