How to show a tier only to some customers (VIP, B2B, campaign, dates)
Limit a tier by customer tags, segments, B2B or B2C, login state, traffic source, cart contents, country or dates. The automatic discount follows most of these rules.
Where the targeting settings are
Targeting is set per tier, in the tier card: Goals & Discounts, tab Goals. The cards are Customer eligibility, Traffic source, Cart state, Visitor location and the active dates. Click Save to apply.
A tier hidden by its targeting isn’t discounted at checkout either, except for the cart content conditions described below.
Customer eligibility
- Customer type: B2B only, B2C only or Both. B2B customers are identified by their Shopify company profile. Shopify only allows this filter on Shopify Plus stores, so the choice only shows there; elsewhere, use tags or segments.
- Login state: Connected only or Guest only.
- Customer tags: Customer with specific tags (at least one of them) or Customer without specific tags. Separate tags with commas. A guest has no tags.
- Customer segments: Customer in specific segments. This needs Allow access to customer data.
- Specific customers: Specific customers, up to 100. Add each customer by email or by ID (the number at the end of the customer page URL in your Shopify admin). This also needs Allow access to customer data.
- Apply on POS: also applies the discounts on Shopify Point of Sale. This setting is shared by all tiers.
A segment only applies to logged-in customers. Guests and customers outside the segment never get the tier’s discount or gift, and no error is shown. To keep a tier away from B2B customers, use B2C only rather than a segment, which would also exclude guests.
A customer list only applies to the listed customers once logged in: guests never see these tiers. The app shows each customer by number and order count, not by name: click the number to open the customer in Shopify. A tier uses either segments or a customer list, not both: checking one clears the other. For more than 100 customers, use a segment.
Traffic source: tiers for a campaign
Choose All visitors, or Depending on the UTM parameters of the visitor's landing URL. Then add rows of parameter, operator and value; all rows must match.
- Parameters: campaign, source, medium, content, term (
utm_campaign,utm_source,utm_medium,utm_content,utm_term). - Operators: is, is not, contains, does not contain, is present, is missing. Case and spaces are ignored.
- A missing parameter matches the negative operators: a direct visitor “is not” any campaign. This hides a public offer from campaign visitors.
Campaign link to share builds the link from your “is” rows, with Test in the store. Paste that exact link into your email or ad tool: a typo there is the first reason a campaign tier doesn’t show.
The source is saved on the cart for the whole visit, up to the order, where it appears in the order’s additional details in Shopify. The latest campaign link wins. It lasts as long as the Shopify cart. A shopper who lands directly on checkout from a campaign link has no source.
Cart state conditions
Cart state shows or hides the tier depending on the cart: Cart attribute, Product in collection, Specific product(s), Purchase type in cart or Cart amount is at least, combined with AND or OR.
Cart amount is at least shows the tier only from a given cart amount: a percentage of the tier threshold (90% by default) or a fixed amount. The field spells out the resulting amount. At 100% or more, the tier only appears once it's already unlocked and shoppers never see their progress toward it: the app warns you and offers to set it back to 90%.
Only Cart attribute conditions are also checked by the discount at checkout. The others only change what the bar shows. An attribute set by your theme during the visit (a gift wrap box ticked in the cart drawer) reaches checkout after the next page load.
Countries
Visitor location offers All countries or Specific countries, based on where the visitor is physically located. It appears when your store sells in several countries. To test, pick a country in Visitor location under the preview, or use a VPN and a private window on your store.
To keep a tier to some countries, the simplest way is now only on… at the end of the tier sentence (see markets): it follows your Shopify markets, so a country you add to a market later is covered without touching the tier, and the discount at checkout follows it too. Visitor location keeps working on top of it: a tier set to both shows only to visitors who pass both.
For a different threshold per country, keep All countries and use market exceptions instead.
Active dates
Set a start and an end date for a seasonal tier. Outside these dates, the tier is offered neither on the storefront nor at checkout.
The Shopify discount of a scheduled gift tier shows as Active in Shopify Discounts before the start date. That is expected: the gift is still not offered before the date. Percentage and amount-off tiers show as Scheduled.
If the tier's discount is in a Shopify rollout, the rollout manages its dates: the fields are locked while it runs. See discount not applied.
Check in the preview
The preview can simulate tags, segments, country, traffic source, cart attributes and purchase type, so you can see the bar as each customer will. Discount missing for a targeted customer? See discount not applied.
Something missing? Write to support@yaco.studio, or try it first in the demo.