Limit a rule by order value, customer history, customer group, sales channel, delivery or pickup, and location.
Where to find itMarketing ToolsDiscount rulesAdd4. Who and where
Before you start
Needs the full offer engine in your plan, and the shop set to Discount engine for the rule to reach customers.
Plan
Growth
Needs
Included with the plan
Who can use this
Shop owner
Card 4. Who and where holds the conditions any offer type can use. Leave a field empty and it does not restrict the rule.
Minimums
Field
Rule
Minimum order value
The whole cart before any discount must reach it. Customers below it see "Add X more to get …"
Minimum units of the chosen products
Units of the lines selected in card 3. A product sold loose by weight counts as one
Customers
Field
Who qualifies
First order only (pair with "1 use per customer")
A customer with no earlier order at your shop
Returning customers only
A customer with at least one earlier order
Signed-in customers only
Anyone the checkout knows as a customer
Only on order number
The customer's order with exactly this number, for example 3 for the third order
Win back: no order for (days)
A customer whose last order is at least this many days old. Someone who never ordered does not qualify
Customer groups
Members of any group you pick. Shown when you have customer groups
Cancelled orders are not counted as earlier orders. An online order still waiting for its payment is.
A visitor who is not signed in sees "Sign in to get this offer." for any of these conditions.
Where customers order
Tick the channels the rule applies to. None ticked means everywhere.
Tick box
Channel
Mobile app
Your customer app
Online store
Your website
WhatsApp orders
See the note below
Orders created or edited in the panel
Orders your staff change after they were placed
Point of sale (in store)
The till
Delivery or pickup
Tick Delivery, Pickup or neither for both.
Locations
Shops with more than one location see Locations. The rule then applies only to orders fulfilled from the chosen locations: the store that delivers to the address, or the pickup store. None chosen means every location. A customer who types a code that belongs to another store sees "This offer isn't available from this store."
When conditions are checked
Customer, channel, delivery, location and schedule conditions are checked when the order is placed. If staff later remove items, the order keeps its offer even when it falls below the minimum.