The audience decides which customers receive the discount. It's the "Who does it apply to?" step in the wizard. If you don't set any filter, the discount reaches any customer who meets the rest of the conditions; each filter you add narrows it down.
Filters combine: the customer must meet all of the ones you enable to receive the discount.
By price list
Apply the discount only to customers who have a certain price list assigned (included), or exclude those on certain lists. Useful for differentiating conditions by channel or commercial segment.
Specific customers
- Included customers: only these customers (ideal for VIP agreements or one-off negotiations).
- Excluded customers: everyone except these.
Classification and tax status
- Customer classification (category): apply it according to how you categorize your customers.
- Tax status: according to the customer's tax situation.
First purchase
Only for customers who have never bought before. Combined with a coupon, it's the classic welcome promo. See Coupons.
Automatic segments
Groups the system calculates based on the customer's purchase history. Enable whichever you want and adjust their thresholds:
| Segment | Means | Threshold you define |
|---|---|---|
| New | Registered recently | Days since registration |
| Returning | Buys often | Number of orders within a window of days |
| Inactive | Hasn't bought in a while | Days without orders |
If you enable several segments, meeting any one of them is enough. It's handy for reactivating inactive customers or rewarding returning ones without tagging customers by hand.
Payment method
Apply the discount according to the payment method chosen at checkout. E.g.: "5% extra when paying by bank transfer". This discount only appears once the customer chooses the method. See How your customer sees it.
Examples
- VIP: included customers = (your customer list), 10% effect.
- Welcome: first purchase + coupon
BIENVENIDO, 15% effect. - Reactivation: inactive segment (60 days without buying), 12% effect.
- Premium channel: "Premium" price list included, a more aggressive volume tier.
Privacy
A customer only "sees" the discounts they qualify for. Rules they're excluded from are neither shown nor filtered in their store.