The audience decides which customers get the discount. It is the Audience step of the wizard, and it is optional: with no filters, the discount reaches any customer who meets the rest of the conditions.
Step by step
- In the side menu, go to Catalog → Discounts and open the discount (or click New discount).
- Go to the Audience step. It is the sixth one and it is marked optional.
- Turn on the filters you need. They appear in this order: - Quick filters → First purchase - Segments → New customer / Returning customer / Inactive customer - Specific customers - Price lists - Customer classification - Tax condition (the options depend on your business's country) - Payment methods
- Continue to Review and click Save.
Filters combine with AND: the customer has to meet all of the ones you turn on. The only exception is segments, where meeting one is enough.
Different discounts per price list
This is the answer to "can I assign different discounts to each price list?". Yes, and you do it here, not in the scope:
- Create one rule per list.
- Under Audience → Price lists, choose Only these and tick the list.
- Set the percentage or the ladder that belongs to each rule.
You can also do it the other way round with Everyone except these, so a general promotion does not reach one particular list.
Do not confuse this with the price-list scope, which filters which products are included, not which customers. See Which products it applies to.
Specific customers
With the All / Only these / Everyone except these selector:
- Only these: the discount applies solely to the customers you pick. This is how you give a negotiated condition to one particular customer.
- Everyone except these: all customers except the ones you tick. This is how you take a general discount away from one customer without touching the rule for everybody else.
Classification and tax condition
- Customer classification: the trade category you have assigned to your customers.
- Tax condition: the customer's tax status. The options depend on your business's country; if your country has no tax conditions configured, the section does not appear.
First purchase
Under Quick filters, the First purchase toggle limits the discount to customers who have never bought (zero orders). This is the classic welcome promotion.
Automatic segments
Groups the system calculates on its own, based on purchase history. Turn on the one you want and adjust its threshold on the same line:
| Segment | What it means | Default threshold |
|---|---|---|
| New customer | Registered N days ago or less | 30 days |
| Returning customer | Placed N orders or more in the last M days | 3 orders in 60 days |
| Inactive customer | Has not bought in N days or more | 90 days |
"Returning" is a rolling window, not a lifetime total: it counts the orders placed within the last M days. A customer with 40 orders from two years ago is not returning.
If you turn on several segments, meeting any of them is enough. This is useful for reactivating inactive buyers or rewarding returning ones without tagging customers by hand.
Payment method
Under Payment methods you pick the methods that trigger the discount. Example: "an extra 5% off when paying by bank transfer".
This discount only appears once the customer picks the payment method at checkout, not before. It is not shown on the product page or in the catalog price.
Discount cap for one customer
If what you are after is "this customer must not get more than $X of discount", that is not in Audience: it is the Per-customer cap and the Cap period, on the Advanced rules step. See Stacking, priority and limits.
The customer's custom discount
There is a second route, outside the discount engine: the Custom discount field on the customer record (Sales → Customers, commercial conditions card). It is a fixed percentage always applied to that customer.
That percentage competes with what the engine calculates: the larger of the two is applied, not the sum. If a customer is getting a percentage you did not set up in any discount, check that field on their record: it is the usual cause.
Privacy
A customer only "sees" the discounts they qualify for. The audience is resolved on the server, so the rules they are excluded from never reach their browser. The only exception is the payment method filter, which by definition is evaluated when the customer chooses how to pay.
If you cannot find it
- You cannot find a filter for "customers with an account" or "guests". It is not available: the platform is wholesale and every purchase comes from a customer with an account.
- You do not see the Tax condition section. It depends on the country configured for your business. If your country has no tax conditions defined, the section is not shown.
- You set the audience and the customer still does not see the discount. Also check the schedule, the scope and that the discount is Active. The Simulator lets you start from a real customer and tells you exactly which filter failed.
- You want a product to be invisible to certain customers. That is not done with discounts: it is catalog visibility and price lists, not a discount rule.
- You do not see "Discounts" in the menu. Sellers do not manage discounts. See Introduction.
Examples
- VIP: Specific customers = Only these + Percent off 10%.
- Welcome: First purchase + coupon + Percent off 15%.
- Win-back: segment Inactive customer at 60 days + Percent off 12%.
- Premium channel: Price lists = Only these (Premium) + a more aggressive volume ladder.
- Bank transfer payment: Payment methods = transfer + Percent off 5%.