Custom Pricing Overview: Customer Tags

Overview

Customer pricing tags allow you to control which of your customers will receive your wholesale discounts in Custom Pricing.

You're able to name the tag, set a discount percentage, and decide how taxes are charged. You can also create multiple tags to apply to different customer "tiers" and offer separate pricing discounts for certain groups of customers.

You can then apply these tags to specific customer accounts to provide them with their pricing discounts.

Create, edit, or delete customer tags.

 


 

Functionality

When a customer is assigned a tag, the app will convert the prices of your products to reflect the discount that a customer is assigned.

Note: Customers must be logged into their account in order for the app to see their tags and provide them with the correct discount.

When creating a new tag, you're able to set the discount percentage that it will provide customers, as well as if new customers will be automatically tagged by setting auto-tagging parameters. You can read more about this below, under "Features".

If you do not auto-tag customers, you will need to manually add this tag to their customer account in Shopify's admin.

 Example

Here are a couple of examples showing what a customer would see on a product page while logged into a tagged account and while not logged in with a tagged account. The customer's discount is 50% off when logged in.

Logged in Tagged Screenshot Example

Non-Tagged Screenshot Example

 


 

Features

Prioritizing tags

You're able to reorder your customer tags in order to prioritize the from most-prioritized (top), to least-prioritized (bottom). This is used for the auto-tagging feature in order to determine which tag should be applied to a customer's account if they meet several conditions at once.

 

Auto-tagging (Premium)

If you are using the premium version of Custom Pricing, you're able to set auto-tagging rules for your customer tags. This will automatically assign a customer the corresponding tag once they meet the conditions you've set out for that tag.

Conditions that can be set are:

  • Amount of money a customer has spent
  • Number of orders a customer has placed
  • Country that a customer's billing or shipping address is in
  • Product(s) a customer has purchased

When selecting a way to auto-tag, this is how it's set up in the app:

  • By History: The amount you enter in the tag settings will be compared against the customer's total amount spent. If they meet or exceed that amount, their account will be tagged with the corresponding customer tag.
  • By Product: When a customer purchases the selected product, their account will be tagged. However, it's worth noting that they will not receive their discount on this order, if it is the first time they are purchasing the product. The tag is only added after the initial purchase is made.
  • By Country: The customer will be tagged based on the address they enter for their customer account.

Ready to start auto-tagging your customers?

 

Send emails to auto-tagged customers

You're also able to automatically send an email to specific customers who have been auto-tagged. You can create an automated email for each customer tag that you have created.

Note: Emails will only be sent to customers who have been tagged via the auto-tag rules. This will not work if customers have been manually tagged from within Shopify's admin.

Learn how to send auto-tagged emails.

 

Storewide (default) discount

You can apply a storewide discount (% off) for a specific tag, which will only be visible to users logged in with the tag specified.

Note: The storewide discounts feature is not available while on the Variant Dependant Method.

This is the order that the app uses to determine which discount will apply while Custom Pricing is set to Variant Dependant Method (Version 1) or Draft Order Method (Standard - Version 2):

  1. Detailed Pricing
  2. Product Pricing Groups
  3. Customer Tags (Default Discount) 

While Custom Pricing is set to Accelerated Method (Version 3), the highest/best discount that is set within the app for your products will apply on the storefront.

If your discounts are not reflecting on the storefront, please contact our Merchant Success team.

Was this article helpful?
0 out of 0 found this helpful