Different women with different bags depicting different discounts based on roles.
Posted at 

March 21, 2019

 | 
By 

Adedayo Adeniyi

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Giving discounts is an ancient tradition that always brings results – many merchants from ages past have used this technique to clear out unmoving stock, attract new curious customers, and strengthen brand loyalty. Discounts work for any business that sells goods and services, in any location in the world. If you spend the time to tailor your discounts to certain scenarios or conditions, you will definitely get better results.

In this article, I will give an overview of the different types of role-based discounts that you can create for your users to enjoy. Likewise, in the other articles in this series, we emphasize the different discount conditions that your WooCommerce store can benefit from when applied to discounts that you provide. The series include articles on ‘How to increase sales with Membership Discounts‘, ‘How to set up affiliate links discounts‘, growing your newsletter base using discounts and more.

 

WooCommerce Role based Discounts

What are role based discounts? Role based discounts are discounts that are available to your customers based on their roles in your e-commerce store. The roles that exist in a typical WooCommerce store include Customer, Shop Manager. Other roles that can be found within a typical WordPress site include Administrator, Editor, Author, Contributor, Subscriber. There are plugins that you could use to create more roles and define their capabilities, within your site. Great examples include the User Role Editor plugin, the popular Members plugin, and the Restrict User Access plugin.

 

WooCommerce All Discounts plugin has options to let you set discounts for any customer role existing within your WooCommerce store. These discounts can be of a fixed amount or a percentage. The discount you set up can also be deducted from the subtotal of the order, from the total order amount (including or excluding taxes), from the shipping fees or more. The WooCommerce All Discounts plugin even lets you apply a fixed product price as a discount method, or offer a free gift.

 

A typical WooCommerce All Discount, is set up by focusing on three aspects: the rules, the action, and the percentage or fixed amount to apply. The rules are the statements that determine the conditions under which the discount will be applied, while the action entails the result of applying the rules. So the discount application usually gives options like what percentage or fixed amount to apply as the discount.

 

Types of WooCommerce role based Discounts

To implement a WooCommerce role based discount, your rules must include this rule: IF Customer Role [IN or NOT IN] your selected role, which you choose from a list of all the roles existing on the site. This rule can be combined with other rules to achieve different types of discounts. Some of them are listed below:

  1. Discounts on products

    This involves discounts on product item prices, either individually or from within a previously-created product list. Examples:

    1. Previously ordered products count

      Say you notice that your customers do not seem to turn into repeat clients. You could give them a discount to encourage them to come again, by rewarding their previous orders on your site. For instance, give a 50% discount to users in the Subscriber role that have bought up to 5 products from the “Sports Shoes” category, previously.

      Subscribers 50% discount
      Subscribers get 50% discount if they have previously bought 5 items from the Sport Shoes category
    2. Particular products

      If you notice that a particular product is not moving as quickly as you want, you could reward buyers by offering a discount to whoever chooses the product. For example, give $10 discount to users in the “Dancers” role that have one or more products inside the “Leotards” product list, in their cart.

      Dancers get $10 off products in Leotards
    3. Previously ordered products from a list

      You can actually add other variables to the discounts that you offer your repeat buyers, by rewarding them with a discount, if they bought particular products previously. For example, on Thursday, between noon and 6 pm, let users in the “Teen Titans” role have access to 15% discount on products in the “Surfboard” product list IF they bought at least one product from the same list in a previous order.

      Teen Titans discount
  2. Discounts on cart totals

    This involves discounts on the totals within the shopping carts of the customer. This works regardless of the products chosen and works with the amounts aggregated before payment. Examples:

    1. Subtotal in cart

      If you want your buyers to actually spend more in your shop, you could give them discounts based on how much they have already earmarked to spend, in the shopping cart. For instance, give $10 discount to users in the “Privileged” role, that have a subtotal of $140 in their cart.

      Subtotal discount example
      Discount when user’s subtotal bill is a certain amount
    2. Subtotal with taxes in cart

      Giving your buyers a discount based on their subtotal is great, but what if you gave them a discount that is also based on their total plus the taxes calculated? That is also possible with the WooCommerce All Discounts plugin, e.g. give 25% discount to any customer in the “Subscribers” role that has a subtotal of $250 including taxes, in their cart.

      Role Discounts Example 05
      Subscribers role 25% discount
    3. Total amount spent

      You can also reward the customer based on how much in total, they have spent in your shop. This encourages clients to return again and again because they feel that they will get some of their money back by doing so. For example: give 51% discount to any customer in the “Elders” role that has spent a total of $300 or more in the WooCommerce store previously.

      51% discount for Elders
      Elders who have spent $300 in the store get 51% off on their order
  3. Discounts on billing and shipping

    Customers can receive discounts on shipping costs or billing, depending on the shipping destination. The major reason that this type of discount is great is because it lets you encourage purchases from different locations on the globe. Examples:

    1. Shop currency

      Are the conversion rates for a particular currency minimal for your store? Or maybe you want people to buy in your local currency only but don’t want to limit them? Then you can encourage them to buy in that particular currency by giving discounts based on the currency you would like to favor. For example, give a 5% discount to customers in the “Subscriber” role that selected the Nigerian Naira currency for payment.

      Discount based on currency
      5% discount for Subscribers based on currency chosen
    2. Payment gateway

      Is it easier for you to process sales using a particular payment gateway? By rewarding those who use that gateway with a discount, you can ensure that more of your payments are processed through that channel e.g. give a 10% discount to customers in the “Asia client” role that bought a total of $210 (or more) worth of goods including taxes and used the Paypal payment gateway.

    3. Customer billing country

      The same could be said for giving discounts based on the billing country: You could benefit from encouraging sales from your current country for instance, by providing discounts for those that bill from that country. E.g. give a 5% discount to customers in the “USA client” role whose billing country is the United States of America.

    4. Customer billing state

      Giving discounts based on the billing location can also be narrowed down to the billing state of the customer. This can be tied to a seasonal holiday specific to that state, for instance. E.g. give 6% discount to customers in the “USA client” role whose billing state is Texas.

      6% discount to USA clients billing from Texas
      6% discount to USA clients billing from Texas
    5. Shipping country

      Is it cheaper for you to ship to particular countries than others? You can encourage your clients to select these countries by giving a discount when they do. For instance, you can give a $40 discount to customers in the “Asia client” role whose shipping country is Japan.

      Asian client discount for Japan shipping country
      Asian client discount for Japan shipping country
    6. Shipping state

      Giving discounts to particular client roles based on shipping location can also be narrowed down to the state level, by giving discounts based on particular shipping states e.g. give a  23% discount to customers in the “Africa client” role whose shipping state is Lagos.

      African client discount for Lagos shipping state
      African client discount for Lagos shipping state
  4. Discounts on Customer’s activities

    There are sometimes that rewarding your customer’s activities for your site can productively increase their chances of coming back for more, and even spreading the word about your products and services. With the WooCommerce All Discounts plugin, you can actually reward the customers for things like positive reviews, belonging to particular groups on your site, or even subscribing to your mailing lists. Please take note that third-party plugins are integrated into some aspects:

    1. The Groups field is integrated with the Groups plugin for WordPress.
    2. The SendinBlue field is integrated with the SendinBlue Mailing list plugin for WooCommerce.
    3. The Newsletter field is integrated with the Newsletterplugin for WooCommerce.
    4. The MailChimp field is integrated with the MailChimp plugin for WooCommerce.
    5. The AffiliateWP field is integrated with the AffiliateWP plugin for WooCommerce.

    You have to add the API that will connect your site to these services in the WooCommerce All Discount plugin settings page. Examples of WooCommerce role based discounts based on the customer’s activities are:

    1. Reviews

      Clients belonging to a particular role can benefit from being in that role and also reviewing products previously in your store. For instance, give a 12% discount to customers in the “Giants” customer role who review products in the “Anastasia” product list.

    2. Groups

      If your shoppers are in particular groups using the Groups plugin for WordPress, then you can give them added value by proffering discounts based on their membership. For example, give a $20 discount to customers in the “Giants” customer role who belong to the group(s) you select.

    3. SendinBlue

      Do you use the SendinBlue plugin? Then you can give a discount based on SendinBlue your mailing list, as a benefit for being in particular roles in your shop. E.g. give a 10% discount to customers in the “Giants” customer role who have subscribed to your selected SendinBlue mailing list.

    4. Newsletter

      Would you like to encourage subscription to your Newsletter mailing list by a particular group or role in your shop? Giving them a discount based on their roles, and subscription can encourage more of these sets of customers to subscribe to the mailing list. For example, give a 5% discount to customers in the “Giants” customer role who have subscribed to your selected Newsletter mailing list.

    5. MailChimp

      Like the previous newsletter examples, you can encourage a particular set of customers in your shop to subscribe to your chosen mailing list by offering them juicy discounts based on their role and the mailing list. For instance, give a 7% discount to customers in the “Giants” customer role who have subscribed to your selected MailChimp mailing list.

    6. AffiliateWP

      Do you run affiliate networks for your store? If the answer is yes, then you could encourage membership, from a certain set of customers, based on their roles in your shop. For instance, give a 6% discount to customers in the “Giants” customer role who have followed any of your AffiliateWP links.

Steps to setting up role based discounts

To set up any of the types of WooCommerce role based discounts using the WooCommerce All Discounts plugin, please follow these steps:

  1. Map out your desired discount: – this gives you the edge of knowing what you want to achieve in plain terms.
  2. Roles: – Create the role you need if it does not exist already. You can use any of the mentioned plugins to create custom roles in your WooCommerce store.
  3. Product Lists: – If the desired discount requires product lists, please create them next, because Product Lists group together WooCommerce products that match your requirements. As a result, it is easier to create discounts tied to specific products e.g. products with a particular tag.
  4. Create your discount: – make sure that the rule that specifies the customer role is the very first one, e.g. if we were to implement the following example above, our rules will be:
    Example: Give $10 discount to users in the “Dancers” role that have one or more products inside the “Leotards” product list, in their cart.

    WooCommerce Role based discounts example: If customer role in Dancers, and if ordered products in Leotards
    Discount given based on Dancer Role

     

    Rules: IF Customer role IN Dancers and IF Order products in Leotards, [give] Fixed amount off product price: 10.

  5. Unless your desired discount requires other attributes, they remain optional, e.g. adding start and end dates.
  6. Save. Test. Repeat.

 

Conclusion

Ensure your customers never get bored: be dynamic with the discounts you offer them. Use different tools to keep the fire burning and keep them loyal to your brand. WooCommerce role based discounts are one sure way of guaranteeing that their position in your site is appreciated and recognized.

One such tool that will help you achieve what you need is the WooCommerce All Discounts plugin (WAD). The WooCommerce all Discounts plugin is a powerhouse of discount types and options, one of which is the role-based discount type.

Why not try the WooCommerce All Discounts plugin today? And if you have any misgivings, let us know via live-chat.

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