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Discount based on User Role

Learn how to offer discounts for particular user roles with the help of the Discount Rules for Woocommerce plugin.

Ramesh avatar
Written by Ramesh
Updated over a week ago

Introduction:

User role-based discounts are discounts offered to customers based on their assigned user role in your WooCommerce store.

For example, wholesale customers can be assigned a user role and provided with a bulk discount while retail customers can be assigned a different user role with no discount.

These types of discounts aim to offer a customized shopping experience to customers, while also simplifying the process of managing discounts and promotions for store owners. With the Discount Rules for WooCommerce plugin, discounts are automatically applied based on the customer's assigned user role, which helps store owners save time and effort.

Below are some examples of discount scenarios based on user roles:

  • Wholesale customers receive bulk discounts

  • Customers receive a 5% discount

  • Subscribers receive a 20% discount from whole cart

To create discount rules with user role conditions, you need to have the Discount Rules PRO plugin installed and activated. You can purchase the PRO version by clicking on the provided button.

Now, let's take a closer look at each example in detail.

Please note that for the following example to work, it is assumed that you have already assigned the wholesale customers to a user role. User roles are a concept in WordPress that allows you to create any number of roles and assign users to them. You can use plugins like User Role Editor to do this. If you haven't already assigned your users to any roles, we recommend that you consider assigning your wholesale customers to a user role to take advantage of the discounts.

Example 1 : Wholesale customers receive bulk discounts

This example illustrates how to provide bulk discounts to customers who belong to the "wholesale" user role in a WooCommerce store. These customers can enjoy discounts on their purchases when buying items in bulk quantities.

For instance, they may receive a 5% discount when they buy 5 items, a 10% discount when they buy 10 items, and a 15% discount when they buy 15 items, regardless of the product.

To create this rule, follow these steps

Creating a Discount Rule:

  • Go to WordPress dashboard -> Woocommerce -> Discount Rules -> Click on “Add New Rule” button

  • Select the discount types as “Bulk discount”, since we are offering bulk discount for “wholesale” user roles.

Then configure the discount rule as seen in the below screenshot:

To configure the rule with “User role” condition, follow these steps:

  • Choose "All Products" as Filter or other options such as Categories, Products, Attributes, Tags, or Sku's.

  • Choose count quantities by to “Filter set above”

  • Set the first range (minimum and maximum quantity as 5 and 9) and set discount percentage. You also have options to choose Fixed discount or Fixed price for item.

  • Then, add other ranges as shown in screenshot using the “Add Range” button

  • Add additional condition as “User Role” and select Wholesale role here

  • Click "SAVE" after creating the rule successfully.

Now, for wholesale customers (who logged in using a wholesale account), will receive a bulk discount based on their purchasing quantity.

Here is the cart page screenshot of wholesale customer account receiving bulk discount while buying 5 quantities:

Refer this video to know more about Wholesaler User Role conditional scenarios:

Example 2: Customers receive a 5% discount

This example illustrates how to offer discounts that are targeted towards customers who have been assigned to the "Customer" user role. So, any customer who belongs to the "Customer" user role will receive a 5% discount on their purchase.

To create this rule, follow these steps

Creating a Discount Rule:

  • Go to WordPress dashboard -> Woocommerce -> Discount Rules -> Click on “Add New Rule” button

  • Select the discount types as “Product Adjustment”, since we are offering store wide 5% off for customers in “Customer” user role.

Then configure the discount rule as seen in the below screenshot:

To configure the rule with “User role” condition, follow these steps:

  • Choose "All Products" (storewide) from the filter options. You also have options like specific Categories, selected Products, Attributes, Tags, Sku’s and so on… You can choose the option depending upon your requirement.

  • Set the discount type to a 5% percentage discount. You also have options to choose Fixed discount or Fixed price per item

  • Include “User role” as additional condition and add the “Customer” user role here

  • Click on “SAVE” once we have successfully created the rule.

Now, for customers (who logged in using a Customer userrole account), will receive 5% off on all products in store.

Here is the cart page screenshot of “Customer” user role account receiving 5% off on all products in cart:

Example 3: Subscribers receive a 20% discount from whole cart

This example illustrates how to offer discounts that are targeted towards customers who have been assigned the "Subscriber" user role. So, any customer who belongs to the "Subscriber" user role will receive a 20% off from their whole cart.

To create this rule, follow these steps

Creating a Discount Rule:

  • Go to WordPress dashboard -> Woocommerce -> Discount Rules -> Click on “Add New Rule” button

  • Select the discount types as “Cart Adjustment”, since we are offering 20% off from the whole cart for customers in the “Subscriber” user role.

Then configure the discount rule as seen in the below screenshot:

To configure the rule with “User role” condition, follow these steps:

  • Choose "All Products" (storewide) from the filter options. You also have options like specific Categories, selected Products, Attributes, Tags, Sku’s and so on… You can choose the option depending upon your requirement.

  • Set the discount type to a 20% percentage discount. You also have options to choose Fixed discount or Fixed discount per product

  • Include “User role” as additional condition and add the “Subscriber” user role here

  • Click on “SAVE” once we have successfully created the rule.

Now, customers (who logged in using a Subscriber user role account), will receive 20% off from their whole cart.

Here is the cart page screenshot of “Subscriber” user role account receiving 20% off from whole cart:

The above discussed scenarios require a PRO version.

Next Steps:

You may also want to check out these helpful guides:

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