Overview

This use case explores common scenarios merchants face when applying automatic discounts to tagged customers in Shopify. From rewarding returning customers to offering first-time purchase incentives, delivering tailored promotions to the right segments can be complex and time-consuming. With support from miniOrange’s LockOn-Restrict Store app, these discounts can be applied seamlessly and automatically at checkout.

Prerequisites:

In this section, we’ll discuss everything from requirements and implementation process to results.

• Key Requirements:

LockOn‑ Content Restriction

Control access to your store and provide automatic discounts to tagged customers with advanced targeting features.

Install Application

Use Case Scenario

Scenario 1: Discount based on previous purchases or for returning customers

I manage an online store that offers a wide selection of products, including electronics and apparel. To encourage customer loyalty, I wanted to create a discount system that rewards returning customers based on their past purchases. The goal was to introduce automatic discounts on Shopify products that motivate these customers to continue shopping and increase their cart size, without relying on manual discount codes or individual targeting.

Scenario 2: Automatic Discount for Shopify-Tagged Customers

I own a Shopify store, and I want to implement a targeted promotional strategy that includes offering automatic discounts to customers who fit into specific segments identified by tags. I wanted to launch targeted promotions for a specific segment, for instance, customers tagged as “VIP”, so they would receive exclusive discounts automatically as they shop. My main challenge was to ensure that the discounts were applied only to eligible users, without affecting the broader customer base or requiring a separate storefront.

Scenario 3: Quantity-Based Incentives for B2B Buyers

As a merchant catering to both individual customers and bulk buyers, I often receive large orders from wholesale customers. I wanted to implement a system that could offer dynamic pricing by applying automatic discounts to specific customers based on the number of items in a cart; e.g. when a customer adds 15 items, they must receive be prompted to add more to unlock a discount at 20 items. My challenge was creating a scalable way to encourage larger purchases while providing clear value to my bulk buyers.

Scenario 4: Automatic Discount For First-Time Customers

I run a Shopify store with a focus on acquiring new customers, and I wanted to make a strong first impression. My goal was to offer automatic discounts for Shopify-tagged customers who were shopping for the first time, enhancing their experience and increasing the likelihood of conversion. The challenge was ensuring this discount was applied accurately to new users only, without disrupting the checkout process or requiring customers to manually enter promo codes.

Requirements

• Ensuring that the discount system can handle increased traffic and a growing customer base without performance issues
• Ensuring that the discount system is secure and not prone to exploitation or abuse
• Providing a seamless user experience while applying automatic discounts and communicating the discount details to customers
• Provide Discounts based on First Time Customers, Returning Customers, Order Quantity, Certain Product Collections, Previous Purchases, Shopify-tagged customers, etc.
• Ensuring seamless integration with your customer segmentation system to accurately identify and categorize customers eligible for automatic discounts.

Solution

The Shopify Content Restriction application is designed to give you complete control over your Shopify store's content. With this solution, merchants can apply automatic discounts dynamically, without the need to create separate storefronts or manually distribute discount codes.

Store owners can define custom rules to offer first-time purchase discounts, trigger quantity-based incentives, or recognize and reward loyal or VIP customers. Additionally, the LockOn-Restrict Store app enables control over pricing and promotional content visibility, ensuring that only customers with the appropriate tags or status can access exclusive deals.

Benefits

• Increased Customer Retention: Personalized discounts based on customer tags foster a sense of exclusivity, encouraging customers to return for future purchases.
• Improved Customer Satisfaction: Customized promotions show that you understand and appreciate your customers, leading to increased satisfaction and loyalty.
• Optimized Marketing Spend: Targeted discounts help optimize marketing spend by focusing on specific customer segments, improving the return on investment.
• Time Savings: Automatically generate and apply discount codes to orders, so you don't have to do it manually.
• Easy Tracking: Track which customers used a discount code and how much they saved. This information can help evaluate the effectiveness of your promotional campaigns.
• Real-Time Pricing Adjustments: Dynamic pricing adjustments can be made in real-time based on factors such as order quantity, cart value, or customer loyalty, ensuring responsiveness to market conditions.

Results & Impact

By providing Shopify's Automatic Discounts to Tagged Customers using the LockOn-Restrict Store application, merchants have simplified their discount workflows while delivering personalized promotions across key customer segments. Discounts are applied dynamically and seamlessly, improving the shopping experience while eliminating manual effort.

Whether targeting first-time shoppers, VIPs, or high-volume buyers, merchants now have a scalable and secure way to drive conversions and customer loyalty. The solution supports a wide range of promotional strategies, helping Shopify store owners increase revenue while delivering value to their customers.