Introduction

In this tutorial, we will show you how to create your first discount, but first, let us break down the different segments that make up a usual discount inside the Conditional Discounts for the WooCommerce plugin. The Conditional Discounts for WooCommerce plugin allows you to create simple discounts with all sorts of rules and conditions.

The Anatomy of a Discount

The “Conditional Discounts for WooCommerce” plugin is a robust tool that can help you create your first discount with ease. You can also create and manage various types of discounts in your WooCommerce-powered online store.

Below you have the overview of the Conditional Discounts for WooCommerce plugin:

  1. Plugin Installation and Activation:
    • To get started, you need to install and activate the “Conditional Discounts for WooCommerce” plugin on your WordPress website.
  2. Discount Configuration:
    • After activation, you can access the plugin’s settings and start configuring your discounts. This typically involves navigating to the plugin’s settings within the WooCommerce dashboard.
  3. Discount Types:
    • The plugin offers various discount types, including:
      • Cart Discounts: These discounts are applied based on the total value of the items in the customer’s shopping cart.
      • Product Discounts: Discounts specific to certain products or product categories.
      • User Discounts: Discounts based on user roles or specific users.
      • Time-Based Discounts: Discounts that are only active during specified date ranges or times.
      • Shipping Discounts: Discounts applied to shipping costs.
      • Payment Gateway Discounts: Discounts for specific payment methods.
      • BOGO (Buy One Get One) Discounts: Deals like “Buy One, Get One Free.”
      • And many more…
  4. Conditions and Rules:
    • You can set conditions and rules for each discount. For example:
      • Minimum purchase amount.
      • Minimum and maximum quantity of products.
      • Specific product categories or individual products.
      • User roles or specific users.
      • Date and time range for the discount’s availability.
  5. Discount Amount or Percentage:
    • Specify whether the discount will be a fixed amount or a percentage off the total.
  6. Application Priority:
    • Determine the order in which discounts are applied if you have multiple discounts running simultaneously.
  7. Display and Communication:
    • Configure how the discount is displayed to customers, such as showing the original and discounted prices on product pages and in the cart.
  8. Testing and Preview:
    • Many discount plugins, including this one, allow you to preview discounts before making them live. This helps ensure that the discounts work as intended.
  9. Save and Activate:
    • Once you’ve configured the discount to your satisfaction, save the settings and activate the discount.
  10. Monitoring and Analytics:
    • After the discount is live, you can monitor its performance through WooCommerce reports or the plugin’s analytics features. This allows you to assess the impact of your discounts on sales and customer behavior.
  11. Optimization and Adjustment:
    • Based on the analytics and customer feedback, you can fine-tune your discounts to achieve the desired results. You might adjust the discount amount, conditions, or timing to maximize its effectiveness.
  12. Deactivation and Removal:
    • If a discount is no longer needed, you can deactivate or delete it using the plugin’s interface.

The major segments of a typical discount offered by the Conditional Discounts for WooCommerce plugin are:

  • Periods and Dates
  • Rules
  • Applicable Actions

First Segment: Periods and Dates

To create your first discount, you will need this segment, it pertains to the dates and periods that you need the discount to be active. All the fields in this segment are optional. You can use them if you need to measure impact and tweak discounts to see what works for your store. The fields in this segment are:

Discount Periods and Dates segment
  • Start date
  • End date
  • Repeat every
  • User’s limit

Second Segment: Rules

  • Rules groups relationship: gives you two options OR and AND. “AND” implies that all group rules must be verified before the discount action can be applied. “OR” means that any one of the rules you specify can be valid before the discount action is applied.
  • Rules: These are the conditions that must be met for the customer to enjoy the discount that you set up.
Some types of discounts available
SNRuleOperatorValue
1If Customer RoleIN/NOT INList of all user roles on the site.
2If Customer’s email domain nameType in domain names, separated by commas, e.g. yahoo.com, gmail.com, etc.
3If CustomerList of all registered users on the site.
4If Previous Orders countLESS THAN, EQUAL TO, MORE THAN, OR A MULTIPLE OFType in a numerical number
5If Total spent in shop
6If Previously ordered products count
7If Previously ordered productsIN/NOT INList of all created product lists
8If Order subtotalLESS THAN, EQUAL TO, MORE THAN, OR A MULTIPLE OFType in a numerical number
9If Order subtotal (inc. taxes)
10If Order items count
11If Different order items count
12If Order productsIN/NOT INList of all created product lists
13If Customer reviewed any product
14If payment gatewayList of all activated payment gateways in the WooCommerce store
15If Customer billing countryIN/NOT INList of all published countries in the WooCommerce store
16If billing stateList of all published states in countries in the WooCommerce store
17If Shipping CountryList of all published countries in the WooCommerce store
18If Shipping stateList of all published states in countries in the WooCommerce store
19If Shipping methodList of all activated shipping methods in the WooCommerce store
20If Customer subscribed to MailChimp listIN/NOT INList of all MailChimp lists of the connected MailChimp account
21If Customer subscribed to a SendInBlue listList of all SendInBlue lists of the connected SendInBlue account
22If Customer subscribed to a NewsletterPlugin listIN/NOT INList of all the connected NewsletterPlugin subscriber lists.
23If Customer is following an affiliate linkIN/NOT INList of affiliate membership lists
24If Customer belongs to specified groupsIN/NOT INList of created groups
25If shop currencyIN/NOT INList of all currencies in the WooCommerce store.
 

Boost your revenue with Conditional Discounts for WooCommerce – easily create your first discount in just a few clicks.

Third Segment: Applicable Actions

To create your first discount using the Conditional Discounts for WooCommerce plugin, once the chosen rule conditions are met by a customer, several types of actions are applicable.

Actions are benefits the customer enjoys from the discount, once these rules are met, these actions can be loosely divided into these sections:

Available Actions in the Discount
SNSectionAction TitleType
1Product price: These actions affect the product price that the customer will be charged at the front end.Percentage off product pricePercentage
Fixed amount off product priceFixed amount
Fixed product priceFixed amount
2Cheapest product price in cart: These actions target the products with the cheapest product price, that meets the discount rules.Percentage off cheapest product price in cartPercentage
Fixed amount off cheapest product price in cartFixed amount
3Lowest subtotal in cart: These actions select the products with the lowest subtotals in the customer’s cart.Percentage off product with lowest subtotal in cartPercentage
Fixed amount off product with lowest subtotal in cartFixed amount
4Order subtotal: These actions focus on the total order subtotal of the customer.Percentage off order subtotalPercentage
Percentage off order subtotal (inc. taxes)Percentage
Fixed amount off order subtotalFixed amount
Fixed amount off order subtotal (inc. taxes)Fixed amount
5Shipping fees: These actions change the shipping fees of the customer’s order.Percentage off shipping feesPercentage
Fixed amount off shipping feesFixed amount
Fixed shipping feesFixed amount
6Free gift: This action provides another WooCommerce product in your selected product list, to give the customer as a reward when the discount rules are met.Free GiftProduct(s)

Below the “Actions” segment, several sub-fields that assist in defining the selected action are listed.

SNSub-ActionAction Section
1Percentage/Fixed Amount: the amount to be applied as the selected discount e.g. 50%Product price, Cheapest product price in cart, Lowest subtotal in cart, Order subtotal, Shipping fees
2Evaluate per product: [STILL IN BETA] to determine if the products in the cart should be evaluated one by one or all together.Product price, Cheapest product price in cart, Lowest subtotal in cart
3Products list: the list of products that the selected discount will be applied upon.Product price, Cheapest product price in cart, Lowest subtotal in cart
4Disable on products and shop pages: whether or not to display the discount on the products and shop pages.Product price, Cheapest product price in cart, Lowest subtotal in cart
5NB. Cheapest products: the number of products to consider for this subaction.Cheapest product price in cart, Lowest subtotal in cart
6Taxable: whether the resulting discount amount should be taxed or not.Order subtotal
7Shipping methods: the list of shipping methods active in the WooCommerce configuration.Shipping fees
8Gifts List: The field contains all the products list you have created, for you to select one to be used for the gift(s), in the Free gifts discount.Free gifts
9Gifts Limit: the upper limit to the number of gifts that each customer can enjoy.Free gifts

How to create my first discount?

To create your first discount, take the following steps:

  1. Map out your discount: You need to determine how the discount will be implemented. Things like, if you need to set start and end dates; if you need to limit the number of users that will benefit, what actions you want to apply, and so on. You also need to factor in whether you need a product list or not. If you do not need a product list, proceed to the next step. If you do need a product list, learn how to do that.
  2. Go to your store’s back end and click Discounts > New Discount.
  3. Add a descriptive title. If your discount requires it, add values to the first segment: Periods and dates. Otherwise, go straight to the next step.
  4. Rules: Click on Add rules group to create a rules set.
  5. From the dropdown list, choose the rule that tallies with your mapped discount in step 1. Depending on your selection, the extra values required for the rule will also change to fit, e.g. if you select the rule “If customer subscribed to Mailchimp list”, the display changes to bring out an operator (IN, NOT IN), and a drop-down field of existing MailChimp lists in your linked MailChimp account.
  6. Sometimes a discount will require that you combine more than one rule to achieve the results you need. Add any additional rules and the parameters that will achieve your discount.
  7. Actions: An action usually achieves the discount you want the customer to enjoy. It could be a reduction in the cost price of a particular product in their cart via a percentage or a fixed amount deduction or an additional product at no cost to the customer.
    Select an action and the corresponding sub-action to go with it.
  8. Publish your discount.
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Quantity Based Discounts

It is important to note that when your discount strategy is for bulk discounts and based on only one WooCommerce product, it might be easier for you to use the “Quantity Based Discounts” that you will find in every WooCommerce product. Read more about Quantity-Based Discounts here.

Conclusion

In conclusion, creating your first discount is very easy. You also have access to different types of discounts, ones that can attract customers, boost sales, and foster customer loyalty.

Whether you’re a business owner looking to increase revenue or a consumer seeking a great deal, discounts offer mutual benefits. By carefully planning and implementing your discount, considering factors like target audience, discount type, and timing, you can optimize its impact and achieve your desired objectives.

Remember to monitor the results, gather feedback, and adjust your discount strategy as needed to continuously improve and drive success.

Discounts are a valuable tool in the world of commerce, and with thoughtful execution, they can be a win-win for both businesses and customers alike.