How do I use tags to control who qualifies for discounts?

Introduction

In Roadmap, you don’t need Shopify’s manual tags to control eligibility for discounts. Instead, you use logic-based rules (via Tag Library and built-in eligibility options) to decide who can access GWPs and discounts.

This lets you run VIP-only promotions, member-only discounts, or regional offers — all without tagging customers manually.

Setting Customer Eligibility in Discounts

When creating or editing a discount in GWP & Discounts, you can restrict eligibility by:

• All customers → Default option.
• Logged-in customers only → Require an account login.
• Customers with previous orders → Reward repeat shoppers.
• Customers from specific countries → Regional targeting.
• Members / Non-members → Loyalty or subscription tiers.
• Tag Library rules → More advanced conditions like spend thresholds, reviewers, or VIP segments.

Examples

• VIP-only discount
  • Condition: Lifetime spend > $200 (via Tag Library).
  • Result: Only VIPs see the 20% discount.
• Regional GWP
  • Condition: Customers from UK.
  • Result: UK customers spending $100 get a free tote bag, US customers do not.
• Member-exclusive promotion
  • Condition: Logged-in + Member.
  • Result: Only loyalty members can redeem “Buy 2, Get 1 Free.”

Why Use Roadmap Rules Instead of Shopify Tags?

• No manual tagging → Segments update automatically.
• Always accurate → Customers qualify in real time as soon as they meet conditions.
• Cross-feature power → Rules apply not just to discounts, but also loyalty rewards, bundles, reviews, and Klaviyo syncing.
• Retroactive application → Past customers/orders are included instantly if they meet conditions.

Common Questions

• Do I need to tag customers in Shopify?
  • No — Roadmap rules handle this automatically.
• Can I combine multiple conditions?
  • Yes — for example, “Logged-in + VIP + UK” can all be required together.
• Will customers see tags in their account?
  • No — rules run in the background, customers only see the discount or gift.
• What happens if no one qualifies?
  • The promotion is still active, but won’t apply until someone matches the eligibility.

Cross-Feature Links

• How do I limit GWPs to certain products, collections, or customers?
• How do I create a discount promotion?
• How does the Tag Library connect with other features?

Summary

To control who qualifies for discounts in Roadmap, set eligibility conditions when creating a promotion. Use built-in options (logged-in, members, regions) or advanced Tag Library rules to target VIPs, reviewers, or other dynamic segments. This removes the need for Shopify tags and ensures promotions are always up to date.