How do I use tags to trigger discounts, bundles, or loyalty rewards?

Introduction

The Tag Library lets you create rules that control who can access discounts, bundles, GWPs, or loyalty rewards. Instead of creating broad promotions for everyone, you can target specific customer groups with exclusive offers — all without Shopify Flow, tags, or custom code.

How It Works

When setting up a rule in the Tag Library, you can:

1. Define customer eligibility (e.g. logged-in, members, VIPs, reviewers, by country).
2. Apply that rule to promotions or loyalty rewards.
3. Roadmap automatically enforces the condition in real time.

Examples

🎁 Discounts & GWPs (Gift With Purchase)

• Rule: Customers who spend over $100 qualify for a free gift.
• Rule: Only “Members” see a 20% discount collection.
• Rule: Bundle discount only appears for logged-in wholesale buyers.

🛍️ Bundles

• Rule: “Buy 3 for 2” bundle visible only to VIP customers.
• Rule: Secret bundle available only to customers from the UK.
• Rule: Seasonal bundle available for 7 days (using Active Dates).

⭐ Loyalty Rewards

• Rule: Reviewers unlock a hidden loyalty reward (extra points or free product).
• Rule: VIP customers earn double points on select products.
• Rule: Subscribed customers can redeem loyalty points for subscription discounts only.

Why This Is Powerful

• Exclusive offers → Target the right customers without offering discounts to everyone.
• Cross-feature personalization → Loyalty, discounts, and bundles all respect Tag Library rules.
• Time-limited automation → Combine rules with scheduling for seasonal or limited-time promotions.
• Seamless marketing → Sync eligible customers to Klaviyo and promote offers only to them.

Common Questions

• Do I need to create separate discounts in Shopify?
  • No — Roadmap manages discounts internally and enforces them through Tag Library logic.
• Can one promotion have multiple rules?
  • Yes — you can layer rules, e.g. “Logged-in + VIP + UK only.”
• What happens if a customer doesn’t qualify?
  • They simply won’t see the discount, bundle, or loyalty reward in your store.
• Can I expire promotions automatically?
  • Yes — use Active Dates to set start/end times, with fallback states after expiry.

Cross-Feature Links

• How does the Tag Library connect with other features?
• How do I create a new Tag Library rule?
• Can I schedule or automate Tag Library rules?

Summary

You can use the Tag Library to trigger discounts, bundles, GWPs, and loyalty rewards by creating eligibility rules. These rules decide which customers qualify, ensuring promotions are exclusive, targeted, and automated — without needing tags, Flow, or code.