Offering discounts based on a customer’s purchase history can be an effective strategy to enhance customer loyalty and encourage repeat purchases. By using WooCommerce along with the Discountify plugin, you can easily set up discounts that are automatically applied to customers with qualifying purchase histories. This documentation will guide you through the process of setting up a “Discount on Purchase History” in your WooCommerce store.

Prerequisites

Before proceeding to the main documentation, make sure that you’ve installed and activated the following plugins:

Note: This is a premium feature of Discountify. So, you must keep both the Discountify free version and the Discountify Pro plugin activated to use this feature.

Step-by-step Process to Set Up Discounts Based on Purchase History

Here’s the overall process of offering discounts based on user’s purchase history:

Step 1: Navigate to WooCommerce Coupons Section

Step 2: Create a New Coupon

Click on Add Coupon to create a new coupon code. There, set a meaningful coupon code and enter the description. However, the description is optional. You can avoid it if you want.

Then, go to the Coupon data section and set the following options:

Discount Type: Choose whether to apply a percentage discount, a fixed cart discount, or a fixed product discount.
Coupon Amount: Enter the discount amount or percentage for the coupon.
Allow Free Shipping: Check this box to offer free shipping.
Coupon Expiry Date: Set the date when the coupon will expire and become invalid.

Step 3: Configure Purchase History Data

Then, select the Purchase History tab and fill out the necessary information.

As you can see, you’ll get three options here. These are:

Enable Discount On Purchase History: Check this box to enable the discount based on the customer’s purchase history feature.
Automatically Apply this Coupon: Check this box if you want the coupon to be automatically applied to eligible customers. If you don’t check it, buyers have to manually input the coupon code on the checkout page.
Previous Order: Specify the number of previous orders that qualify a customer for this discount. For example, if you set this value to 5, it means a customer must make 5 purchases to become eligible for this discount. The discount will then be applied to their 6th purchase.

Step 4: Publish the Coupon

Once all the necessary information is filled out and configurations are set, click on the Publish button. It will publish and automatically activate the coupon for eligible buyers.

Discount on First Order

The process of offering a discount on the first order is similar to setting up discounts based on purchase history.

All you have to do is just set the Previous Order count to 0. This indicates that the customer will receive the discount even if they have no purchase history So, this coupon code will be applied to their first order.

Advanced Customization

You can customize coupon features further through the Usage Restriction and Usage Limits tabs. Let’s explore the options available on these tabs.

Usage Restriction

Here are the available options in the Usage restriction tab.

Minimum Spend: Specify the minimum order amount required for the coupon to be valid.
Maximum Spend: Set the maximum order amount for the coupon to be valid.
Individual Use Only: Check this box to prevent the coupon from being used with other coupons.
Exclude Sale Items: Check this box to prevent the coupon from applying to items that are already on sale.
Products: Select the products where the coupon can be used, or that need to be in the cart for a “Fixed Cart Discount” to apply.
Exclude Products: Select the products where the coupon cannot be used, or that cannot be in the cart for a “Fixed Cart Discount” to apply.
Product Categories: Select the product categories where the coupon can be used.
Exclude Categories: Select the product categories where the coupon cannot be used.Allowed Emails: List the billing email addresses that can use this coupon. Separate addresses with commas, or use an asterisk (*) to match parts of an email (e.g., *@gmail.com for all Gmail addresses).

Usage Limits

Here are the available options in the Usage Limit tab.

Usage Limit per Coupon: Define how many times this coupon can be used in total. Leave it blank for unlimited usage.
Limit usage to X items: Set the maximum number of individual items this coupon can apply to when using product discounts. You can leave it blank to apply to all qualifying items in the cart.
Usage Limit per User: Set the maximum number of times a single user can use this coupon. Leave it blank for unlimited usage.

Example:

Suppose you want to create a discount coupon that will offer a $5 discount for 3rd order. To create this, set the following things:

Discount type: Fixed cart discount
Coupon amount: 5
Previous Order: 2

To apply the coupon code automatically, enable the “Automatically Apply this Coupon” from the Purchase History tab.

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