How to Set Up Role-Based Discounts at WooCommerce Checkout

The WebToffee Smart Coupons for WooCommerce free plugin allows you to offer targeted discounts based on specific checkout conditions. To set this up, go to Marketing > Coupons in your WordPress dashboard, create a new coupon, and navigate to the ‘Checkout options’ tab. You can configure discounts that activate only when a customer selects a specific shipping method (like Local Pickup), a specific payment gateway (like PayPal), a specific user role (like Subscriber), or even based on their billing and shipping country.

1. Shipping Method-Based Discounts: Offer discounts tied to specific shipping methods like local pickup.
2. Payment Method-Based Discounts: Apply discounts based on selected payment gateways, such as PayPal.
3. User Role-Based Discounts: Provide exclusive discounts for specific user roles, like subscribers.
4. Shipping or billing address-based discount: Provide exclusive discounts for users from selected countries with specific shipping/billing addresses.

These discounts become active only during the checkout process, ensuring that customers benefit from the right offer based on their choices.

Access checkout-based offers from Marketing > Coupons > Add Coupons> Coupon data > Checkout options.

Provide discounts for customers choosing certain shipping methods.
Example: Offer a 5% discount for selecting “Local Pickup.”

Steps:

1. Add a new coupon from the Marketing > Coupons menu.
2. Enter a Coupon code and Description.
3. In the General tab, select Percentage discount and enter 5%.
4. Go to Checkout > Shipping method and select Flat rate (or any applicable method).
5. Publish the coupon.

Optional: Configure usage restrictions, limits, or giveaways if needed.

Encourage customers to use specific payment gateways by offering discounts.
Example: Provide a 10% discount when customers choose PayPal Checkout.

Steps:

1. Add a new coupon from the Marketing > Coupons menu.
2. Enter a Coupon code and Description.
3. In the General tab, select Percentage discount and enter 10%.
4. Go to Checkout > Payment method and select PayPal.
5. Publish the coupon.

Optional: Configure usage restrictions, limits, or giveaways if needed.

3. User roles-based discounts

Target specific customer groups with role-based discounts.
Example: Offer a 20% discount to customers with the Subscriber role.

Steps:

1. Add a new coupon from the Marketing > Coupons menu.
2. Enter a Coupon code and Description.
3. In the General tab, select Percentage discount and enter 20%.
4. Go to Checkout > Applicable roles and choose Subscriber.
5. Publish the coupon.

Optional: Configure usage restrictions, limits, or giveaways if needed.

Target specific locations with address-based discounts.

Example: Offer a 10% discount to customers with a shipping address in Australia.

Steps:

1. Add a new coupon from the Marketing > Coupons menu.
2. Enter a Coupon code and Description.
3. In the General tab, select Percentage discount and enter 10%.
4. Go to Checkout > Restrict by country.
5. Choose an address option to base the discount on, either Shipping address or Billing address.
6. Under Country select the country to provide the offer.
7. Publish the coupon.

Optional: Configure usage restrictions, limits, or giveaways if needed.