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How to Apply Discounts in WooCommerce Based on User Roles - Featured Image

Set Up Role-based Discounts in WooCommerce: A Complete Guide

This short guide will help you learn how to set up WooCommerce role-based pricing in your store. We will explore what are user-role discounts, the benefits of offering discounts based on user roles, and much more.

Be it rewarding repeat customers with special offers, providing specific discounts for wholesalers, or offering deals to email subscribers, setting up exclusive promotions might seem challenging—but it’s not! One strategy to help you achieve these goals is offering discounts based on user roles a.k.a. role-based pricing.

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Key Takeaways:

  • User roles are predefined categories that determine what a user can do on your website.
  • Setting WooCommerce user role discounts enhances revenue generation and improves customer satisfaction.
  • You can set up role-based pricing and discounts automatically using a free WooCommerce Coupon plugin.

What are User Role Discounts in WooCommerce?

WooCommerce user role discounts allows you to easily define custom or specific discounts based on your user roles or groups. This feature allows you to offer tailored discounts to certain customer segments while maintaining standard pricing for others.

For instance, you can set up a discount for the registered users or grant exclusive promotions to VIP members by leveraging this strategy.

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Offering exclusive discounts to certain user roles can be a huge sales booster for your store. Although WooCommerce provides basic pricing features, implementing role-based discounts requires a third-party plugin—Smart Coupons for WooCommerce.

How to Apply Role-based Discounts in WooCommerce?

Role-based coupon discounts apply automatically when users log in and make a purchase. This way you can target customer segments effectively and incentivize different customer behaviors, including bulk ordering or repeat purchasing.

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You can create custom user roles to your WooCommerce store by making changes in the function.php file or utilizing a third-party plugins like User Role Editor.

A video tutorial on how to offer discounts for specific user or customer roles

To get a better idea of the feature and how you can do it in your WooCommerce store, let’s go through an example in which a 15% discount is exclusively applied to the Subscriber’s role

Step 1: Install and activate the Smart Coupons Plugin

As mentioned above, the free version of the Smart Coupon plugin for WooCommerce is best suited for your need. Apart from letting you apply discounts based on user roles, it also supports shipping and payment method-based discounts in your store.

Step 2: Create User Role-Based Coupons In WooCommerce

  • From the WordPress dashboard, navigate to Smart Coupons > Add coupon to create new coupon.
  • Provide a coupon code and description.
  • Enable the checkbox Apply coupon automatically to automate the application of the coupon.
  • Complete the coupon setup by entering all necessary coupon-related data, including the discount type, the discount amount, and any applicable duration or usage limits.
Creating a role-based discount coupon
  • Next, inorder to restrict the eligible coupon roles, go to the Checkout options tab and select the roles for which this coupon should be eligible. Only users with the selected roles will be able to avail this coupon discount.
creating user-role restrictions
  • Click on Publish to activate the coupon.

Now, subscribers in your store who meet the rest of the coupon criteria can enjoy a 15% discount with this coupon.

Use Cases of Role-based Disounts in WooCommerce

Now, lets look at a few use-cases where setting up discounts based on user roles can help drive more sales to your WooCommerce store.

1-Custom Discounts for Wholesale Users in WooCommerce

Provide special pricing for wholesale customers to incentivize larger purchases. This helps attract bulk buyers and increase sales. To offer wholesale customers bulk discounts, start by creating a Wholesaler user role in your WooCommerce store using a code snippet or a dedicated plugin.

Next, create an advanced WooCommerce coupon by following the steps outlined previously. In the Checkout options, ensure you select Wholesaler as the eligible user role.

Once the coupon is created, wholesale customers who log in with their wholesale accounts will automatically receive a bulk discount based on their purchase.

2-Exclusive Offers for Repeat Customers

Show your appreciation for loyal customers by offering them exclusive discounts. This strategy not only encourages repeat business but also strengthens customer retention. To set up such offers, you’ll need to activate the pro version of the Smart Coupons for WooCommerce plugin. The premium version includes advanced features like creating coupons and discounts based on the number of orders.

For example, if a customer has placed 5 orders within a 3-month period, and you want to reward them with discounts or a free giveaway. By utilizing this feature you can create tailored coupons.

Reward repeat customers

For a more detailed instructions, refer to our documentation guide on setting up nth order discounts in WooCommerce.

Create advanced WooCommerce Nth-order discounts easily with Smart Coupons

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Once the coupon is created, eligible customers will automatically receive their coupon discount.

3-Tiered Discounts Based on User Roles

You can create tiered discount structures where different user roles receive varying levels of discounts. Start by defining user roles, such as premium or VIP users, and assign customers to these roles. Next, create separate coupons tailored to each user role, allowing you to offer targeted discounts.

Frequently Asked Questions

Why is it important to offer WooCommerce role-based pricing?

Offering WooCommerce role-based pricing provides several benefits:
1. Customers feel special with exclusive discounts thereby improving customer retention.
2. Segment customers based on their purchase history and rewards loyalty.
3. Encourage customers to join specific membership groups.
4. Urges customers to buy more, increasing AOV.

Which is the default user role in WooCommerce?

In WooCommerce, the default user role is ‘Customer.’ When someone registers on a WooCommerce store, they are automatically given the Customer role.

Can WordPress users have multiple roles?

Yes, WordPress allows users to have multiple roles, enabling more flexibility in permissions and site access.

Your store can have user roles such as customer, subscriber, premium user, elite user, and more. You can add custom user roles to your store by making a few changes in the function.php file of your WordPress website.

What is the difference between user types and user roles?

Although often used interchangeably, user role defines the permissions a user has, while user type refers to a category or classification of users without indicating specific permissions.

Conclusion

Setting up user role discounts in WooCommerce is more than just a feature, but a strategic advantage that can help impact its overall performance. Implementing targeted pricing for different user roles can drive increased revenue and boost customer retention. Personalized coupons and discounts tailored to specific customer groups helps offer a more engaging shopping experience.

That’s it folks! If you found this article helpful, do let us know in the comments below.

Article by

Associate Product Manager @ WebToffee

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