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How to offer discounts based on Shipping, Payment, or User Role

Last updated on November 10, 2021

One of the major highlights of the Smart Coupons for WooCommerce(free) plugin is its ability to provide discounts on the basis of various checkout options. The plugin extends the native WooCommerce Coupons functionality, which provides store owners and customers with a wide range of options.

By providing a discount in checkout can bring about 100% successful checkout, less probability of cart abandonment resulting in complete customer satisfaction. The various checkout discount options offered by this plugin are the following:

  • Shipping Method based coupon discount
  • Payment Method based coupon discount
  • User Roles based coupon discount

Normally, these restrictions will only be active when the customer initiates the checkout procedure. You can find the checkout options settings within the coupon data panel.

Getting started

  • First of all, install and activate the plugin.
  • From your WordPress dashboard, go to the Marketing > Coupons. 

Shipping Method based Discount

Customer Shipping Method based Discount will be applicable only for the specific shipping method as configured in the plugin. Here, let us offer the buyer a 5% discount for local pickup as the shipping method in Woocommerce.

  • From the Coupon window, click on Add Coupon
  • Key in an appropriate coupon code and description
  • From the General tab, select the Percentage Discount from the Discount Type drop-down and enter 5 as the discount value.
  • From the Checkout > Shipping Method option, choose Flat rate.
  • Publish the coupon
    (Note: Add usage restriction, usage limit or giveaway for the coupon if required)
Smart coupon for WooCommerce-Checkout options-Shipping Method based discount

Payment Method based Coupon Discount

Customer Payment Method based Coupon Discount will be applicable only for a specific payment method as configured in the plugin. For example, set up ‘Choose PayPal Checkout and Grab a 10% discount‘ in the following manner:

  • From the Coupon window, click on Add Coupon
  • Key in an appropriate coupon code and description
  • From the General tab, select the Percentage Discount from the Discount Type drop-down and enter 10 as the discount value.
  • From the Checkout > Payment Method option, choose PayPal.
  • Publish the coupon
    (Note: Add usage restriction, usage limit or give away for the coupon if required)

User Roles based Coupon Discount

The coupon will be applicable only to the selected user roles. Let’s provide a 20% discount to customers who belong to the user role “Subscriber”, follow the below steps:

  • From the Coupon window, click on Add Coupon
  • Key in an appropriate coupon code and description
  • From the General tab, select the Percentage Discount from the Discount Type drop-down and enter 20 as the discount value.
  • From the Checkout > Applicable Roles option, choose Subscriber.
  • Publish the coupon
    (Note: Add usage restriction, usage limit or giveaway for the coupon if required)
Smart coupon for WooCommerce-Checkout options-Payment method based discount

Related articles:

  • Offer ‘Buy X and Get Y’ discount
  • Auto apply coupons on checkout

Please have a look at the Smart coupon for WooCommerce Pro plugin for more advanced features.

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Written by

Shesna

Shesna is a technical content writer for WebToffee. She is familiar in working closely with the SMEs to break down complex technical information into a concise, easy to understand manner.

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Smart Coupons for WooCommerce

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