If you want only certain clients to benefit from a promotion, you can create a promo code that can only be used by clients with a specific tag.
This works in three steps: tag your clients, create the promo code, then link the code to the tag.
Step 1: Tag your clients
Open the client's profile and go to My tags.
Click Create a category, enter the category name, then click the save icon.
To create a tag in that category, click +, enter the tag name, then click the save icon.
⚠️ The tag category appears on every client's profile, but that doesn't mean the tag is applied. You need to select the tag manually on each client's profile.
ℹ️ In the new Back Office, create tag categories in Clients > Tags, and add tags to a client from Overview > Tags on their profile.
Step 2: Create the promo code
Go to Products > Promotions and click Add a code.
Fill in the form:
Name
Code
Discount amount or percentage
Products the code applies to
Availability
Usage limit per client
How the code applies to subscriptions
Advanced purchase settings
💡 For the full details of each field, see Create a promotional code.
Step 3: Link the promo code to the tag
Now choose which clients can use the code:
Include a tag: only clients with this tag can use the code.
Exclude a tag: clients with this tag can't use the code.
💡 You can include or exclude several tags on the same code.
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