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Configure ongoing VIP discounts

Provide ongoing benefits to your VIP customers in the form of discounts, special bundles, or deals at checkout.

Christian avatar
Written by Christian
Updated yesterday

πŸ›’ Supported on Shopify only

πŸ’³ Available on Growth and Plus plans
πŸ‘€ Accessible to all roles

You can offer ongoing discounts to your VIP customers directly in Shopify, without needing a third-party discount app. By creating a customer segment for each VIP tier and setting an automatic discount for that segment, you can reward VIP customers with perks like free shipping, order discounts, or product discounts β€” automatically applied at checkout.

How it works


Shopify customer eligibility allows you to limit automatic discounts to specific customer segments. When VIP metafield sync is turned on in Smile, each customer's Smile VIP Tier Name is stored in Shopify as a metafield. You can use this metafield to build a segment for that tier and assign an automatic discount that applies every time those customers shop β€” no coupon code required.

This method supports ongoing discounts such as:

  • Free shipping

  • Amount off order

  • Buy X get Y (requires the customer to add Y to their cart)

Requirements


Before starting, make sure:

  • You are running a VIP program in Smile.

  • VIP metafields have been synced to Shopify (learn how to sync VIP metafields).

  • You know which type of VIP discount you want to offer (e.g. order discount, shipping discount).

Create a customer segment for a VIP tier


  1. From Shopify Admin, go to Customers > Segments.

  2. Click Create segment.

  3. Click Filters > Metafields > metafields.smile_vip_tier_name

  4. Use the conditional logic controls to define which VIP tier(s) should make up the segment

  5. Save and name the segment.

The final segment filter should look similar to this:

WHERE metafields.smile.vip_tier_name = 'Gold'

πŸ›‘ Caution: Some third party apps allow customers to edit metafield values from the customer account. Take care to ensure that the Smile VIP tier metafield can't be edited by customers.

Create an automatic discount for the segment


  1. From Shopify Admin, go to Discounts.

  2. Click Create discount.

  3. Select the discount type you want to offer.

  4. Change Method to Automatic discount.

  5. Set Eligibility to Specific customer segments and choose the segment you created.

  6. Configure any other discount details, such as:

    • Minimum purchase requirements

    • Discount combinations

    • Discount title

  7. Save the discount.

βœ… Tip: After creating your discount, test it in Shopify to ensure it works as expected before publishing it live.

Add the discount as a VIP perk in Smile


  1. From Smile Admin, go to Program > VIP.

  2. Select the eligible tier and list the ongoing discount as a perk.

πŸ’‘ Important: If VIP tier names are updated in Smile, you'll need to manually update the customer segment filters in Shopify afterwards.

Other discount in Regios


For more complex discounting such as free products or services, follow Regios' guide to free product discounts that automatically apply at checkout based on the customer's VIP tier.

βœ… Tip: After configuring the discount, use Regios' test your discount functionality to make sure it's working as you expect. We also recommend including mention of any ongoing discounts or other benefits in each VIP tier's list of perks.

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