Feature availability: Ongoing VIP discounts available on Growth, Plus, and Enterprise plans for merchants on Shopify only.
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 — 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
Use customer segments in Shopify to group customers based on their Smile VIP tier.- From Shopify Admin, go to Customers > Segments.
- Click Create segment.
- In the segment editor, click the down arrow in Describe your segment, then click anywhere in the field to automatically populate the query.
- In the WHERE clause, select the Smile VIP tier customer metafield:
metafields.smile.vip_tier_name - Set the condition to match the VIP tier name you want to include (for example, Gold).
- Click Run query to preview the customers in the segment.
- Save and name the segment.
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
- From Shopify Admin, go to Discounts.
- Click Create discount.
- Select the discount type you want to offer.
- Change Method to Automatic discount.
- Set Eligibility to Specific customer segments and choose the segment you created.
- Configure any other discount details, such as:
- Minimum purchase requirements
- Discount combinations
- Discount title
- Save the discount.
Add the discount as a VIP perk in Smile
- From Smile Admin, go to Program > VIP.
- Select the eligible tier and list the ongoing discount as a perk.
Important: If VIP tier names are updated in Smile, you’ll need to manually update the customer segment filters in Shopify afterwards.