How to Create a Customer Group Discount Using Shopify Tags

Customer loyalty and retention are more important than ever in the fast-paced world of eCommerce.  Customer group discounts are an extremely effective, yet frequently underutilized, strategy for promoting recurring business.  Using Shopify tags to create segmented discounts is simpler than you might imagine, using one of the most versatile eCommerce platforms in the world, Shopify.

We’ll walk you through the process of implementing customer group discounts using Shopify tags, automating the tagging process with Shopify Flow, and even leveraging Liquid code to customize product pricing on the storefront in this extensive blog post. With the right Shopify development services, these powerful features can be implemented seamlessly to enhance store performance. This is an essential way to improve your sales strategy and provide a customized shopping experience, regardless of whether you are a store owner or a member of a Shopify development company offering expert Shopify development services.

Let’s dive into how you can power up your Shopify store using the full potential of a Shopify development company.

Customer tags are essentially labels that you can assign to individual customers in the Shopify admin. These tags help in organizing customers into meaningful segments like:

• VIP
• Wholesale
• Platinum
• Gold
• Silver

These tags can be used in a variety of ways:

• Provide specialized discounts or offers.
• Customize the visibility of your content.
• Set up email automation.
• Increase conversion and loyalty with focused marketing.

Customer tags are a fundamental tool for segmentation and customisation in every Custom Shopify Development project. These are essential elements of successful Shopify stores.

Step-by-Step: How to Assign Customer Tags in Shopify

Assigning tags is super simple and can be done manually or automatically. Here’s how you can do it manually:

Manually Tagging a Customer

1. Access your Shopify Admin Panel.
2. Go to Customers
3. To tag a customer, click on them.
4. Enter the tag (such as VIP, Platinum, etc.) in the Tags area.
5. Select “Save.”

You can add multiple tags to a single customer based on purchase history, loyalty level, or personal preferences. Once tagged, these customers can be targeted with dynamic content and discount logic using Liquid, Shopify’s templating language.

If you’re offering Shopify store development services, this simple method is often the first step in implementing customized pricing structures.

Automate Tagging with Shopify Flow

As your store grows, manual tagging may become tiresome. Shopify Flow, a free automation tool accessible across all Shopify plans, fills that need.

What is Shopify Flow?

Shopify Flow is a potent automation solution designed especially for Shopify merchants to maximize business operations and expedite tedious processes. It helps you save time and minimize human error by enabling you to design unique processes that automate different tasks based on criteria and triggers. Shopify Flow helps automate workflows such as classifying customers based on their purchases, spending habits, or activities. For instance, you can alert your team when a high-value order is placed or automatically designate a customer as “VIP” after five purchases.

Popular automated workflows include:

• When a consumer places more than five orders, mark them as “VIP.”
• When a customer spends more than $1,000, mark them as “Platinum.”

This ensures scalability in your Shopify development services, especially for high-traffic or enterprise stores.

Setting Up Shopify Flow:

1. Navigate to your Shopify Admin > Apps > Shopify Flow
2. Click Create Workflow
3. Select a trigger, such as: Order Created, Customer Created, Total Spent.
4. Add a Condition block (e.g., “Total Spent is greater than $1000”). 
5. Add an Action block to apply the tag (e.g., Add Tag: platinum)
6. Save and activate your workflow

This configuration guarantees that your discounts and segmentation tactics run smoothly in the background, which is an essential function for any Shopify development company that oversees numerous clients.

Displaying Customer-Specific Discounts Using Liquid Code

Now for the fun part — customizing the product page using Liquid, Shopify’s templating language.

Let’s say you want:

• 20% off for VIPs
• 15% off for Platinum members
• Regular price for everyone else

Here’s a snippet of code you can insert into your product liquid or main-product.liquid file:
liquid
CopyEdit
{% if customer.tags contains ‘vip’ %}
  {% assign discount = 20 %}
{% elsif customer.tags contains ‘platinum’ %}
  {% assign discount = 15 %}
{% else %}
  {% assign discount = 0 %}
{% endif %}

{% assign final_price = product.price | times: 1.0 | minus: product.price | times: discount | divided_by: 100 %}

{% if discount > 0 %}
  <p class=”original-price”><s>{{ product.price | money }}</s></p>
  <p class=”discounted-price”>Discounted Price: {{ final_price | money }}</p>
{% else %}
  <p class=”regular-price”>{{ product.price | money }}</p>
{% endif %}

A crucial tool in any Custom Shopify Development project, this logic dynamically modifies the product pricing that is displayed on the front end.

Note: The real checkout price is not altered by this method; only what is displayed on the page is. Use Draft Orders or Shopify Plus with Shopify Scripts to make real-time price changes at checkout.

Enhance User Experience with Discount Badges

Visual cues can significantly improve engagement and conversion rates. Here’s how to show discount badges to your tagged customers:

liquid
CopyEdit

{% if customer.tags contains ‘vip’ %}

Exclusive VIP Discount Applied!

{% elsif customer.tags contains ‘platinum’ %}

{% endif %}

These badges help reinforce the value of being part of a customer segment and can encourage new users to reach those tiers.

Secure Pricing for Wholesale and B2B Stores

You might need safe and hidden pricing if your Shopify store serves wholesale or b2b clients. Although tags aid in identifying wholesale clients, more sophisticated techniques are required to enforce pricing at the point of sale.

Options for Wholesale Pricing:

• Shopify Plus + Scripts: Ideal for enterprise clients
• Apps like Bold Custom Pricing or Wholesale Club
• Draft Orders: For manual invoice-based pricing

As a trustworthy Shopify web development B2B company, we offer white-label solutions that seamlessly incorporate these features into your current store configuration, ensuring brand consistency and building long-term client trust.

Bonus: Combine Tags with Custom Collections

You can also use customer tags to control access to exclusive collections.
liquid
CopyEdit
{% if customer.tags contains ‘wholesale’ %}
  <!– Show Wholesale Collection Link –>
  <a href=”/collections/wholesale”>Wholesale Portal</a>
{% endif %}

This feature is a powerful tool for Custom Shopify Development aimed at segment-specific experiences.

Pro Tips From a Shopify Development Company

1. To decide who should receive particular tags, use analytics.
2. For the best conversion, A/B test different discount levels.
3. Use tags in conjunction with Klaviyo Monitor Shopify and other email marketing platforms. Regularly review to make sure the rules are still applicable.
4. If your store is growing quickly and requires sophisticated custom logic, speak with a Shopify development company.

Wrapping Up: Boost Sales with Tag-Based Discounting

Using Shopify tags to implement customer group discounting is an easy yet powerful approach to boost conversions, foster loyalty, and personalize the buying experience.

This tactic can significantly improve your sales funnel and retention rates, regardless of whether you’re a lone merchant or working with a Shopify web development company.

Being one of the best Shopify development companies, we have direct experience with how Shopify development services like these may result in tangible, quantifiable growth.  Are you prepared to use customized pricing to elevate your Shopify store?  Scale with automation and unique Liquid logic after starting small with manual tags.