Cart price rule example - discount with first purchase

On the Admin sidebar, go to Customers > Segments.

In the upper-right corner, click Add Segment.

Define the General Properties.

• Enter a Segment Name to identify the customer segment (Example: First-time customer).

• For Assigned to Website, select the website where the customer segment can be used.

• For Status, select Active.

• For Apply to, select Visitors and Registered Customers.

• When complete, click Save and Continue Edit.

  Additional options become available in the panel on the left.

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Define the Conditions.

For this example, the condition targets customers for whom Total Number of Orders is less than 1 is True.

• In the panel on the left, choose Conditions.

  The default condition begins, “If ALL of these conditions are TRUE:”

• Click Add ( ) and select Number of Orders.

• Click is and select less than.

• Click … and enter 1 in the field.

• Click the green checkmark ( ) to save the condition setting.

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Click Save.

On the Admin sidebar, go to Marketing > Promotions > Cart Price Rule.

In the upper-right corner, click Add New Rule.

The Rule Information section displays by default, with expandable sections for Conditions and Conditions.

Define the Rule Information.

• Complete the Rule Name and Description fields. These fields are for your internal reference only.

• For Websites, select the website where the rule is to be available.

• For Customer Groups, select the customer group to which this rule applies.

  To select multiple groups, hold down the Ctrl key (PC) or the Command key (Mac) and click each option.

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  NOTE
  The options in this list depend on the customer groups created and managed in Customers > Customer Groups.

• For Coupon, select No Coupon.

• For Uses per Customer, enter 1.

• For Priority, enter a number to establish the priority of this rule in relation to other rules.

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  NOTE
  The Priority setting is important when the same catalog product meets the conditions set for more than one price rule. The rule with the highest Priority setting becomes active for the customer. The highest priority is 1. For this example, entering 1 means that this rule is applied before any other price rule. This value is used by the Discard Subsequent Rules setting in the Action section.

• When complete, click Save and Continue Edit.

  Additional options become available in the panel on the left.

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Define the Conditions.

• Scroll down and expand the Conditions section.

  The default rule begins, “If ALL of these conditions are TRUE:”.

• Click Add ( ) and select Customer Segment.

  The qualifier field defaults to matches.

• Click … and enter the segment ID of the customer segment you want to target.

  For this example, the segment ID for the new segment created in Step 1 is 2.

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  NOTE
  If you don’t know the segment ID, click the chooser icon ( ) to display the Customer Segment list. You can manually enter the ID in the field or select the checkbox for the desired segment to auto-populate the field.

• Click the green checkmark ( ) to save the condition setting.

• When complete, click Save and Continue Edit.

  This line of the rule applies to all customers who match customer segment ID 2.

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Scroll down and expand the Conditions section and define the actions for the rule.

In this section, you define the type of discount and value/amount of the discount you want to apply for first-time customers. This example defines a 10% discount for all customers who meet the defined condition. For information on other available options, see Creating a Cart Price Rule.

• For Apply, select Percent of product price discount.

• For Discount Amount, enter 10.

• To apply this price rule only to product amounts, set Apply to Shipping Amount to No.

• To prevent the system from applying multiple price rules to the same product, set Discard Subsequent Rules to Yes.

• When complete, click Save.

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When your rule is complete, click Save Rule.

Test the rule to make sure that it works correctly.