Introduction to Customer eligibility
The Customer eligibility feature in BOGO helps you control exactly which customers can see and apply your promotion campaigns.
In this article, we'll walk you through how each targeting option works and how to set them up easily.
What is Customer eligibility?
Customer eligibility allows you to target specific customer groups based on:
- All customers
- Customers Tags
- Customers Segments
- Customers on target Location
- Customers access specific link
- Log-in customers
- Customers based on order history
- B2B customers (only for Shopify Plus)
Important:
- By default (All customers), the campaign is visible to everyone without restrictions.
- However, if a customer has a specific tag (e.g., "VIP"), they will only see campaigns that are also targeted to that same tag.
- To allow tagged customers to see general campaigns, you need to duplicate the campaign and assign the relevant tag.
Customer eligibility Options
When creating a campaign, you can choose one of the following targeting methods:
All customers
The campaign is visible to all customers without any restriction.
Important Note:
- If a customer already has a tag (e.g., "VIP"), they will only see campaigns specifically assigned to that tag.
- Even if a campaign is set to "All customers", tagged customers won't see it unless you duplicate the campaign and assign their tag to it.
Customer Tags
Apply to customers with specific tags (such as "VIP", "Wholesale", etc.).
Only customers with the selected tags can see and apply the campaign.
The tags are based on what you have already set for your customers in your Shopify admin > Customers.
For example: We set up for Jenifer a VIP tag on the store admin.
Customer Segments
Apply to customers who belong to specific customer segments.
You can select one or multiple segments.
Only customers matching the selected segments will be eligible for the campaign.
Customers on target Location
Apply to customers in a specific geographic location.
Useful if you want to offer promotions only to certain markets.
Customers access specific link
Direct customers to get promotion via a unique link.
How it works:
- You generate a custom link using a short text input (max 10 characters).
- Share the link with your customers. Only those who click this link will be able to see and apply the campaign.
Log-in customers
Only customers who logged in to your store can see the campaigns.
Customers based on order history
Only customers who have an order history that meets the condition you have set are able to see the campaign.
B2B customers (only for Shopify Plus)
The campaign is only visible to B2B customers. The B2B customers are based on your Shopify settings.
Need more help?
If you encounter any issues or have questions, feel free to reach out to our support team via [email protected] or via our live chat - we're happy to help!