Use tags for discount eligibility

Use customer tags to include or exclude shoppers from a promotion.

Use tags when a promotion should apply only to a known customer segment.

These are customer tags on the customer profile. They are not product tags.

When to use tags

Use Customers tagged with when only tagged customers should qualify.

Use Customers NOT tagged with when most customers should qualify except a blocked segment.

Common examples:

• VIP-only offers

• staff-only offers

• influencer campaigns

• excluding wholesale customers

Set a promotion to qualify by tag

1

Open the promotion

Go to Discounts / Gift with Purchase and create or open the offer you want to edit.

2

Find Customer Eligibility

Scroll to Customer Eligibility in the offer editor.

3

Choose the tag rule

Select Customers tagged with or Customers NOT tagged with.

4

Enter the tag and save

Add the tag exactly as it is used in Shopify, then save the offer.

Best practice for tag names

Use a clear naming pattern so promotions stay easy to manage.

Examples:

• vip

• employee

• wholesale

• influencer

How to test tag eligibility

Test with two real customer accounts:

• one account with the tag

• one account without the tag

Then:

1. Confirm the offer is Active and in date.

2. Log in as the first customer.

3. Build a cart that clearly meets the promotion Conditions.

4. Confirm the promotion applies.

5. Repeat with the second customer.

If the rule depends on tags, do not test as a guest. Guests have no customer tag match.

Common reasons tagged customers do not qualify

Check these first:

• the customer is not logged in

• the tag on the customer does not exactly match the tag in the offer

• the cart does not meet the promotion conditions

• the offer is outside its active date window

• another promotion is changing the result

Tags vs member tiers

If the promotion should follow loyalty tiers, use Members when possible.

Use tags for tiers only if your tier setup already applies customer tags consistently.

Related guides

• Run multiple discounts and GWPs at once

• Discounts not applying correctly

• GWP not showing at checkout