Advanced Targeting & Eligibility Rules

Target specific member tiers, new members, first orders, minimum purchases, and product categories.

Targeting controls who can use your vouchers and under what conditions. Smart targeting helps you reach the right customers while protecting your margins.

Why Targeting Matters

Without targeting, any customer can use any voucher. That's fine for broad promotions, but often you want to:

• Reward loyalty: Give exclusive discounts to VIP members

• Acquire new customers: Offer welcome discounts to first-timers

• Increase basket size: Require minimum purchases

• Control costs: Limit total redemptions

• Create urgency: Set expiration dates

Membership Tier Targeting

Restrict vouchers to specific membership tiers.

How It Works

Select one or more tiers from your loyalty program. Only customers at those tiers can redeem the voucher.

Example:

• Voucher: GOLDONLY (25% off)

• Target Tiers: Gold, Platinum

• Bronze and Silver members cannot use this code

Use Cases

Error Message

When an ineligible customer tries to redeem:

"This voucher is only available to Gold and Platinum members"

Best Practices

• Don't exclude too many: Overly restrictive vouchers frustrate customers

• Communicate exclusivity: Make it feel special, not gatekeeping

• Balance with general offers: Have some vouchers for everyone

New Members Only

Target customers who recently joined your loyalty program.

How It Works

Enable "New Members Only" and specify how many days counts as "new."

Example:

• New Members Only: ✓

• Definition: 30 days

• Only members who joined within the last 30 days can redeem

Use Cases

• Welcome offers: Thank new members for joining

• Early engagement: Encourage first purchases

• Onboarding campaigns: Drive immediate activity

Configuration

New Members Only (checkbox) Enable this targeting rule.

New Members Definition (number) How many days after joining a member is still considered "new."

Error Message

When a non-new customer tries to redeem:

"This voucher is only available to members who joined within the last 30 days"

First Order Only

Target customers making their very first purchase.

How It Works

Enable "First Order Only." Customers with any previous purchase cannot use the voucher.

Example:

• Voucher: FIRST15 (15% off)

• First Order Only: ✓

• Any customer with prior transactions is ineligible

Difference from New Members

First Order checks purchase history. New Members checks join date.

Use Cases

• Customer acquisition: Convert browsers to buyers

• Aggressive welcome offers: "50% off your first order"

• Trial incentives: Remove barrier to first purchase

Error Message

When a returning customer tries to redeem:

"This voucher is only valid for your first purchase"

Minimum Purchase Requirements

Require orders to reach a certain value before the voucher applies.

How It Works

Set a minimum purchase amount. Orders below this amount cannot use the voucher.

Example:

• Voucher: SPEND50 (Rs 10 off)

• Minimum Purchase: Rs 50.00

• A Rs 40 order cannot apply this voucher

Why Use Minimums

• Increase basket size: Customers add items to reach minimum

• Protect margins: Ensure discount doesn't exceed profit

• Match discount to value: Rs 10 off makes sense on Rs 50+, not on Rs 15

Strategic Minimums

Error Message

When order is below minimum:

"Order must be at least Rs 50.00 to use this voucher"

Best Practices

• Set minimums slightly above average: If average order is Rs 35, set minimum at Rs 40-50

• Communicate clearly: "Save Rs 10 on orders over Rs 50"

• Don't be extreme: Rs 100 minimum for Rs 5 off feels unreasonable

Target Specific Member

Create personalized vouchers for individual customers.

How It Works

Select one specific member. Only that member can use the voucher.

Example:

• Voucher: BIRTHDAY-SARAH

• Target Member: Sarah Johnson (sarah@email.com)

• Only Sarah can redeem this code

Use Cases

• Birthday rewards: Personalized birthday discounts

• VIP treatment: Special offers for key customers

• Problem resolution: Compensation vouchers

• Win-back campaigns: Re-engage lapsed customers

Finding the Member

Use the member search to find the customer by:

• Name

• Email

• Phone number

• Member ID

Error Message

When anyone else tries to redeem:

"This voucher is not available to you"

Usage Limits

Control how many times a voucher can be used.

Total Usage Limit

Maximum redemptions across all customers.

Example:

• Total Limit: 100

• After 100 redemptions, voucher is exhausted

Use for:

• "First 100 customers"

• Limited promotions

• Budget-controlled campaigns

Per-Member Usage Limit

Maximum redemptions per individual customer.

Example:

• Per-Member Limit: 3

• Each customer can use the voucher up to 3 times

Use for:

• Repeat-use promotions

• Preventing abuse while allowing multiple uses

Single Use Only

Each customer can use the voucher exactly once.

Equivalent to Per-Member Limit: 1, but more explicit.

Use for:

• Welcome offers

• One-time promotions

• Exclusive discounts

Exhausted Error

When total limit is reached:

"This voucher has reached its maximum usage limit"

Member Limit Error

When per-member limit is reached:

"You have already used this voucher 3 times (maximum allowed)"

Validity Period

Control when vouchers can be used.

Valid From

Date and time when the voucher becomes active. Before this date, customers cannot redeem.

Use for:

• Scheduled promotions

• "Starting Monday" campaigns

• Coordinated marketing launches

Valid Until

Date and time when the voucher expires. After this date, redemptions are blocked.

Use for:

• Limited-time offers

• Seasonal promotions

• Creating urgency

Examples

Error Messages

Before valid from date:

"This voucher is not valid yet. It becomes active on June 1, 2025"

After valid until date:

"This voucher expired on August 31, 2025"

Combining Eligibility Rules

Multiple rules can work together. The customer must meet ALL criteria.

Example: VIP Welcome Offer

Code: VIPWELCOME
Discount: 30% off
Target Tiers: Gold, Platinum
First Order Only: ✓
Minimum Purchase: Rs 50

Customer must be:

1. Gold or Platinum tier ✓

2. Making first purchase ✓

3. Spending at least $50 ✓

All three conditions must be met.

Example: Limited Holiday Promo

Code: HOLIDAY25
Discount: 25% off
Valid From: December 20
Valid Until: December 26
Total Usage Limit: 200
Per-Member Limit: 1
Minimum Purchase: Rs 40

Customer must:

1. Order between Dec 20-26 ✓

2. Spend at least Rs 40 ✓

3. Not have used this code before ✓

4. Total limit not yet reached ✓

Targeting Strategy Guide

Next Steps

• Creating Vouchers — Apply these rules

• Understanding Discount Types — Pair with right discounts

• Voucher Analytics — Measure targeting effectiveness