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
| Tier Strategy | Purpose |
|---|---|
| Platinum only | Exclusive VIP rewards |
| Gold + Platinum | Reward top-tier customers |
| Silver only | Incentivize upgrading to Gold |
| Bronze only | Welcome new loyalty members |
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."
| Days | Strategy |
|---|---|
| 7 | Very early engagement |
| 14 | Welcome window |
| 30 | Standard onboarding period |
| 60 | Extended new member period |
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
| Condition | First Order Only | New Members Only |
|---|---|---|
| Member joined 2 days ago, no purchases | ✓ Eligible | ✓ Eligible |
| Member joined 2 days ago, 1 purchase | ✗ Ineligible | ✓ Eligible |
| Member joined 60 days ago, no purchases | ✓ Eligible | ✗ Ineligible |
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 ($10 off)
- Minimum Purchase: $50.00
- A $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: $10 off makes sense on $50+, not on $15
Strategic Minimums
| Discount | Suggested Minimum |
|---|---|
| $5 off | $25+ |
| $10 off | $50+ |
| $20 off | $75+ |
| 20% off | $30+ |
Error Message
When order is below minimum:
"Order must be at least $50.00 to use this voucher"
Best Practices
- Set minimums slightly above average: If average order is $35, set minimum at $40-50
- Communicate clearly: "Save $10 on orders over $50"
- Don't be extreme: $100 minimum for $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 ([email protected])
- 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
- 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
| Campaign | Valid From | Valid Until |
|---|---|---|
| Summer Sale | June 1, 00:00 | August 31, 23:59 |
| Weekend Flash | Friday, 00:00 | Sunday, 23:59 |
| Holiday Promo | December 20 | December 26 |
| Always Active | (empty) | (empty) |
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: $50
Customer must be:
- Gold or Platinum tier ✓
- Making first purchase ✓
- 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: $40
Customer must:
- Order between Dec 20-26 ✓
- Spend at least $40 ✓
- Not have used this code before ✓
- Total limit not yet reached ✓
Targeting Strategy Guide
| Goal | Recommended Targeting |
|---|---|
| Acquire new customers | First Order Only |
| Welcome new members | New Members Only (14-30 days) |
| Reward VIPs | Tier targeting (Gold+) |
| Increase basket size | Minimum purchase |
| Create urgency | Validity period + Total limit |
| Personalized reward | Target specific member |
| Controlled budget | Total usage limit |
| Prevent abuse | Per-member limit |
Next Steps
- Creating Vouchers — Apply these rules
- Understanding Discount Types — Pair with right discounts
- Voucher Analytics — Measure targeting effectiveness