Bonus system and loyalty groups - Automatic assignment of customers to groups based on turnover

Automatic assignment of customers to groups based on turnover allows you to create loyalty groups for customers who receive certain benefits, such as discounts or lower prices compared to regular customers, based on the turnover from their previous orders. This helps you build groups of loyal customers who will prioritize repeat purchases in your e-shop over competitors.

Activating customer segmentation

Customer segmentation is applied separately for each language version.

1. In Settings > Languages, open the language version for which you want to activate segmentation.

2. In the Shop options tab, select one of the options in the Customer segmentation field:

• none – customer segmentation is not active,
• annual turnover - last 12 months,
• annual turnover - since registration – when assigning a customer to a group, orders within an annual interval from the registration date will be considered,
• annual turnover - regular year – when assigning a customer to a group, orders for the current calendar year starting from January 1st will be considered,
• annual turnover - since the first order – when assigning a customer to a group, orders within an annual interval from the customer's first order will be considered. If the customer registered after their first purchase, the date of the first order with the given email address will be taken into account,
• cumulative turnover – when assigning a customer to a group, all their orders will be considered.

3. When evaluating orders, the current order statuses are considered. In the turnover statuses field, select all order statuses you want to include in the turnover evaluation. Only orders with these statuses will be included in the customer's turnover calculation.

Setting up a group for automatic customer assignment based on turnover

The system will automatically assign customers to user groups based on defined rules. Therefore, it is necessary to create groups where customers will be assigned in the clients > groups section.

1. In the Clients > Groups section, open the group for which you want to activate automatic assignment based on turnover.

2. Activate the option Automatic assignment based on turnover.

3. In the turnover from – to fields, set the values for assigning a customer to the group. When evaluating whether a customer should be assigned to this group, the final prices of orders during the period defined by the segmentation settings will be summed up and compared to the set range.

We recommend activating the option Viisible to customer. This ensures the group name is displayed in the customer's profile after logging in.

By clicking on the paper icon in the top right corner of the edit group window, you will see the recent updates window, where you can find detailed information, such as why a client was added/removed from the group.

What benefits can be assigned to groups compared to regular customers?

Loyalty groups can be assigned various benefits. The most notable include:

• product discount– product discounts valid for specific groups can be applied to certain products or entire product categories. Customers will then see the discount directly with the products after logging in.
• order discount – order discounts reduce the order value based on the discount settings. Unlike product discounts, they are not visible directly with the product but only in the cart. The advantage is that they do not need to be assigned to specific categories or products.
• price levels – for specific products, you can set a separate price that applies only to a certain group of customers. Loyal customers can thus purchase products at more favorable prices.
• locked categories – product categories can be locked for specific customer groups. This allows you to create categories with products available only to loyal customers.