Introduction #
Customer Conditions allow you to control who qualifies for a promotion based on customer information.
While Cart Conditions evaluate the cart and Cart Item Conditions evaluate products, Customer Conditions evaluate the customer placing the order.
Customer Conditions are commonly used for:
- VIP customer discounts
- New customer promotions
- Guest-only offers
- Customer-specific rewards
- Loyalty campaigns
- Exclusive member discounts
These conditions help you create personalized promotions for different customer groups.
How Customer Conditions Work #
When a customer visits your store, Ezhance evaluates the customer’s information against the configured Customer Conditions.
If all configured conditions pass, the customer becomes eligible for the promotion.
Example:
Customer Condition:
Customer Role = VIP
Customer Role:
VIP
Result:
The customer qualifies for the promotion.
If the customer role was “Customer” instead of “VIP”, the condition would fail and the promotion would not apply.
Quick Example #
In this example, we will create an exclusive VIP customer promotion.
Promotion Type:
- Cart Discount
Discount:
- 15% Off
Customer Condition:
- Customer Role = VIP
Result:
Only customers assigned to the VIP role receive the discount.
Available Customer Conditions #
Ezhance provides several Customer Conditions that can be used individually or combined.
Guest Customer #
Checks whether the customer is logged in.
Available Values:
- Guest
- Logged In
Examples:
- Guest customers only
- Logged-in customers only
Common Use Cases:
- First-time visitor promotions
- Member-only discounts
- Guest checkout incentives
Customer Role #
Evaluates the customer’s WooCommerce or WordPress role.
Examples:
- Customer
- VIP
- Wholesale Customer
- Subscriber
- Shop Manager
Common Use Cases:
- Wholesale pricing
- VIP discounts
- Member-exclusive offers
Customer Email #
Evaluates the customer’s email address.
Supported operators include:
- Is
- Is Not
- Contains
- Does Not Contain
Examples:
- customer@example.com
- @company.com
Common Use Cases:
- Corporate customer promotions
- Internal staff discounts
- Specific customer rewards
Customer ID #
Evaluates the customer’s WordPress user ID.
Examples:
- Customer ID = 125
- Customer ID = 876
Common Use Cases:
- Personalized promotions
- VIP customer rewards
- Customer-specific testing
Account Created Date #
Evaluates when the customer’s account was created.
Supported operators include:
- Is Before
- Is After
- Is On
- Is Not On
- Is In Range
- Is Within Last
- Is Not Within Last
- Is More Than
- Is Less Than
Examples:
- Account created more than 30 days ago
- Account created within the last 7 days
- Account created before January 1st
Common Use Cases:
- New customer campaigns
- Loyalty rewards
- Member anniversary promotions
Combining Customer Conditions #
Multiple Customer Conditions can be combined together.
Example:
Customer Role = VIP
AND
Account Created Date more than 90 days ago
Result:
Only long-term VIP customers qualify.
This allows highly targeted customer segmentation.
Guest Customers vs Logged-In Customers #
One of the most common Customer Conditions is Guest Customer.
Example:
Condition:
Guest Customer = Yes
Result:
Only visitors who are not logged in qualify.
Example:
Condition:
Guest Customer = No
Result:
Only logged-in customers qualify.
This is useful when creating promotions specifically for members or new visitors.
Using Customer Roles #
Customer Roles are one of the most powerful targeting tools available.
Example:
Customer Role = Wholesale Customer
Result:
Only wholesale customers qualify.
Example:
Customer Role = VIP
Result:
Only VIP customers receive the promotion.
Many stores create custom roles specifically for customer segmentation.
Examples:
- VIP
- Gold Member
- Silver Member
- Wholesale Customer
- Distributor
Using Customer Email Conditions #
Email conditions allow promotions to be targeted at specific customers or email domains.
Example:
Customer Email contains:
@company.com
Result:
Only customers using a company email address qualify.
Example:
Customer Email is:
Result:
Only that specific customer qualifies.
Understanding Account Created Date #
Account Created Date allows promotions to be based on customer age.
Example:
Account Created Date is within last 30 days
Result:
Only recently registered customers qualify.
Example:
Account Created Date is more than 365 days ago
Result:
Only long-term customers qualify.
This is useful for loyalty campaigns and customer retention strategies.
Customer Conditions vs Purchase History Conditions #
Customer Conditions evaluate customer information.
Purchase History Conditions evaluate customer order history.
Customer Conditions Examples:
- Customer Role
- Customer Email
- Guest Customer
- Account Created Date
Purchase History Examples:
- Has Ordered Before
- Order Count
- Total Spend
- Last Order Date
Think of Customer Conditions as evaluating the customer profile, while Purchase History Conditions evaluate customer behavior.
Common Use Cases #
VIP Discounts #
Condition:
Customer Role = VIP
Example:
Offer exclusive pricing to VIP customers.
Wholesale Pricing #
Condition:
Customer Role = Wholesale Customer
Example:
Provide special pricing for wholesale buyers.
New Customer Promotions #
Condition:
Account Created Date is within last 30 days
Example:
Welcome new customers with a discount.
Member-Only Offers #
Condition:
Guest Customer = No
Example:
Restrict promotions to registered customers.
Corporate Customer Discounts #
Condition:
Customer Email contains @company.com
Example:
Offer special pricing to business customers.
Best Practices #
Use Customer Roles for Segmentation #
Customer Roles are the easiest and most scalable way to create customer groups.
Combine Customer and Cart Conditions #
Customer Conditions become more powerful when combined with cart requirements.
Example:
Customer Role = VIP
AND
Cart Subtotal > $200
Use Account Age for Loyalty Campaigns #
Reward customers who have been members for a longer period of time.
Keep Conditions Simple #
Simple customer targeting is easier to manage and troubleshoot.
Common Mistakes #
Confusing Customer Conditions with Purchase History #
Customer Conditions evaluate customer information.
Purchase History Conditions evaluate previous orders.
Forgetting That Guest Customers Have No Account #
Guest customers do not have:
- Customer Roles
- Customer IDs
- Account Creation Dates
These conditions only work for registered customers.
Using Customer IDs for Large Groups #
Customer IDs are best suited for individual customers, not customer segments.
Use Customer Roles whenever possible.
Creating Overly Restrictive Conditions #
Combining too many customer conditions can make promotions difficult to qualify for.
