Eligibility Conditions (Discount Campaign)

Eligibility conditions let you set requirements for applying a discount. Conditions narrow down which customers or orders receive the discount.

If no conditions are set, the campaign applies to all customers.

When multiple conditions are added, you can combine them in one of the following ways:

If a customer segment condition is included, only "All conditions must be met (AND)" can be selected.

Evaluates based on the subtotal of items in the cart. The subtotal is the amount before shipping, taxes, fees, and coupon discounts are applied.

Enter the amount in the store currency. When customers purchase in a currency other than the store currency, the subtotal is compared with the amount converted to that currency at the exchange rate.

Example: Item A ($10) × 2 + Item B ($5) × 1 → subtotal is $25.

Settings

Under "Applies to", "Advanced settings" lets you narrow by purchase type and set products to exclude.

Evaluates based on the total number of items in the cart.

Settings

Only published collections and products with "Active" or "Draft" status are counted.

Under "Applies to", "Advanced settings" lets you narrow by purchase type and set products to exclude.

Example: If you set "Purchase types to include" to "Subscriptions only", set the quantity to 2 or more, and set "Purchase types to discount" to "One-time purchases only", you can discount one-time purchase products for customers who buy 2 or more subscription products.

Evaluates based on whether the customer is logged in. Use this to offer different benefits to logged-in members and guests.

Settings

Evaluates based on tags assigned to the customer.

Settings

Match type details

For guest customers, conditions are evaluated after the customer enters their email address at checkout.

Evaluates based on the Shopify customer segment the customer belongs to.

Settings

When multiple segments are set, they are evaluated as OR — customers belonging to any one of the segments are targeted. When a customer segment condition is used, the condition combination is locked to "All conditions must be met (AND)."

To use 6 or more segments, set "Method" to "Manual". You can choose "Method" on the create and duplicate screens, but not when editing a saved campaign.

Evaluates based on the value of a metafield assigned to the customer. Useful for custom attributes like "membership rank is GOLD."

Settings

The customer metafield (namespace and key) must be configured in Shopify Admin in advance. See "How to Use Customer Metafield Conditions" for details.

For guest customers, conditions are evaluated after entering their email at checkout. Since guests have no metafield, the metafield value is treated as an empty string.

Operator behavior examples

Using custom.rank — which customers are targeted based on their membership status:

Guest customers have their metafield treated as an empty string, so they behave the same as "Member (rank is empty)."

Evaluates based on the customer's past number of orders.

Settings

Example: Apply 10% off to customers who have placed 10 or more orders.

Guest customers are evaluated after entering their email at checkout.

Evaluates based on the customer's past total purchase amount.

Settings

Example: Apply 10% off to customers who have spent $200 or more in total.

Guest customers are evaluated after entering their email at checkout.

Enter the amount in the store currency. When customers purchase in a currency other than the store currency, checkout compares total spent with the amount converted to that currency at the exchange rate.

For setup notes when you sell in other currencies, see How amounts work when you sell in other currencies.

• Number of conditions: 0 or more conditions can be added freely.

• Combining multiple conditions: Choose AND (all conditions must be met) or OR (any condition can be met). If a customer segment condition is included, only AND is available.

• Product / collection limit: You can select up to 50 products and up to 50 collections. To include 51 or more products, or to target products by product tag, create a collection of those products and select "Specific collection". To target by product tag, create an automated collection that uses the tag as a condition.

• Customer segment limit: A campaign can use up to 5 customer segments with "Automatic" and up to 100 with "Manual". This is Shopify's limit for discounts.

• Guest customer handling: For customer tag and customer metafield conditions, guest customers are evaluated after entering their email at checkout.

• How purchase types are handled: Products on purchase options without recurring delivery, such as pre-orders, are treated as one-time purchases.

• Required permission: The first time you use "Purchase types to include", you must allow the "Read purchase options" permission. This permission is used only to read purchase options on products.