User role-based discounts are one of the best ways to offer a certain segment of your customer base an exclusive discount.
In this tutorial, I’ll show you how to set up user-role-based discounts in WooCommerce. In this tutorial, I’ll use the Dynamic Pricing & Discounts Plugin to create user-based discounts.
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What Is User Role Based Discount In WooCommerce?
It is a type of discount that you create for a particular user role in your WooCommerce store, such as Retail, Wholesale, etc. It applies to a specific user group and doesn’t affect the pricing of other user roles presented on your WooCommerce store.
Let’s understand this with an example.
Let’s say you run a B2B and B2C Wholesale WooCommerce Store. You want to create a discount for your wholesale customers. But at the same time, you want Retail customers to buy products at regular prices. This is what we call User Role Based Discounts.
For instance, you want to offer a 20% discount to wholesale users on a particular product. Alternatively, you can offer this 20% discount to Wholesale customers on the total cart amount.
How to Setup User-Role-Based Discounts in WooCommerce?
Follow the given instructions to see how to set up user-role-based discounts using Dynamic Pricing and Discounts Rules
1. Navigate to Your WooCommerce Products
Look for the ‘Products’ option in your WordPress toolbar, and click on it.
2. Edit the Product
Click on the ‘Edit’ button of the product for which you want to set up a user-role-based discount.
3. Navigate to the Dynamic Pricing Section
Look for the Dynamic Pricing section in the Products Data setting.
4. Select the User Role to Apply this Special Discount
From the Pricing Group settings, select the ‘Applies to’ setting to ‘Specific Roles.’
In the ‘Roles’ section, add the roles to which you want to apply this discount.
5. Select Quantity Based On Option to Product Quantity
Select the ‘Quantity Based On’ option to Product Quantity because we are creating this role for all products.
6. Select Rule Processing Mode to Bulk
7. Add Minimum Quantity
In the ‘Minimum Quantity’ field, enter the minimum amount of this product you want buyers to product in order to be eligible for the discount.
8. Add Maximum Quantity
In the ‘Maximum Quantity’ field, enter the maximum amount of this product your buyers can purchase.
9. Select Type to Percentage Discount
You will get three discount options – Price Adjustment, Percentage Adjustment, and Fixed. Select the ‘Type’ option to a ‘Percentage Adjustment.’
10. Enter the Discount Amount
In the ‘Amount’ field, enter the percentage discount you want to give them if they meet the particular criteria.
11. Update or Publish the Product
Click on the ‘Update’ button to publish the user-role-based discount.
We have now figured out how to set up user-role-based discounts in WooCommerce. We made all the settings correctly. Now, we will check whether everything is working fine or not. Here are the final results we got with the help of the Dynamic Pricing and Discount Rules plugin.
How to Create a New User Roles (bonus)
1. Navigate to WooCommerce User Registration Plugin’s User Roles Setting
Look for the Woosuite option in the right sidebar of your WordPress toolbar. Then, click on the User Registration option.
In the WordPress Admin Dashboard: Navigate to Woosuite > User Registration > User Roles
Then, click on the ‘User Roles’ option.
2. Click on the Add New Role Button
Click on the ‘Add New Role’ button to create a new user role.
3. Give a Name to Your New User Role
In the ‘Role’ field, enter the name of your new user role. This name will be useful in creating discounts.
Note: Make sure it is written in lowercase alphabets and separated with underscores or hyphens. You can see the same in the mentioned image.
3. Add Display Name
In the ‘Display Name’ field, enter the name you want to show on the front-end. It means it will be visible to your customers.
4. Select the User Role Ability
From the set of given options, select the ‘Copy From’ option to Customer. Selecting Customers means they won’t be able to make any changes to your site. They can only perform basic actions like creating an account, buying products, etc.
5. Click on the Add Rule Button
Click on the ‘Add Rule’ button to publish the rule on your WooCommerce store.
6. Save the Changes
Again, click on the ‘Save Changes’ button at the top-right corner of your screen to save all the settings.
We finally checked out how to set up user-role-based discounts in WooCommerce. I hope you understood the steps properly and implemented the same on your WooCommerce store. If you face any issues while creating the user-role-based discounts, leave a comment or contact Woosuite customer support. Our dedicated customer support team typically replies within 48 hours.
Ready to Setup User-role Based Discounts in WooCommerce?
Install the WooCommerce Dynamic Pricing & Discounts Plugin today.