Understanding customer segments
Guest: a visitor who browses your store without logging into an account.
Customer/signed-in visitor: a visitor who has logged into their account on your store.
Use cases for targeted promotions
Targeted promotions are especially useful in the following scenarios:
offering exclusive discounts to wholesale customers
providing special offers to VIP members
extending discounts to employees
incentivizing first-time account holders with a welcome discount
Configuring customer filters in discount ninja
Edit the promotion
Navigate to the promotion you wish to modify.
Click on "Edit."
Access the Trigger section
Locate and select the "trigger" section.
Set Audience parameters
Open the "audience" tab.
Enable the "customer accounts" feature.
Choose the desired audience:
Refine audience with tags
You can configure if only guests, only signed-in visitors or both are eligible. For the signed-in visitors you can additionally narrow it down to those tagged with a specific tag.
Tagging customer accounts
You can manually tag customers or use an app to automate the process. To manually tag a customer, simply open their account in the Shopify admin and set a tag.
Purchase history
Additionally, you can require a specific number of orders placed for signed-in visitors to qualify:
B2B/DTC
Finally, Shopify Plus stores that have B2B features enabled can also configure promotions to be specific to B2B or DTC customers: