Use Case: How to Auto-Apply a coupon that adds a free product for a specific user role

Overview

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Store owners often want to reward specific user roles, such as wholesale customers, subscribers, with special offers.

Using Smart Coupons, you can automatically apply a coupon that adds a free product to the cart only when an eligible user role is logged in.

This creates a personalized shopping experience and helps strengthen loyalty among key customer groups.

Business Scenario

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A store owner wants to run a role-based promotion:

• Logged-in Wholesale Customers receive a free product automatically.
• The offer should not apply to guests users.
• No coupon code should be required.

How it works with Smart Coupons

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Smart Coupons allows you to combine:

• User role restrictions
• Auto Apply Coupons
• Add Products to Cart (Free Product feature)

When an eligible customer logs in and adds products to the cart:

• The coupon applies automatically.
• The free product is added at zero cost.
• The coupon does not apply for non-eligible roles.

Steps to set up

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Step 1: Create the coupon

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1. Go to Marketing > Coupons > Add New.
2. Enter a coupon name, for example, WholesaleFreeGift.

Step 2: Set up general settings

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In the General tab:

1. Set the Discount type (Fixed Cart or Percentage, if needed).
2. Set the Coupon amount to 0 (for free product-only coupons).
3. Enable Auto Apply. For more details, you can refer to the documentation here.

Step 3: Restrict the coupon to a user role

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1. Go to the Usage restrictions tab.
2. Scroll down to find the Smart Coupons Restrictions dropdown field, select “Allowed user roles,” and then click on the “Add” button.
3. Under Allowed user roles, select the role you want to target. Example: Wholesale Customer, Subscriber. For more details, you can refer to the documentation here.

Step 4: Add the free product

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1. Navigate to the Actions tab.
2. Under “Add products to cart,” search for and select the product you want to offer for free along with the quantity under “each with quantity.”
3. In the “with discount of” field, you can set a discount to 100%. For more information on how to set this up, please refer to the documentation here.

Customer Experience

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• An eligible customer logs in to their account and adds products to the cart.
• The coupon applies automatically.
• The free product appears in the cart at zero cost.
• Non-eligible users do not see or receive the offer.

Conclusion

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Smart Coupons makes it easy to create targeted, role-based promotions. By combining Auto-Apply, User role restrictions, and Free product functionality, you can deliver exclusive rewards that feel personalized, without adding complexity to checkout.