How do I limit a discount to certain customers, countries or markets?

Updated November 2, 2026 · SMART Bundles App & Upsells (E-TRADE PARTNER)

Volume, Order goal, Buy X get Y and Shipping discounts have an Eligibility card (All customers, Customer segments or Markets), plus customer tag and country rules checked at checkout. Advanced discounts have segments plus their own tag and country conditions. Free gift has its own customer tags, New customers only and Markets. Bundles can only be limited by market, with Exclude B2B and Exclude POS: they can't target segments or tags.

What each type can target

Eligibility card: segments or markets

1. In the discount editor, find Eligibility and choose All customers, Customer segments or Markets (one of the three).
2. Click Browse, tick the segments or markets, and click Select. You need at least one. (The Advanced discount editor lists no markets, so use segments there.)
3. Save. This is Shopify's own eligibility setting: up to 5 customer segments on an automatic discount, up to 100 on a code (Shopify Help Center).

Conditions card: tags and countries

Volume, Order goal, Buy X get Y and Shipping discounts also have a Conditions card in the right column, checked by the discount at checkout on top of Eligibility:

• Customer: switch it on and choose has any tags, has none of tags or has all tags. Type each tag and press Enter or click Add.
• Location: switch it on, choose is any or is not any, and select countries. It checks the country Shopify reports for the shopper's localized store (Shopify developer docs).
• In an Advanced discount, use the Customer tag condition, the Localization Country condition, or, on shipping discounts, the shipping address Country.

Guests and tags

• Only signed-in customers have tags. A guest never passes has any tags, has all tags, Customers with any of these tags or an Advanced Customer tag is any condition.
• A guest always passes has none of tags, Customers without these tags and Customer tag is not any.
• Exclude one customer: you can't exclude by email. Tag the customer in Shopify (for example NO_PROMO) and use has none of tags, Customers without these tags (Free gift) or Customer tag is not any (Advanced). If they check out as a guest, they still qualify.

First-order and lifetime-spend deals

• Free gift: tick New customers only: "Customers with no previous orders. Guests count as new customers." So a returning shopper who doesn't sign in also qualifies.
• Other types: use a customer segment, such as number_of_orders = 0 for customers who haven't bought yet, or amount spent for loyal customers. Shopify notes that first-time customers have no customer profile yet and only join a segment after their first order (Shopify Help Center), so a segment can't reach a brand-new shopper's first order.
• Limit to one use per customer needs a code discount: see Automatic or code, and schedules.

Free gift eligibility

The Free gift's Eligibility card has Customers (All customers, Customers with any of these tags, Customers without these tags), New customers only and Markets. It has no segments or countries. See Set up a free gift.

B2B and POS

• Bundles: in the bundle's Settings tab > Eligibility, Exclude B2B ("No discount for customers buying for a B2B company") and Exclude POS ("No discount on sales in your retail store (Shopify POS)"). Exclude POS is on for new bundles. B2B is exclude-only: there's no wholesale pricing.
• Free gift: never applies in Shopify POS. It has no B2B setting, so B2B buyers can get the gift.
• Volume, Order goal, Buy X get Y, Shipping and Advanced: no B2B or POS checkbox. In POS, Shopify applies automatic discounts only at retail locations with a POS Pro subscription (Shopify Help Center). See POS support.

Bundles can't target customers

A bundle can be limited by market, and outside those markets the widget is hidden (Markets and currencies). It can't be limited to a customer segment, a customer tag or one customer. For customer-specific deals, use a Volume discount or an Order goal, which work in the cart and at checkout but show nothing on the product page.

Frequently asked questions