Payment discounts are a great way to incentivize customers to purchase using your preferred payment gateway. WholesaleX lets you set up payment discounts for any user or role. You can also set the amount, discount type, and duration to meet your business needs.
In this guide, we’ll cover the Payment discount and how to apply them using the dynamic rules feature of WholesaleX.
Step 1: Create a New Rule
Select WholesaleX from the WordPress dashboard. Now go to dynamic rules to create a rule for a Payment discount. Then click on Dynamic rule in the dropdown menu. This will bring up a new page where you can create a rule. Now, click the Create Dynamic Rule option and click the untitled Rule to expand it.
- Go to the WordPress dashboard.
- Click on WholesaleX.
- Click on Dynamic Rules.
- Click on the Create Dynamic Rule button.
- Click on the newly created Untitled Rule.
Step 2: Name A Rule
First, name the rule, which will help you identify it easily when you have quite a few rules for your store. Once you enter the name of the rule in the allocated space. You’ll see the untitled rule has changed to the name you have given. It is a payment discount in this case.
- Enter the name of the rule.
Step 3: Selecting Discount Type (Rule Type Selection)
WholesaleX offers various discount options for your store. This guide is about Payment Discounts, so select Payment Discount from the Rule Type dropdown menu.
- Select Payment Discount from the “Rule Type” dropdown menu.
Step 4: Selecting User/Role
WholesaleX lets you select All Users, All Roles, Specific Users, or Specific Roles. Select the type of user or role you would like the discount to apply to.
- Select your preferred user/role from the “User/Role” dropdown menu.
Step 5: Selecting Product (Product Filtering)
Choose the product filter you want to apply the Payment discount from the dropdown menu. You must select them for convenient discount processing because your discount may be product-specific, not just for users and user roles.
- Select your preferred product filter from the “Product Filter” dropdown menu.
Step 6: Select Payment Gateway
Now we have to select the payment gateway to which you would like the discount to apply. We can choose any of the payment gateways available to us in our wholesaling store.
- Select your preferred payment gateway.
Step 7: Select Payment Discount Type
Payment Discount type can be issued using WholesaleX as a percentage, amount, or fixed price. A part of the total Payment value is discounted when using the percentage discount type. The amount option, however, lets you choose a cash amount that will be deducted as a discount from the overall cost of your customer’s transaction.
The Fixed Price discount type is used when a discounted product is added to the cart page. This discount type will display the after-discount price of the product in the Payment, so you don’t have to show the price breakdown on the Payment page.
Select the discount type best suited for your discount promotion. We will use the percentage discount type for this guide.
- Select the discount type.
Step 8: Set the Discount amount
We will then need to set the discount amount. You can set a flat amount that will be deducted from the payment’s total price or a percentage amount to be deducted from the total price. Since we opted for a percentage, we will set the Payment Discount as 5%. The customer will now benefit from a 5% discount on the total Payment value.
- Enter the discount amount.
Step 9: Set discount name (Optional)
WholesaleX allows us to set a Payment Discount name so your customers can know what discount is given to them. This feature is completely optional. To use this feature, just enter a name in the Disc. Name field.
- Enter the discount name.
Step 10: Set the Conditions for the Payment Discount (Optional)
Dynamic Rules allow us to set conditions on when and how rules are applied. In the Payment Discount, we can set criteria to decide who is eligible to benefit from this offer automatically.
- Set additional conditions if needed.
Disclaimer: Conditions are optional, but if any conditions exist for a specific dynamic rule, then for applying the rule, conditions must be fulfilled.
Step 12: Set Duration and Usage Limit (Time-limited Discount)
You select the Start Date and End Date, which sets the date users can get this discount with WholesaleX. You can conveniently select the time and date for the discount.
- Set the duration and usage limit if needed.
Step 13: Activate and Save Rule
After you’re done with your Payment Discount setup, you need to save and activate it. Simply toggle the rule status bar and click on the save button to save and activate your discount.
- Click on the save button.
- Toggle the rule status button to activate the rule.
With that, we are done with this tutorial. You can edit, deactivate, and even delete the Payment discount rule at your convenience with WholesaleX.