Segments (Discounts)

[Intro] In this lesson, we’ll be discussing Segments. This lesson will focus on how we can use Segments to apply discounts. Let’s get started.

[Editor] Let’s say we want to create a One-Off membership that users can purchase to receive discounts, as well as a Subscribable that grants discounts to subscribed users.

First, create our segments by going to the Platfio editor, then click “Segments”. You will be directed to the Segment Collection Editor page where you can manage and organize all the Segments for your app.

To add a new Segment, let’s first create a collection. Click on the plus button to access the Segment Collection editor. Let’s name this collection “Members”, and press save.

Once you’ve created a collection, let’s create a new segment. Click on the plus button at the top right. This will open the Segment Editor.

Let’s name our first segment “One-off Members”, then press the plus button to have this added. Let’s then create our second segment, and name it “Subscribed.”

Now that the segments are created, we can use them to offer discounts in the future. Let’s set up the discount for One-off Members by going to the Platfio Editor.

Then, go to Products, create a collection, and name it “Purchases”. Then, let’s create a product and name it “One-off Membership”, which users can purchase for 10 dollars. Then press add.

Now, perhaps this membership expires, we can use Automations to expire this membership after a certain period. To learn how to do that, check out our Automations video.

In this case though, let’s just say that users indefinitely become a member. Let’s go to the Settings tab and on the Add to Segment on Purchase section, select the “One-off Members” segment and press save.

Let’s then add this product to our Left-Hand side menu.

[Emulator] Now that the product has been added to the app, let’s view this from the user’s perspective. In the Left-Hand side menu, let’s go to One-off Membership… Add to Order…then Checkout… You can then review your order and add the card details. Proceed to Checkout. A confirmation screen will then appear.

[Manager] Then as the staff, if we navigate to our Users Manager, click on the User, and then click on Segments, we will see that the user has been automatically added to the One-off Member segment after the purchase.

[Editor/Emulator] Next let’s apply a discount for users in this segment when purchasing items, such as this [Name of Bookable] worth [Price], for example (show the price of the Bookable on the emulator before the discount is applied) Let’s go to the Platfio Editor, click on Settings, then Store, and select Discount Codes. Next, toggle on Enable Store Discounts.

[Bookable Ex. (Intro to Herbs and Oils for 20 dollars)]

We can then press add and name this discount “One-off Members” and for this demo, give them a 100 percent discount with the code “discount”. The most important thing is we go to the Limit Usage tab and go limit usage to Bookings, and to [Name of Bookable].

Then, go to the Limit Users tab, click on the Only Segment dropdown, and choose the One-off Member segment we created. Make sure that Auto Apply is toggled on. Once done, click on the Plus button at the top right.

[Emulator] Now, if we try to purchase the booking again, we’ll see that a discount has been automatically applied since this user is in the One-off Member segment.

[Editor] Now that we’ve learned how to manually set the discount, let’s set up a discount for a subscribable. In the Platfio Editor, click on Subscribables, create a collection named “Member”, add a Subscribable named “Membership”. Let’s set the price to 30 dollars, and in the add to segment section, select the “Subscribed Member” segment we have created earlier, then add.

Next, let’s add this Subscribable to our Left-Hand side menu for easy access. Then, we have an even quicker way to set up discount codes. If you go to Segments, then go to Members, and then Subscribed Member.

You can go to the Implement tab where you can implement discounts for items such as Bookables, then search for [Name of Bookable 2], then press add. Set the discount amount to say 100 percent to anyone in this Segment, add and press save.

[Emulator] Now, let’s subscribe to the membership as a user. Let’s go to the Left-Hand side menu, click on “Membership” and subscribe.

Now, if we try to purchase the booking [Bookable 2] again, we’ll see that a discount has been automatically applied since this user is in the Subscribed segment.

[Outro] Thank you for watching!