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How to Add Category Based Discount in WooCommerce?

WooCommerce is one of the best ways to set up an e-commerce business. If you are already using it, it’s great. And if you are about to start your e-commerce business, we would suggest you consider it as your platform. The WordPress website owners can get started with WooCommerce by installing a plugin and setting up a few more things.

Now that it comes with the inherited simplicity of WordPress, you won’t ever find it difficult to use WooCommerce. However, you may need some more plugins to build a better online store that could align well with your business model. For example – you might want to give a 10% discount to the buyers purchasing books, or a discount of $5 for cakes.

How will you do that?

Obviously, you will need a plugin.

Adding a category-based discount can help you promote specific products, as was needed in the above scenario. WooCommerce Conditional Discount Rules for Checkout Plugin comes in handy here. Though this plugin has multiple capabilities, in this post, we will brief you about how to add category based discounts in WooCommerce only.

Installing the Plugin

We are considering that you’ve set up WordPress and WooCommerce already and now, you want to give category-based discounts to your existing and new customers. So, the first step towards this is to download and install a plugin that could make it happen. Visit the link and download the plugin, henceforth.

Once it is downloaded, go to your WordPress dashboard, navigate to Plugins and select ‘Add New Plugin’. Upload the zipped plugin which you downloaded previously. Finally, click on install and enable it once the installation is completed.

How to Add Category Based Discount in WooCommerce?

Step – 1

As you have successfully installed our suggested plugin on your WooCommerce store, it must be visible in the left sidebar of your WordPress admin dashboard of the store by now.

Click on the name of WooCommerce Conditional Discount Rules for Checkout Pro Plugin and see the top menu bar inside the plugin dashboard (the one, enclosed in the WordPress dashboard). Now, choose ‘Add Discount Rules for Checkout’ from this row, as highlighted in the picture –

Step 1 - Adding Category based Discount in WooCommerce
Step 1 – Adding Category based Discount in WooCommerce

Step – 2

Now, you must be able to see a new page, with 2 sections, namely – Fee Configuration Form and Dynamic Discount Rules. The former section is all about the basic details about the discount rule while the latter section is about the conditions, for which, this rule will be applied.

Start with filling the fee configuration form, which must match the depiction, added below –

Step 2 - Adding Category based Discount in WooCommerce
Step 2 – Adding Category based Discount in WooCommerce

Here, the first field in the form – Discount Rule Title for Checkout – is for the naming of your rule. Add a meaningful phrase in this essential field as it will be visible to your customers too. This form field cannot be left blank.

Now, there are 2 options – Fixed and Variable – to choose from, when it comes to the discount type.

Discount Type - Fixed and Variable
Discount Type – Fixed and Variable

If you want to apply a fixed-rate discount, such as $2, $10, etc., choose the discount type as fixed.

For product-based fractional discounts, such as 10% or 7% of the product cost, select variable as your discount type.

Next, you need to determine the value of the discount. If you want the discount to be applied to every item separately, just fill the discount value. The plugin will take this value as money amount if you’ve selected the fixed discount type, and as a percentile value, if you’ve chosen the variable discount type.

On the other side, if you are willing to reduce the discount for bulk purchases, consider another way. Tick on ‘Apply per Quantity’ checkbox and you will see a few more options appearing in front of you.

Using 'Apply Per Quantity' Feature in Discount Value
Using ‘Apply Per Quantity’ Feature in Discount Value

First, understand when it is required to use this option.

Let’s say, a person has purchased 10 t-shirts, and you’ve given a 10% discount on them, while price being $30 per t-shirt.

If not ticked the ‘Apply per quantity’ and filled the following form fields, your buyer will get a discount of $30 on the purchase.

On the other hand, if you have ticked the ‘Apply per Quantity’ checkbox, a 10% discount will be applied to the first item of the product. On the next item of the same product type, you will get a different discount. To specify this discount, you can fill the field ‘Fee per additional Quantity’. So, if you have filled 1 here, the buyer will get a 1% discount on the 9 t-shirts and a 10% discount on 1 t-shirt. Overall discount, in this case, will be $5.7 (i.e. $3 + $0.3*9).

In the end, add the start date and end date to define the duration, for which, this method should work. Leave it blank if you want it to run for an indefinite duration.

Whenever you want to temporarily disable this method, choose the status as disabled. You can always enable it later.

Step – 3

Now is the time to add the category-based rule(s) to the Dynamic Discount Rule section.

Step 3 - Adding Dynamic Discount Rule for one category
Step 3 – Adding Dynamic Discount Rule for one category

In the above example, we selected 1 category for applying the discount rule. However, using this plugin, you can apply category based discounts to multiple categories at once too. For example – We can apply the discount rule for clothing, music and décor category –

Adding Dynamic Discount Rule for multiple categories
Adding Dynamic Discount Rule for multiple categories

Not just you can apply a discount on one or multiple categories, but you can exclude any category (or multiple categories) from the discount. For this, you will have to choose the ‘Not Equal to (!=)’ option from the drop-down added in the middle. Here is one example –

Excluding one category from following the Dynamic Discount Rule
Excluding one category from following the Dynamic Discount Rule

It is also possible for the sellers to add more rules alongside the category (or categories) based rules to your discount method.

For example, if you want to apply the discount, added in the fee configuration for, to clothing category when a buyer makes a purchase from the country named Croatia, you will need to add 2 rules to this section. One will be a category-based rule, stating category Equals to (=) Clothing, while another will be a country-based rule, stating Country Equal to (=) Croatia.

The final arrangement of Dynamic Discount Rules section, for this scenario, will look something like this –

Adding Category based rule and more rules to your Discount Rules
Adding Category based rule and more rules to your Discount Rules

Keep in mind that you can add as many rules to a method as you want, depending upon the needs of your store. These rules can be based on country, state, postcode, custom zone, product, variable product, category, SKU, tag, user, user role, cart subtotal, shipping class, weight and quantity alongside category.

Overall, WooCommerce Conditional Discount Rules for Checkout Plugin acts as a complete discounting solution for your e-commerce store. It can be used for giving a discount on multiple occasions, such as Christmas, Black Friday, brand-specific special days and more, in order to gain the attention of buyers and sell more. Using this plugin, you will be able to customize discounts and create advanced discount rules for your online shop.

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I am a Product Marketer and Growth hacker with expertise in Digital marketing, Search engine optimization (SEO), Email Marketing, Paid Campaigns on Facebook and Twitter, Content development strategies, and Competitive Research & Analysis. Nimesh is Product Manager at theDotstore.com