How to create customer-specific conditional payments rule

This feature lets you tailor payment methods based on customer-specific attributes like login status, user roles, or purchase history.

Steps to Configure Customer-Specific Rules:

1. Set Conditions:
   • Create a new rule and choose customer-specific conditions such as:
     • Logged In/Out: Differentiate rules for logged-in or guest users.
     • User: Target-specific registered users.
     • User Role: Apply rules for roles like Shop Manager or VIP Member.

     • Previous Orders: Tailor payment options based on customers' completed order counts.

       
       

       

2. Configure Actions:

   • Enable or disable specific payment methods according to the defined conditions.

     
     

     

3. Save and Test:

   • Save your configuration and verify its accuracy during checkout.

     
     

     

📌 Example Use Case #1: Offer Exclusive Payment Methods to VIP Customers

Enable "Bank Transfer" for customers with the "VIP" role, while restricting other payment options.

📌 Example Use Case #2: Restrict Payment Methods for New Customers

Disable certain payment methods for customers who have no previous orders or less than two completed purchases.

📌 Example Use Case #3: Enable Payment Methods Based on Logged-In Status

Allow all payment methods for logged-in customers, but limit options like "Cash on Delivery" for logged-out users.