Choose who a discount audience covers

Fill in or change the rules of a discount audience, such as first-time, returning or lapsed customers, tags, tiers and branches, and see how the rules combine.

In the sidebar, open Settings, then choose Discount Audiences under Sales & Billing. New segment opens the form at /settings/org/billing/discounts/audience-segments/create. Edit segment in a row's actions opens that audience at an address ending in /edit.

To save a new audience quickly, see Save a discount audience. This article explains what each rule does.

Before you start

• Your role needs permission to manage discount rules. Without it the form is read-only and the save button is greyed out.
• Every rule you fill in must be true for a customer to be in the audience. Inside one list, such as tiers, any one match is enough. A blank rule is ignored.

Steps

1. Give the audience a Name, a short Segment key such as vip, and a Description. Set Status to Active. An Inactive audience stays saved, but no discount can use it.
2. Tick the customer types it covers:
   • First-time customer: has no quote or invoice yet, not counting drafts.
   • Returning customer: has at least one.
   • Lapsed customer: a returning customer whose last quote or invoice is at least Lapsed threshold (days) old. Blank means 90 days.
   • Authenticated customer, Portal-only and Public guest booking only: the customer is signed in, is using the portal, or is booking online as a guest.
3. In Customer segments, type words separated by commas, such as vip, enterprise. A customer matches when one of them is among their account's tags or segments.
4. Type Customer tiers (such as gold, platinum) and Lifecycle segments (such as new, active, dormant) the same way.
5. Under Branch targeting, tick the branches whose customers qualify, by the customer's home branch. Tick none to allow every branch.
6. Under Catalog entity types, tick Offerings or Inventory items to limit the audience to quotes and invoices with at least one line of that kind.
7. Leave Account ids and Catalog refs blank. They take Nova's internal record numbers, which are not shown anywhere on screen.
8. Press Create segment, or Save segment when editing. Reset puts the form back the way it was.

What you see

• Nova confirms that the audience was created or updated, and it appears in Reusable Audience Segments.
• The Summary column sums up the rules. Usage shows how many discounts and codes use the audience, or Unused.
• Pick the audience when you create a discount. See Create a discount.

If something looks different

• Delete segment removes an unused audience at once, without asking. Nova refuses to delete one that a discount or code still uses; check Usage, and set it to Inactive instead if you only want it out of the way.
• Branch targeting says no branches are available: your organization has no branches set up, so there is nothing to narrow.
• A customer you expected does not get the discount: check every rule you filled in. One rule that does not match is enough to leave them out.

Open Discount Audiences