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How Can I Automatically Apply Discounts to Subscriptions Based on Customer Tags?
yesterday by Evan Hardin
Hi Billsby Team,
I’m trying to set up a workflow where certain discounts are automatically applied to subscriptions when a customer is tagged (for example, “VIP” or “Loyalty”). I’ve checked the documentation and explored the automation rules, but I can’t figure out the exact setup to make it work consistently.
Is there a way to configure this so that:
The discount is automatically applied whenever a new subscription is created for a tagged customer.
Existing subscriptions for tagged customers are updated automatically if the tag is added later.
If there’s a step-by-step approach or a best practice for this kind of automation, I’d really appreciate it.
Thanks in advance!
