How to identify First time customers?

one last question. is there anyway that jotform will track and only allow someone to use it for first time purchases. Since I can't use stripe and stripe does have full customization on how a customer used the discount. thanks you.

Hello qaissidiqi2

Would you like to identify each customer and they should only be eligible for the discount if they are submitting for the first time?

The closest I can think of using the Spreadsheet to Form widget. Each user's data should be exported into an Excel sheet so that when the user visits the form for the second time, we can check if the submission exists in the Excel sheet.

The widget allows you to upload a spreadsheet to your form and use the values you have on the spreadsheet to pre-populate the form. By using a unique code present on each row of your spreadsheet, you can access that specific row when it matches the unique code entered on the form. Think of it as querying a database using the unique code as the key index.

Keep us updated and let us know your views on this.

That won’t work. For a user defined amount and still using the discount ….. there has to be a way to customize the discount other then just the percentage. Such first time customers, certain customers, etc?

Hi qaissidiqi2,

Thanks for getting back to us. Unfortunately, there is no setting on the payment field to only allow the discount to be for first-time customers or certain customers. And there is no automatic option to determine if the user who is submitting the form is a first-time customer or a certain customer. A workaround that I can suggest would be adding a single choice field on your form to ask if your user is a returning customer or a first-time customer and then adding a condition to show them a discount code that they can use for their purchase. Let us know if this would work for you so that we can provide you step by step on how you can achieve it.

Let us know if you have any questions.

Well this is for a discount of course. So how would I control customers using the discount twice?

Hi qaissidiqi2,

Thanks for getting back to us. I don't think it's possible to prevent your customers from using the discount twice, especially if your discount coupon doesn't have an expiration date or limit to the number of users. While the feature you’re looking for isn’t currently available, rest assured we’re always working to add new services and features to Jotform. I can submit a feature request regarding discount coupons being able to be set for first-time customers. But please note that we cannot provide an ETA on when it will or could be implemented.

I think something bigger to add and customers have been requesting it for about 4-5 years now because there is posts going back to 2018 asking for this is to allow to give discounts with stripe on a user defined amount.

these payment portals such as stripe, square all have great discounting capabilities and flexibility (customization) but you are not allowing it. Please enable that. Or let me know how I can do it. Because it is your code that is holding it back from happening in my first post it explains the situation.

thank you,

Also if the discount feature does not work with stripe if user defined amount is put in. Can we offer discounts?

bassically we would give

1. $5 giftcards.
2. make the minimum purchase $10 in order for them to get the $5 off.
   

please let me know if this would be possible using user defined amount.

Hi qaissidiqi2,

Thanks for getting back to us. I understand that you wanted to use a coupon code while using the User Defined amount payment type. Please note that the coupon code is not available when you set Payment Type to the "user defined amount." The coupon code feature is only available when you sell products and subscriptions.

You can still offer discounts to your customers using conditional logic instead. Where conditions would be used to check the amount purchased by your users and apply a discount for them. Here is an example conditional statement:

In the condition above, it indicates that if the Sub Total of the products selected is greater than $9 a $5 discount would be added on the discount field that will be used to calculate the grand total of the customer.

Now, with the use of the Form Calculation widget, we'll now calculate the subtotal of all products selected minus any discount that they can get which then calculate the Grand Total that you would be charging your customer that can be passed on to the Payment Field to charge your customers.

Here's a sample screencast of the form:

You can check our demo form here with the above conditions applied. To clone it for testing, you can follow this guide on how to do so.

Give it a try and let us know if you have any questions.

I understand that the discount feature is not available when using user defined amount but I see people since 2018 asking for the feature so maybe you guys should add it instead of adding the first time customer request you said your going to request. A lot of people have been asking for that. If you google search a lot of people are asking about that feature so it would be a great addition.

Hi qaissidiqi2,

While the feature you’re looking for isn’t currently available, rest assured we’re always working to add new services and features to Jotform. 

I've gone ahead and escalated your request to our Developer Team. When or if it's developed depends on their workload, how viable it is, and how many other users request it. If there are any updates, we’ll circle back to this thread and let you know.