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Using conditions

Creating a condition

To create a condition:

  1. Open the Rule Builder for your campaign.
  2. Click Create Rule.
  3. In Conditions, click Add Condition.
  4. Choose one of the available conditions.
  5. Set the required values.
  6. Click Done.

The condition is saved. Depending on the condition, you can add a failure effect to it.

note

You can also choose Always Trigger Effects instead of setting your own conditions. In this case, the effects will trigger for every update of the customer session.

Using more than one condition in the same rule

You can create several conditions in a rule. In this case, the Rule Builder evaluates the conditions in the order in which they appear.

By default, if each condition is true, then the effects of the rule are triggered.

You can select if the rule should trigger when at least one condition is true, or if all of the conditions should be true:

  1. In Conditions, click When all of these are true.
  2. Select All or At least one.
tip

You can also group conditions using the Create a group of conditions condition.

Adding a failure effect to a condition

Depending on the condition, you can add a failure effect to it. The effect is applied if the condition is not met during the rule evaluation.

You can use a failure effect to create a custom message that communicates to a customer what they can do to fulfill the condition and receive the promotion.

Message examples:

  • Spend $250 or more for $25 off your order.
  • Buy a third item to get 5% off each item in the bundle.

Adding a failure effect

To add a failure effect to a condition:

  1. Select a condition that you have already created and want to add a failure effect to.
  2. Hover over the condition and click Add Failure Effect.
  3. Select an effect type and add a title and a message.
  4. Click Done.
note
  • You can also add a failure effect to a group of conditions set to At least one.
  • You cannot add failure effects to coupon or referral conditions.

Editing a failure effect

To edit a failure effect:

  1. Hover over the condition where you want to edit a failure effect and click Edit Failure Effect.
  2. Edit the required details.
  3. Click Done.

Deleting a failure effect

To delete a failure effect:

  1. Hover over the condition where you want to delete a failure effect and click Edit Failure Effect.
  2. Click Delete.