Creating and managing cart item filters

Cart item filters allow you to use the items in your customers' carts in different ways to create more selective rules. For example, counting the cart items, selecting specific ones or sorting them by size, quantity, price or any other characteristics relevant to your business.

A filter generates either:

• A new list.
• A boolean value.
• A number calculated from the expression of your choice.
• A reference to a cart item.

You can use this result in your conditions or effects to create more advanced rules.

You need cart item filters to create promotion rules in item campaigns and to create strikethrough rules.

There are different types of filters. The available filters appear sorted by these categories:

• Filter & sort
• Select
• Calculate
• Check

Filter & sort

Filter name	Description	Result
Filter items by condition	It filters items by the value of a certain attribute, such as price or name.	List
Sort items by attribute	It sorts items in descending or ascending order.	List

Select

Filter name	Description	Result
Select the first No. of items	It selects the first items from a list. You can choose how many items are selected.	List
Select one item	It selects one item at the position of your choice in a list.	Cart item
Select by attribute value	It creates a list by selecting those items matching a certain attribute.	List
Select the biggest number	It selects the biggest number out of a list of numbers.	Number
Select the smallest number	It selects the smallest number out of a list of numbers.	Number

Calculate

Filter name	Description	Result
Sum up cart items' attributes	It defines a mathematical operation to be performed on each cart item and gets the sum of each result.	Number
Counts the number of items in the list	It counts the number of items in a list.	Number
Sum up these numbers	It sums up the numbers returned by a previous filter step.	Number

Check

Filter name	Description	Result
Check for empty lists	It indicates whether a list is empty.	Boolean

Creating a cart item filter

note

For performance reasons, we recommend creating a maximum of 4 cart item filters per campaign.

1. At the top of the Rule Builder page, click Filter Cart Items.

   note

   If you have already created filters, click Add Filters in the Cart Item Filters section.

2. (Optional) If you have created a filter resolving in a list of cart items, use Start with this list of cart items to select a saved filter as the list you apply new filter steps to.

   note

   This feature improves the performance of the campaign rules evaluation and reduces the risk of making mistakes when creating new filters from cart item lists.

3. Click Add Filter Step.

4. Select a type of filter and define the required values.

5. (Optional) Click Add Filter Step to sort the items selected on the first step. You can add as many steps as you wish.

   note

   Add filter steps in the order that you want to apply them. Only the filters that can be applied to the previous step are available to you.

6. In Save as, type a name for your filter. This is how it will appear in the Rule Builder.

7. Click Save Filter.

The filter is created and you can use the following attributes for it:

• <Filter name> item count
• <Filter name> total price

Editing a cart item filter

1. Open the Rule Builder for your campaign.

2. In the Cart Item Filters section, click the filter you want to modify.

3. Edit the required information. You can also add filter steps or remove them by clicking the trash bin symbol to the right of each step.

   note

   You cannot rename a cart item filter if you are using it in a rule or in another filter. A lock symbol appears by the filter.

4. Click Save Filter.

You see the filter in the Cart Item Filters section, over the Rule Builder.

Deleting a cart item filter

A cart item filter cannot be deleted while it's being used in a rule.

1. Open the Rule Builder for your campaign.
2. In the Cart Item Filters section, click the trash bin symbol to the right of the filter you want to remove.

The filter disappears from the Cart Item Filters section.

Related pages

• Creating a campaign to issue a discount using cart item filters
• Creating a buy 3 and pay 2 campaign with cart item filters
• Evaluation order for rules and cart item filters
• Creating and managing item bundles