Business Rules

Automate repetitive tasks in your store without writing a single line of code. Set up rules that run automatically based on what your customers do.

What are Business Rules?

Business rules let you define "if this happens, do that" logic for your store. For example:

  • If a customer places their first order → send them a thank-you email with a discount
  • If an order is fulfilled → tag that customer as "verified buyer"
  • If a cart is abandoned → create a coupon and notify your team

Rules run in the background automatically. Once you set them up, they work 24/7 without any effort from you.

How Rules Work

Every rule has three parts:

  1. Trigger — the event that starts the rule (e.g. "an order is placed")
  2. Conditions — optional filters to narrow down when the rule applies (e.g. "only if the order total is over $50")
  3. Action — what happens when the rule fires (e.g. "send a welcome email")

Available Triggers

TriggerWhen it fires
Order placedA customer completes a purchase
Customer createdA new account is created
Cart abandonedA customer adds items but doesn't check out (within 1 hour)
Product viewedA product page is visited
Order fulfilledItems are marked as shipped
Order refundedA refund is processed
Customer updatedA customer's profile is changed
Subscription createdA customer subscribes to a product

Available Actions

ActionWhat it does
Send emailSend a custom email to the customer
Create couponAutomatically generate a discount code
Tag customerAdd a label to the customer's profile
Add to segmentPut the customer into an email segment
Send webhookNotify an external system (e.g. Slack, Zapier)
Notify adminSend an internal alert to your team

Creating Your First Rule

  1. Open your store from the dashboard
  2. Click Business Rules in the left sidebar
  3. Click New Rule
  4. Choose a trigger from the list
  5. Optionally add conditions to filter when the rule applies
  6. Choose an action and configure it
  7. Give the rule a name so you can find it later
  8. Toggle the rule on and click Save
Tip

Start simple. Your first rule might just be "order placed → send thank-you email." Once you're comfortable, you can add conditions and combine multiple actions.

Enabling and Disabling Rules

Every rule has an on/off toggle. You can:

  • Turn a rule off without deleting it — useful for seasonal promotions
  • Turn it back on at any time
  • Delete rules you no longer need

Rules only fire when they are turned on. Turning a rule off stops it immediately with no effect on rules that already ran.

Checking Rule History

In the Business Rules page, click on any rule to see its execution log — a list of every time the rule fired, which customer triggered it, and whether the action succeeded.

This is useful for:

  • Verifying that your rules are working as expected
  • Troubleshooting if an email wasn't sent
  • Reviewing how many times a rule has run

Next Steps