Creating Rules with Conditions

Step-by-step guide to building business rules with filters and multiple actions.

Step 1: Choose Your Trigger

Open Business Rules and click New Rule. The first thing you'll pick is the trigger — the event that starts your rule.

Think about what customer action you want to respond to:

  • Someone just placed an order? Choose Order placed
  • A new customer signed up? Choose Customer created
  • Someone left without buying? Choose Cart abandoned

Step 2: Add Conditions (Optional)

Conditions let you narrow down exactly when the rule should fire. Without conditions, the rule fires for everyone who triggers the event.

Click Add Condition to filter by things like:

  • Order total — e.g. only fire if the order is over $100
  • Customer email — e.g. only fire for customers with a certain email domain
  • Product in order — e.g. only fire if a specific product was purchased
  • Customer tag — e.g. only fire if the customer is tagged as "VIP"

Combining conditions:

  • All conditions must match — the rule fires only if every condition is true (AND logic)
  • Any condition matches — the rule fires if at least one condition is true (OR logic)

Example: High-Value Order Rule

Trigger: Order placed
Condition: Order total is greater than $150
Action: Tag customer as "High Value"

This rule only tags customers when they spend over $150 — so your "High Value" tag stays meaningful.

Step 3: Choose Your Action

After the conditions, set what should happen. Click Add Action and choose from:

Send email — Write a subject and message. Use these placeholders to personalize it:

  • {{customer.firstName}} — customer's first name
  • {{order.total}} — the order amount
  • {{order.id}} — the order reference number

Create coupon — Set a discount amount (e.g. 10% off) and expiry. The coupon is automatically generated and can be included in an email.

Tag customer — Enter a tag name. Tags appear on the customer's profile and can be used for segmentation in email marketing.

Add to segment — Select an email segment. The customer will be added to that segment automatically and start receiving any campaigns targeting it.

Notify admin — Send an email alert to your registered admin email address. Useful for high-value orders or refund requests.

Step 4: Name and Save

Give your rule a descriptive name — something that will be clear six months from now. Examples:

  • "First order thank you email"
  • "High value customer tag ($150+)"
  • "Abandoned cart — coupon after 1 hour"

Click Save, then toggle the rule on.

Practical Examples

Welcome new customers

Trigger: Customer created
Action: Send email — "Welcome to [store name]! Here's 10% off your first order."

Reward big spenders

Trigger: Order placed
Condition: Order total is greater than $100
Action 1: Tag customer as "VIP"
Action 2: Send email — "You're a VIP! Enjoy early access to our next drop."

Internal alert for refunds

Trigger: Order refunded
Action: Notify admin — "Refund processed for {{customer.firstName}} — order {{order.id}}"

Auto-add customers to email list

Trigger: Customer created
Action: Add to segment — "All Customers"

Tip

You can add multiple actions to a single rule. For example, a "first purchase" rule can simultaneously send a thank-you email, tag the customer, and add them to your "buyers" email segment.

Testing Before Going Live

Before turning a rule on for real, use the Test Rule option. You can simulate the trigger with a test customer to see exactly what the rule would do — without actually sending emails or creating coupons.

Next Steps