Advanced conditions let you control exactly for which products or customers a campaign will appear for.
1. Product-Based Conditions
1.1 Product Tags
- Select existing product tag(s) in your store.
- Rules:
- Include: The campaign will be displayed for products with the selected tag(s).
- Exclude: The campaign will be displayed for products without the selected tag(s).
1.2 Collections
- Select existing collection(s) in your store.
- Rules:
- Include: The campaign will be displayed for products with the selected collection(s).
- Exclude: The campaign will be displayed for products without the selected collection(s).
1.3 Product Title
- Enter the exact product title. This is case-sensitive. For example, if the product title is “Classic Black Hoodie,” you must enter it exactly like this. Using just “classic” will not work.
- Rules:
- Start with: The campaign will be displayed if the product title starts with the mentioned text.
- End with: The campaign will be displayed if the product title ends with the mentioned text.
- Contains: The campaign will be displayed if the product title includes the mentioned text anywhere.
- Does not contain: The campaign will be displayed if the product title does not include the mentioned text.
- Equals: The campaign will be displayed only if the product title exactly matches the mentioned text.
1.4 Product Price
- Enter a numerical value (up to two decimal places). This refers to the sale price set for products in Shopify.
- Rules:
- Greater than: The campaign will be displayed if the product price is greater than the given value.
- Less than: The campaign will be displayed if the product price is less than the given value.
- Equal to: The campaign will be displayed if the product price exactly matches the given value.
This uses the store’s default currency and cannot be changed. For other currencies, the condition uses Shopify’s default currency conversion.
1.5 Product Category
- Select Shopify’s product categories. All categories from Shopify will be shown, not just the ones in your store. Search for the required sub-categories to specify accurately.
- Rules:
- Show: The campaign will be displayed for products in the selected categories.
- Don’t show: The campaign will be displayed for products that are not in the selected categories.
1.6 Product Type
- Select the existing product type(s) in your store.
- Rules:
- Show: The campaign will be displayed for products of the selected type(s).
- Don’t show: The campaign will be displayed for products not matching the selected type(s).
1.7 Inventory
- Enter a numerical value for inventory.
- Rules:
- Greater than: The campaign will be displayed if the inventory is greater than the given value.
- Less than: The campaign will be displayed if the inventory is less than the given value.
- Equal to: The campaign will be displayed if the inventory exactly matches the given value.
Use only if “Track quantity” is enabled for the product(s). If quantity is not tracked, this condition will fail, and the campaign will not be shown.
1.7 Vendor
- Select the existing product vendor(s) in your store.
- Rules:
- Show: The campaign will be displayed for products from the selected vendor(s).
- Don’t show: The campaign will be displayed for products that are not from the selected vendor(s).
2. Customer-Based Conditions
2.1 Customer
- Select the existing product vendor(s) in your store.
- Rules:
- Show: The campaign will be displayed for products from the selected vendor(s).
- Don’t show: The campaign will be displayed for products that are not from the selected vendor(s).
2.2 Customer Tags
- Select existing customer tag(s) from your store.
- Rules:
- Show: The campaign will be displayed for customer account(s) with the selected tag(s). Customers who are not logged in will not see the campaign.
- Don’t show: The campaign will be displayed for all the customer account(s) without the tag(s) and for customers who are not logged in.
2.3 B2B
- Decide whether to show the campaign to B2B customers.
- Rules:
- True: The campaign will be displayed only for B2B customer account(s). Customers who are not logged in will not see the campaign.
- False: The campaign will be displayed only for non-B2B customer account(s) and for customers who are not logged in.
This will work only for B2B customers classified using Shopify’s native settings. If third-party apps are used for B2B classification, this condition will not apply.
2.4 Logged in
- Decide whether to show the campaign to logged in customers.
- Rules:
- True: The campaign will be displayed only to logged-in customer(s).
- False: The campaign will be displayed only to customer(s) who are not logged in.
3. Location-Based Condition
3.1 Country
- Select countries that are available from your store’s Markets.
- Rules:
- Show: The campaign will be displayed in the selected countries.
- Don’t show: The campaign will be displayed in all other countries apart from the selected ones.
4. Cart-Based Condition
4.1 Cart Value
- Enter a numerical value (up to two decimal places) for the cart total.
- Note: Uses the store’s default currency. For other currencies, Shopify’s default conversion applies.
- Rules:
- Greater than: The campaign will be displayed if the cart total is greater than the given value.
- Less than: The campaign will be displayed if the cart total is lesser than the given value.
- Equal to: The campaign will be displayed if the cart total exactly matches the given value.
4.2 Cart Quantity
- Enter a numerical value for the cart quantity.
- Note: Uses the total quantity of all the products in the cart to trigger the campaign.
- Rules:
- Greater than: The campaign will be displayed if the cart quantity is greater than the given value.
- Less than: The campaign will be displayed if the cart quantity is lesser than the given value.
- Equal to: The campaign will be displayed if the cart quantity exactly matches the given value.
5. Metafield
Display the campaign based on a product's metafield value. Enter the metafield's Namespace (e.g. custom) and Key (e.g. product_line), then choose a Type and enter the Value to match against.
The correct Type to use depends on how the metafield is defined in Shopify:
When the metafield holds a single value (metafield type is "One value"):
- Is equals: The campaign is displayed only if the metafield value exactly matches the entered value.
- Example: Metafield value = shirts, entered value = shirts → matches. shirt → does not match.
- Contain: The campaign is displayed if the metafield value includes the entered text anywhere within it.
- Example: Metafield value = summer-shirts, entered value = shirt → matches, because "shirt" appears inside "summer-shirts".
When the metafield holds multiple values (metafield type is "List of values"):
- Contain any of the values: The campaign is displayed if the metafield list contains an entry that includes the entered value as a substring. A partial match within any list item is enough.
- Example: Metafield list = ["addon list", "gift"], entered value = list → matches, because "list" appears inside "addon list".
- Any of the values: The campaign is displayed only if the entered value exactly matches one of the entries in the metafield list. Partial matches do not count.
- Example: Metafield list = ["list", "gift"], entered value = list → matches, because "list" is an exact entry. But list = ["addon list", "gift"] → does not match, because there is no exact entry equal to "list".
You can also enter multiple values in the "Value" field, separated by commas (applicable only to the two list-based types above).
Use Is equals / Contain for single-value metafields, and Contain any of the values / Any of the values for list metafields. Choosing a list-based Type for a single-value metafield (or vice versa) may cause the condition to not evaluate as expected.
Available Conditions by Campaign Type
Certain campaign types have a limited set of advanced conditions due to Shopify’s limitations.
Campaign Type | Product-Based | Customer-Based | Location-Based | Cart-Based |
Product Page | Tags, Collections, Product title, Product price, Product category, Product type, Inventory, Vendor, Metafield | Customer, Customer tags, B2B, Logged in | Country | – |
Cart Page | Tags, Collections, Product title, Product price, Product category, Product type, Inventory, Vendor, Metafield | Customer, Customer tags, B2B, Logged in | Country | Cart value, Cart quantity |
Checkout Page | Tags, Collections, Product title, Product price, Product category, Product type, Vendor | Customer, Logged in | Country | Cart value, Cart quantity |
Post-Purchase Upsell | Tags, Collections, Product title, Product price, Product category, Product type, Vendor | Customer | – | Cart value, Cart quantity |
Thank You / Order Status Page | Tags, Collections, Product title, Product price, Product category, Product type, Vendor | Customer | Country | Cart value, Cart quanity |
In Freemium plan, only one advanced condition can be added per campaign. In Pro plan and Enterprise plan, multiple different conditions can be added within the same campaign with AND/ANY logic between them. For a detailed breakdown of each pricing plan and its features, please visit here.
Please feel free to contact our customer support team if you need any assistance with setting up advanced conditions.