Managing automation rules

The interface displays a powerful automation rules engine designed for creating and managing discount rules. This particular screen shows the configuration for a "Bulk discount" rule that applies when customers purchase 5 or more items.

Conditions

Conditions are the "IF" part of the automation rule that define when a rule should be triggered. They represent specific criteria that must be evaluated as true before any actions are executed.

Key aspects of Conditions:

• Logical Structure: Conditions can be organized into groups with logical operators:

  • "All groups must be true" (AND logic between groups)

  • "Any group must be true" (OR logic between groups)

• Condition Types: The system allows selecting different types of conditions based on what you want to evaluate, such as:

  • Order line properties

  • Customer attributes

  • Product characteristics

  • Cart values

  • Time-based factors

• Comparison Operators: Each condition includes operators like:

  • Greater than

  • Less than

  • Equal to

  • Contains

  • Starts with

  • Between ranges

• Condition Values: The specific threshold or parameter to compare against (like "5" items in the example)

• Grouping Capability: Multiple conditions can be combined into logical groups for complex rule creation

Actions are the "THEN" part of the automation rule that specify what should happen when all required conditions are met. They represent the system's response or behavior.

Actions:

• Action Types: Different categories of responses the system can perform:

  • Apply discounts (percentage or fixed amount)

  • Add free items

  • Modify shipping options

  • Send notifications

  • Update customer status

  • Trigger external systems

• Action Parameters: Specific settings that configure how the action works:

  • Discount percentage (10% in the example)

  • Fixed amount values

  • Product selection for free items

  • Message content for notifications

• Multiple Actions: A single rule can trigger several different actions simultaneously

• Action Priority: When multiple rules apply, the system may need to determine which actions take precedence

The power of this automation engine lies in the flexible combination of conditions and actions, allowing businesses to create sophisticated promotional rules, customer rewards, and operational automations without requiring programming knowledge.