Exclusion Rules

An exclusion rule can be created to exclude abandoned cart and review emails from being sent under certain conditions. A rule describes the conditions that must be met to trigger the action. For example, a rule might exclude all abandoned carts with a subtotal that is equal to, or less than ten.

Exclusion Rules

To add a new rule

  1. On the Admin sidebar, choose Marketing. Under Customer Engagement, choose Exclusion Rules. Then, tap Add New Rule.

    Rule Information

  2. On the Rule Information tab, do the following:

    • Enter a descriptive Rule Name.

    • Set Rule Type to one of the following:

      • Abandoned Cart Exclusion Rule
      • Review Email Exclusion Rule
    • Leave Status set to “Inactive” for now. You can later change it to “Active.”

    • Choose the Websites where the rule applies.

  3. Before you define the condition, think about what you want the rule to accomplish. Then, describe the condition in terms of attribute values and actions. A rule can be set to meet any or all of the stated condition, and a single rule can have multiple conditions.

    On the Conditions tab, set Conditions Combination Match to one of the following:

    • ANY
    • ALL

    Exclusion Rule Conditions

  4. Tap Add New Condition. Then, do the following:

    • Choose the Attribute that is the subject of the conditional statement.

    • Under Condition, choose the operator.

    • Enter the Value that is needed to complete the condition.

      Add New Condition

    • For multiple conditions, tap Add New Condition. Then, repeat these steps.

  5. When complete, tap Save.