Post-purchase funnel targeting rule types

Cleverific offers multiple rule types you can combine to control which orders see a post-purchase funnel. This article explains which rule types are available and how each one matches orders.

Available rule types

• Order contains products: show or skip the funnel based on specific products in the order (any of / all of / none of).

• Order contains a collection: target orders that include a product from a specific collection (any of / none of).

• Order product has tag: match orders where a product carries a specific tag (any of / all of / none of).

• Order product type: target by the product type of items in the order (any of / none of).

• Order product metafield: match orders where a product carries a specific metafield value (has any of / has none of / has any value / is empty).

  Pick the metafield from your store's metafield definitions, or type a key that has no definition as namespace.key, for example, custom.material. Values aren't case-sensitive.

  Reference, JSON, and rich text metafields can only use has any value or is empty.

  You can use up to 20 different metafield keys across all your funnels.

• Customer order count: show the funnel based on how many orders the customer has placed, useful for targeting first-time buyers or repeat customers (equals / greater than / at least / less than / at most / between).

• Customer tag: target customers who have a specific tag on their account (any of / all of / none of).

• Customer language: match orders based on the customer's storefront language. A rule for "pt" also matches regional variants like "pt-BR."

• Customer device: show the funnel only to customers checking out on a mobile or desktop device (is mobile / is desktop). Tablets and iPads usually count as desktop. If the device can't be detected, the funnel doesn't show.

• Shipping country: target orders based on their shipping country, searched and picked by name (any of / none of).

• Order discount percent*: match orders where a discount of a specific percentage was applied (equals / greater than / at least / less than / at most / between).

• Order has a discount*: show or skip the funnel based on whether any discount is present (is present / is absent).

• Order used a discount code*: target or exclude orders that used a specific discount code, matched exactly and not case-sensitive (was used / was not used). If the code can't be confirmed at checkout in time, the order is treated as no code used, so an include rule stays hidden and an exclude rule still shows.

• Order value: match orders based on their total value, including tax and shipping (equals / greater than / at least / less than / at most / between).

• Item quantity: match orders based on the total number of units in the order (equals / greater than / at least / less than / at most / between).

• Variant quantity: match orders based on how many units of a specific product variant they contain (equals / greater than / at least / less than / at most / between).

  An order that doesn't contain the variant counts as a quantity of 0, so a "less than" rule can also match orders that don't have the variant at all.

• Random sample: show the offer to a random percentage of orders, from 1-99%. The same order always gets the same result if the customer reloads the post-purchase page.