Promotion rule type descriptions

Promotion Rules define a set of criteria that a customer must meet (by adding products to their cart and completing their order) to be eligible to receive the promotional incentive. There are essentially two steps within the Optimizely Configured Commerce Promotion workflow:

To understand more about the Promotion logic and the steps for creating a successful Promotion, refer to the additional documentation on Promotions.

The following is a list of the available Rule Types, explaining what they do and their associated variables. Review the Promotion Result Type Descriptions article to see a list of the Result Types.

These rules do not factor in products in a customer's order history.

This rule is based on whether or not a particular User's Segment/Persona matches the Segment/Persona provided in the rule type configuration.

Select Based On – Equals or NotEquals

Persona – Select the desired Persona from the given list

This rule is based on a custom-created Customer property. Depending on the type of property created the rule will execute if the data entered into the field matches a given list, matches an exact value, or whether it falls within a range of values.

Source Data Table – Customer

Property name – Select the desired custom Customer property

Select Based On – Provides three options, each resulting in their own unique selection:

This rule is based on whether or not a particular Customer Field matches the provided criteria.

Source Data Table – Customer

Source Data Field – Select the desired data field from the provided list of fields form the Customer data table.

Select Based On – Provides five options, each resulting in their unique selection:

This rule is based on a custom-created Customer Order property. Depending on the type of property created the rule will execute if the data entered into the field matches a given list, matches an exact value, or whether it falls within a range of values.

Source Data Table – CustomerOrder

Property name – Select the desired custom Customer Order property

Select Based On – Provides three options, each resulting in their own unique selection:

This rule is based on whether or not a particular Customer Order Field matches the provided criteria.

Source Data Table – CustomerOrder

Source Data Field – Select the desired data field from the provided list of fields form the Customer data table.

Select Based On – Provides five options, each resulting in their unique selection:

Depending on the desired outcome of the promotion, this rule can execute based on equaling or not equaling a particular Bill to Customer, where Equals matches a specific Bill to Customer and NotEquals would include all Bill to Customers except for the selected Bill to Customer.

Select Based On – Equals or NotEquals

Bill To Customer – Select the Bill To Customer from the given list of customers.

Targets a promotion to orders placed by specific bill-to customers. Add customers to the criteria by customer number or bulk import a list of customer numbers. Use this criteria type to run promotions exclusive to selected accounts.

Select Based On – Equals or NotEquals

Bill To Customer List – Import or enter a list of Bill To Customer numbers to target for this promotion.

Depending on the desired outcome of the promotion, this rule can execute based on equaling or not equaling a particular Order Carrier Service, where Equals match a specific Order Carrier Service and NotEquals would include all Order Carrier Services except for the selected Order Carrier Service.

Select Based On – Equals or NotEquals

Order Carrier Service – Select the Order Carrier Service from the given list of Carriers.

Depending on the selection, this rule can execute if the Order either contains an existing promotion or does not contain an existing promotion. This allows control of whether or not promotions can be stacked or used in conjunction with another promotion upon checkout.

Select Based On – Contains, Does Not Contain

Promotion – Select an existing promotion from the provided list.

Depending on the desired outcome of the promotion, this rule can execute based on equaling or not equaling a particular Order Currency, where Equals match a specific Order Currency and NotEquals would include all Order Currency except for the selected Order Currency.

Select Based On – Equals or NotEquals

Order Currency – Select the Order Currency from the given list of currencies.

This rule will only execute if the Order Line Count matches the criteria identified in the Select Based On and Order Line Count fields.

Select Based On – Equals, NotEquals, GreaterThan, GreaterThanOrEqual, LessThan, LessThanOrEqual, or Range

Order Line Count – Enter the numerical value that makes the Select Based On field true.

Select Based On – Equals or NotEquals

This rule will only execute if the Order Product Brand matches the criteria identified in the Select Based On and Brand fields.

Brand – Search for or select a Brand on which to apply this promotion.

Quantity or Amount – Select whether to base the rule on the Quantity or Amount (dollar value) of product brand ordered.

Minimum Value – Minimum threshold for the rule to be true.

Maximum Value – Maximum threshold for the rule to be true.

This rule will only execute if the Order Product Line matches the criteria identified in the Select Based On and Product Line fields.

Select Based On – Equals or NotEquals

Product Line – Search for or select a Product Line on which to apply this promotion.

Quantity or Amount – Select whether to base the rule on the Quantity or Amount (dollar value) of product line ordered.

Minimum Value – Minimum threshold for the rule to be true.

Maximum Value – Maximum threshold for the rule to be true.

This rule executes when any product from a defined list of products is included in the order. It extends the Ordered product rule to support multiple products instead of a single product.

Select Based On: Equals or NotEquals

Products: Select or import multiple products to compare against. The rule executes when any product in the configured list matches a product in the order.

Quantity or Amount: Select whether to base the rule on the quantity or amount (dollar value) of the ordered products.

Minimum Value: Minimum threshold for the rule to be true.

Maximum Value: Maximum threshold for the rule to be true.

This rule will only execute if the Order Product Total (the total dollar amount ordered) matches the criteria identified in the Select Based On and Promotion fields.

Select Based On – GreaterThan, GreaterThanOrEqual, LessThan, LessThanOrEqual, or Range

Product Total – Enter the numerical value that makes the Select Based On field true.

This rule will only execute if the Order Ship To Country matches the criteria identified in the Select Based On and Order Ship To Country fields.

Select Based On – Equals, NotEquals

Order Ship To Country – Select the desired Country from the list of existing countries.

This rule will only execute if the Order Ship To State/Province matches the criteria identified in the Select Based On and Order Ship To State/Province fields.

Select Based On – Equals, NotEquals

Order Ship To Country – Select the desired State/Province from the list of existing states/provinces.

This rule will only execute if the Order Shipping Weight matches the criteria identified in the Select Based On and Weight fields.

Select Based On – GreaterThan, GreaterThanOrEqual, LessThan, LessThanOrEqual, or Range Weight – Enter the numerical value of the desired weight.

This rule will only execute if the Order Total (the total value of the order) matches the criteria identified in the Select Based On and Order Total fields.

Select Based On – GreaterThan, GreaterThanOrEqual, LessThan, LessThanOrEqual, or Range

Order Total – Enter the numerical value that makes the Select Based On field true.

Depending on the desired outcome of the promotion, this rule can execute if the quantity or amount (dollar value) of a specific Ordered Product falls within or out of an identified range.

Select Based On – Equals or NotEquals

Product – Select the Product to compare against from the given list of Products.

Quantity or Amount – Select whether to base the rule on the Quantity or Amount (dollar value) of product ordered.

Minimum Value – Minimum threshold for the rule to be true.

Maximum Value – Maximum threshold for the rule to be true.

Depending on the desired outcome of the promotion, this rule can execute if the quantity or amount (dollar value) of an Ordered Product from a specific Category falls within or out of an identified range.

Select Based On – Equals or NotEquals

Category – Select the Category to compare against.

Quantity or Amount – Select whether to base the rule on the Quantity or Amount (dollar value) of product ordered.

Minimum Value – Minimum threshold for the rule to be true.

Maximum Value – Maximum threshold for the rule to be true.

Depending on the desired outcome of the promotion, this rule can execute if the quantity or amount (dollar value) of an Ordered Product from a specific Vendor falls within or out of an identified range.

Select Based On – Equals or NotEquals

Vendor – Select the Vendor to compare against.

Quantity or Amount – Select whether to base the rule on the Quantity or Amount (dollar value) of product ordered.

Minimum Value – Minimum threshold for the rule to be true.

Maximum Value – Maximum threshold for the rule to be true.

Depending on the desired outcome of the promotion, this rule can execute if the quantity or amount (dollar value) of an Ordered Product from a specific Product Code falls within or out of an identified range.

Select Based On – Equals or NotEquals

Product Code – Select the Product Code to compare against.

Quantity or Amount – Select whether to base the rule on the Quantity or Amount (dollar value) of product ordered.

Minimum Value – Minimum threshold for the rule to be true.

Maximum Value – Maximum threshold for the rule to be true.

This rule will only execute if the number of times a promotion has been used is less than or equal to the value stated in the Promotion Limit By Customer field.

Select Based On – LessThanOrEqual

Promotion Limit By Customer – Enter the numerical value that represents the maximum number of times a promotion can be used by a customer.

This rule will only execute if the number of times a promotion has been used is less than or equal to the value stated in the Promotion Usage Limit field. This type of rule type is used to provide an incentive for customers to quickly take advantage of limited promotion. Example, the first 50 customers that use the promo code First50 receive free shipping.

Select Based On – LessThanOrEqual

Promotion Usage Limit – Enter the numerical value that represents the maximum number of times a promotion can be used.

This rule will only execute if the day of the week is equal or not equal to the day stated in the Day of week field.

Select Based On – Equals, NotEquals

Day of Week – Select the desired day of the week from the list of choices.

This rule will only execute if the User's assigned Role is Equal or Not Equal to the Role stated in the Role Name field.

Select Based On – Equals, NotEquals

Role Name – Select the desired Role from the list of choices.

Select the products to exclude from this rule. Excluded products do not count toward promotion qualification. Leave the field empty to evaluate the rule against all products.