In this part of creating a new automation, you can add different conditions for your automation, in fact, you can specify which category of users the automation is for.
1. Sending Cycle #
You can change the “Sending Cycle” from this section. Marketing will continue in the following days only if the customer adds a new product to his list. Otherwise, customers will not receive any automated emails.
2. Create Filters #
From this section, you can specify one or more conditions for your automation, automations will be sent only to users who meet the conditions.
If you need to create several conditions, you can use the “And” or “Or” button according to your needs.
To create filters, you can choose one of the following options:
2.1. List type #
By selecting this option, you can create a filter based on the type of user lists.
Types of lists:
- Wishlist
- Multilist
- All Waitlist
- On sale
- Back in Stock
- Low stock
- Price change
- Next Purchase cart
- All lists
2.2. List status #
By choosing this option, you can create a filter based on the number of products, total payment, products, category, the date the products were added to the list, and the date of purchase from each list.
Types of lists:
- Wishlist
- Multilist
- All Waitlist
- On sale
- Back in Stock
- Low stock
- Price change
- Next Purchase cart
- All lists together
2.3. Fields #
By choosing this option, you can create a filter based on user fields, these fields include the following fields:
- Username
- User Email
- Billing First Name
- Billing Last Name
- Billing Company
- Billing City
- Billing Postal/Zip Code
- Billing State
- Billing Country / Region
- Billing Phone Number
- Billing Email Address
- Shipping First Name
- Shipping Last Name
- Shipping Company
- Shipping City
- Shipping Postal/Zip Code
- Shipping State
- Shipping Country / Region
- Shipping Phone Number
2.4. Roles #
By selecting this option, you can create a filter based on user roles, these roles include the following roles.
- Administrator
- Editor
- Author
- Contributor
- Subscriber
- Customer
- Shop manager
2.5. Activity #
From this section, you can create a filter based on user activity. These activities include the following.
- Commenting any content
- Commenting specific content
- Post Creation/Edit
3. And #
By clicking on this option, you can create a new filter, if you use “And”, users whose status matches all filters will be included in the Automation.
4. Or #
By clicking this button, you can add another new filter, if you use “Or”, it is enough for the user to meet one of the conditions to be included in the Automation.
