Setting trigger conditions
What each trigger condition checks, how conditions combine, and the limits to know about.
Trigger conditions decide which carts and orders a funnel is shown for. You set them on the Setup Trigger step of a post-purchase funnel, or under This funnel will trigger for on a pre-purchase upsell. Both work the same way.
How conditions combine
All conditions must be met. If a funnel has three conditions, the cart or order has to match all three. There's no "any of" option. To show an offer for either of two situations, create two funnels.
A new funnel starts with one All Products condition. Click Add Another Condition to add more, and Remove to delete one. A funnel always keeps at least one condition.
Which conditions you can combine
- Order Value and Quantity can be added more than once, to set a range.
- Every other condition can be used only once per funnel.
- All Products, Products and Collection can't be combined with each other. To target specific products, change the existing All Products row to Products. Don't add a new row for it.
The conditions
| Condition | The funnel shows when… |
|---|---|
| All Products | Always. Use it when other conditions do the targeting, or to show the funnel for every order. |
| Products | The cart contains at least one of the product variants you selected. |
| Order Value | The order value is greater than or equal to, or less than or equal to, an amount. |
| Quantity | The total number of items is greater than or equal to, or less than or equal to, a number. |
| Collection | At least one item in the cart belongs to one of the collections you selected. |
| Exclusion | No item in the cart is in the collections, or is one of the products, you excluded. |
| Subscription | The cart includes, or doesn't include, an item bought on a subscription. |
| Country | The buyer's country is one of the countries you selected. |
Products
Click Select product(s), then choose products and variants in the Shopify picker. Only the variants you tick count. If you select one size of a T-shirt, a cart with a different size of that T-shirt won't match.
Exclusion
Choose Exclude Collections or Exclude Products, then make your selection. If any item in the cart matches, the funnel is hidden, even if every other condition matches.
Each funnel can have one exclusion, so it can exclude collections or products but not both. An exclusion only hides its own funnel. A funnel lower in your list can still show for the same cart.
Subscription
Choose Includes or Excludes subscription products in cart/order.
- Includes matches when at least one item was bought on a subscription plan. A cart with one subscription item and one one-off item counts as including a subscription.
- Excludes matches when nothing in the cart was bought on a subscription.
What matters is what the buyer chose. A one-off purchase of a product that also offers a subscription counts as a one-off.
When you first pick Subscription, it's set to Excludes. Change it if you want Includes.
Country
Open Select markets... and tick the countries you want. The list shows the countries in your store's active markets, each with its market name. The funnel shows only when the buyer's country is one you ticked.
- Your selection doesn't follow later market changes. If you add a country to a market afterwards, it isn't added to the condition. Edit the funnel and tick it.
- In checkout and on the Thank You page, the country is the one the checkout is shown for. On the post-purchase page, it's the shipping country.
- If the buyer's country isn't known, the condition doesn't match.
Order Value and Quantity
Choose Greater than or equal to or Less than or equal to, then enter an amount. Add a second condition of the same type to set a range. Order value is measured after discounts, but it isn't the same number on every page. See Targeting an order value or quantity range.
Messages you may see when saving
| Message | What to do |
|---|---|
| Please select at least one product for product triggers | Pick products in the Products condition, or remove it. |
| Please select at least one collection for collection triggers | Pick a collection, or remove the condition. |
| Please select at least one product or collection for exclusion triggers | Make a selection in Exclusion, or remove it. |
| Select at least one market for the country condition | Pick a market, or remove the condition. |
After clicking Add Another Condition, check the new row and choose its condition from the dropdown. On a funnel that already has several conditions, the new row can open with a field that says Enter tag and press Enter. That condition isn't supported, and a funnel saved with it may never show. If you see that field, pick a condition from the dropdown again.