Add Conditions (Smart Actions)

Conditions are used in smart actions (like smart automations, smart gifts and smart club deals) to determine:

  • Whether or not an action should be performed for a smart automation
  • Whether or not a smart gift or smart club deal can be used
  • Which items are included in an item group

Article Topics:

Smart Automation Conditions
Condition Types
Condition Parameters
Combining Conditions

Smart Automation Conditions

Once the trigger event occurs, the action is only performed when the conditions you specify are satisfied. For example, when a member spends more than $500, tag them "VIP" and send them a surprise gift.

You can specify general conditions and/or scenario conditions. General conditions apply to all scenarios. In other words, actions are only performed if both the corresponding scenario conditions and the general conditions are satisfied. Note: For automations that have only one scenario, you can specify conditions as either general conditions or scenario conditions. For more on scenarios, click here.

Condition Types

For smart automations, different types of conditions are available based on the trigger you select. Note: The condition types available for smart gifts/club deals are the same as those available for the Makes a purchase trigger in smart automations.

Note: For all triggers, you can create conditions based on the first three below.

  • Membership – includes member details like member tag and point balance
  • Date and Time – on which date and time the trigger event occurred
  • Days and Times – on which day of the week and times of day the trigger event occurred
  • Purchase – general purchase details like total sum and branch ID
  • Shopping Cart – details related to the specific items the member purchased
  • Asset – which asset or how the member received the asset (asset source)
  • Punch – how many punches will be in the card after it's punched, and whether or not it was the last punch
  • Points – how many points the member received/used
  • Form – which form was filled out
  • Catalog – which catalog item contained the “claim”/trigger button
  • Beacon Signal – identifiers for the beacon and what type of event occurred
  • Action Tags – which tags were added to the actions
  • External Payment – related to external payment transactions (like PayPal and Zooz)
  • Punch Card Overflow – which punch card and number of punches
  • Wallet Payment – related to payments made using credit, points, gift cards or Zooz
  • External Event – related to external events submitted

Condition Parameters

Once you select the condition type, create the condition using a field, operator and value. Depending on the type of field, there are different operators.

Operators for quantities or dates: =, ≠, <, ≤, >, ≥

Operators for string fields that have single values (like item codes or names):

  • = – equals the exact string value (ex: “Jane Smith” equals “Jane Smith”)
  • – doesn’t equals the exact string value (ex: “Jane Smith” doesn’t equal “Jane”)
  • Contains – string contains this value (ex: “12345” contains “45” and “Soy milk” contains “Soy”)
  • Doesn’t contain – string doesn’t contain this value, (ex: “Diapers” doesn’t contain “Wipes”)
  • Is one of – string is included in the list (ex: “1223” is one of “1234, 1223, 5555”)
  • Is not one of – string isn’t included in the list (ex: “555” isn’t one of “666, 777”)

Operators for array fields that can have multiple values (like tags):

  • Contains any – array contains at least one of the list's values (ex: “VIP, student” contains any “VIP, employee”)
  • Doesn’t contain any – array doesn’t contain even one of the list's values (ex: “VIP, student” doesn’t contain any “employee, Gold”)
  • Contains all – array contains all of the values in the list (ex: “VIP, student, employee” contains all “VIP, employee”)

Note: You can add multiple values by copying and pasting a column from a spreadsheet. The values will automatically become a comma-separated list.

For conditions based on Shopping Cart, select from the following fields:

  • Total Quantity – how many items the member purchased from the item group
  • Total Price – total amount the member spent on items from the item group

Combining Conditions

Conditions can be combined using the following operators:

  • ANDall conditions must be satisfied
  • ORany (i.e. at least one) condition must be satisfied

Example 1: Offer a special gift to VIP members who spend more than $50

Example 2:
Offer a special gift to members who either spend more than $100 or buy more than 20 items


Was this article helpful?
0 out of 0 found this helpful