Create Item Groups (Smart Actions)

Item groups are sets of specific items used in different ways for smart actions—including smart automations, smart gifts and smart club deals. For example, item groups can be all dairy products, a certain brand of products, or any list of items you choose to specify. Once created, item groups are automatically saved to use (including edit) later.

Article Topics:
How Item Groups Are Used
Create Item Groups
Item Group Examples

How Item Groups Are Used

Item groups are used for configuring smart actions in different places.

  • Shopping Cart Conditions

    For all smart actions, you can create conditions based on a member's shopping cart (the items that they purchase). By default, these conditions apply to all items in the purchase. However, you can choose to apply the condition to only a certain group of items. For example, you can create a condition that the member must spend over $100 on dairy products or purchase at least 2 Coke products. Item groups are used to apply conditions to specific items.



  • Discounts for Smart Gifts/Club Deals

    For smart gifts or smart club deals, you can choose to define the discounts for specific items. For example, you can send members a gift voucher for "buy 3 shirts and get 1 free" or to get 50% off patio furniture. Item groups are used to specify which items are included in the discount.



  • Action Occurrences

    When a smart automation is triggered and conditions are satisfied, each action is performed only once by default (even if the condition is satisfied more than once). However, you can configure certain actions to occur more than once. For example, you can send a gift for every $100 the member spends or punch their card for every sandwich they buy. If the number of times the action should occur depends on specific items that the member buys, these items are specified using item groups.

 

 

Create Item Groups

Item groups are created by defining conditions based on item or department. For example, to create a group of dairy products: “Item Code is one of (1111, 3333, 7777)” or “Department Code equals 44”.

To create an item group:

  1. Click Create New.



  2. Add a name for the item group.

    Note: By default, item groups are named according to the date and time they were created. We recommend naming the item group, such as according to the type of items or the campaign. The name appears in the list of item groups, and you can use this item group again in other places.



  3. Add conditions based on item code/name or department code/name. 

    Operator Description Example
    = equals the exact string value 1234 equals 1234
    doesn’t equals the exact string value 1234 doesn't equal 1234, 5678
    Contains string contains this value 12345 contains 45 and Soy Milk contains Soy
    Doesn't Contain string doesn’t contain this value Soy milk doesn't contain Pasta
    Is one of string is included in the list 1223 is one of 1234, 1223, 5555
    Is not one of string isn't included in the list 555 isn't one of 666, 777



    Important Tips:
    • You can exclude certain items from the condition by using the “is not one of” operator.
    • You can add multiple values (for "is one of" and "is not one of" operators) by copying and pasting a column from a spreadsheet. The values will automatically become a comma-separated list.
    • If you add more than one condition to define an item group, be aware of the AND and OR operators. AND should only be used if you want the group to contain items that satisfy all the conditions. If you want the group to contain items that satisfy any of the conditions, select the OR operator (which is the default).

  4. Click Save.

 

Item Group Examples

Here are some examples of how item groups are created using multiple conditions and the AND/OR operators.

AND EXAMPLE 1: Items from a specific department but only of a certain brand (such as Fisher Price toys)



AND EXAMPLE 2: All items in specific departments EXCEPT for certain items (such as all appliances except ovens)



OR EXAMPLE 1: Items from two different types of products (such as Coke products and Heinekin beer)

Note: In this example, the item codes could have all been added to one condition (since both conditions use the same field and operator) but using two conditions allows us to view/organize the item codes according to the product type.



OR EXAMPLE 2: All items from a specific department plus some items from another department (such as electronics and shampoo)

Note: This example uses two conditions where each condition is created using different field types.

 

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