Connecting filters#
Filters define which records qualify for an automation when its event occurs. You can combine them using AND within a group and OR between groups.
Combine conditions within a group — AND#
- Select the automation's Event.
- Click Add filters and configure the first condition.
- Click And beside a filter to add another condition to the same group.
- Repeat as needed.
All conditions within the same group must pass. For example, a group containing “order total is greater than 100” and “order contains Product A” matches only orders that meet both conditions.
The screenshot shows an earlier interface. In ShopMagic 4.9.3, the button for adding a condition within a group is labeled And.
Add alternative groups — OR#
Click New filters group to add an alternative set of conditions. At least one complete group must pass for the automation to proceed. Conditions from different groups cannot be combined to form a match.
For example:
- Group 1: order total is greater than 100 AND the order contains Product A.
- OR Group 2: order total is greater than 200 AND the order contains Product B.
An order qualifies if it meets every condition in Group 1 or every condition in Group 2. Matching both groups does not cause the automation to run twice for the same event.
Apply shared conditions to every group#
If a condition must always apply, include it in every alternative group. A condition added only to Group 1 does not restrict orders that qualify through Group 2.
Save and check your filters#
Available filters depend on the selected event and active add-ons. Some conditions, including order total filters, require ShopMagic Advanced Filters.
Save your changes and verify the automation with a controlled event. Send test checks an individual email action; it does not evaluate the automation's filters.
If you configure no filters, filters do not restrict the automation. Its event and other execution conditions still apply.