Filters usage guide#
Filters let you run ShopMagic actions only when specified conditions are met. Use them to target particular customers, orders, or other records supplied by the selected event.
An event determines when ShopMagic checks an automation. Filters determine whether its actions should proceed. Filters do not trigger an automation on their own or automatically search through past orders.
Examples of using filters#
- Send a coupon to customers who have spent more than 300. Use Customer - Total Spent from Advanced Filters. Enter a numeric value without a currency symbol; the store's default currency applies. Generating a personalized coupon also requires Customer Coupons.
- Send a promotional email for orders paid during a selected year. Use Order Manual Trigger from Manual Actions and combine Order - Date Paid conditions from Advanced Filters to define the date range. This processes matching orders, so a customer with several matching orders may receive several messages.
- Send a welcome SMS for a customer's first order. Use an appropriate order event with Order - Is Customer's First set to Yes. This requires Advanced Filters and the Twilio add-on for sending the SMS.
- Send payment-specific instructions. Use Order - Payment Method from Advanced Filters to restrict an order-based automation to the selected payment method.
- Send delivery-specific instructions. Use Order - Shipping Method from Advanced Filters to target orders using the selected shipping method.
Some scenarios need only an event. For example, posting to Slack when an order is cancelled can use the Order Cancelled event and the Post to Slack action. A filter is needed only if you want to narrow the matching orders further.
How to add filters#
- Go to ShopMagic → Automations and create or edit an automation.
- Select the Event. Available filters depend on the data that event provides and your active add-ons.
- Click Add filters.
- Select a filter, choose its comparison condition, and enter or select the required value.
- Configure the actions, save your changes, and publish the automation when it is ready.
ShopMagic includes basic filters. Additional conditions, such as customer spending, order dates, and payment or shipping methods, require ShopMagic Advanced Filters. Other integrations can provide their own filters.
Combining conditions#
Click And to add another condition to the same group. Every condition in that group must pass.
Click New filters group to add an alternative group. At least one complete group must pass. If a condition must apply to every matching record, include it in every alternative group.
Checking your configuration#
Test the automation with records that should pass and records that should fail. For Manual Actions, use Preview and run actions to inspect matching records before starting the actions.
Send test checks an individual email action and does not evaluate automation filters.
Without filters, the automation has no additional filtering restrictions. Its event and other execution conditions still apply.