List of all ShopMagic Filters#
Filters define the conditions an automation must meet before its actions run. Depending on the filter, you can compare text, dates, numerical values, statuses, products, or other data.
The list below groups filters by the data they check and identifies the plugin that provides them. Available filters depend on the selected event and active integrations.
Filters do not trigger automations themselves. They restrict an automation when its event occurs.
Orders#
Included in ShopMagic Core#
Requires WooCommerce and the relevant order or order-note data.
- Order - Items
- Order Note - Content
- Order Note - Type
Order - Customer Note, listed below, checks the customer's note stored on the order. Order Note - Content checks a note supplied by an order-note event. These are different sources of data.
Requires ShopMagic Advanced Filters#
- Order - Custom Field
- Order - Customer Note
- Order - Date Completed
- Order - Date Created
- Order - Date Paid
- Order - Is Customer's First
- Order - Item Categories
- Order - Item Count
- Order - Item Tags
- Order - Item Custom Field
- Order - Payment Method
- Order - Shipping Method
- Order - Status
- Order - Total
Requires ShopMagic Customer Coupons#
- Order - Coupon Used
Requires ShopMagic Manual Actions#
- Order - ID
Customers#
Included in ShopMagic Core#
- Customer - ID
- Customer - Subscribed to List
- Customer - Not Subscribed to List
The list filters refer to ShopMagic's own marketing lists, rather than lists managed directly in external services.
Requires ShopMagic Advanced Filters#
- Customer - Bought Item
- Customer - Custom Field
- Customer - Email
- Customer - Is Guest
- Customer - Last Paid Date
- Customer - Orders Count
- Customer - Purchased From Category
- Customer - Role
- Customer - Total Spent
Customer - Last Paid Date checks the customer's latest paid order date. To check the payment date of the order supplied by the event, use Order - Date Paid.
Requires ShopMagic for WooCommerce Memberships#
Also requires WooCommerce Memberships.
- Customer - Active Memberships Count
- Customer - Membership Profile Field
Requires ShopMagic for WooCommerce Subscriptions#
Also requires WooCommerce Subscriptions.
- Customer - Has Active Subscription
- Customer - Subscriptions Count
Automation#
Requires ShopMagic Advanced Filters.
- Automation - Run Count — checks the current automation's recorded run count.
- Automation - Run Count Per Customer — checks the current automation's recorded run count for the customer.
- Automation - Total Run Count Per Customer — checks the customer's recorded run count across automations.
- Automation - Last Run Date For Customer — checks the latest recorded outcome date for the current automation and customer.
These filters use Outcomes history. Run-count comparisons include an additional count for the current attempt. Multiple action outcomes, failed attempts, and deleted history can affect the values, so do not interpret them as a count of successfully delivered emails.
If no previous outcome exists, Automation - Last Run Date For Customer uses the current date and time for its comparison.
Posts#
Included in ShopMagic Core. Requires post data from the selected event.
- Post - Status
Products#
Included in ShopMagic Core's WooCommerce integration. Requires product data from the selected event.
- Product - Status
Reviews#
Requires ShopMagic Review Requests and review data from the event.
- Review - Product
- Review - Rating
Carts#
Requires ShopMagic Abandoned Carts and cart data from the event.
- Cart - Date Created
- Cart - Item Categories
- Cart - Item Count
- Cart - Items
- Cart - Total
Memberships#
Requires WooCommerce Memberships and ShopMagic for WooCommerce Memberships.
- Membership - Custom Field
- Membership - Date Expires
- Membership - Date Started
- Membership - Plan
- Membership - Status
Subscriptions#
Requires WooCommerce Subscriptions and ShopMagic for WooCommerce Subscriptions. The filter names use Subscription in the singular.
- Subscription - Billing Period
- Subscription - Custom Field
- Subscription - Date Completed
- Subscription - Date Created
- Subscription - Date Paid
- Subscription - ID
- Subscription - Item Categories
- Subscription - Item Count
- Subscription - Items
- Subscription - Last Paid Renewal Date
- Subscription - Parent Order Status
- Subscription - Payment Gateway
- Subscription - Requires Manual Renewal
- Subscription - Shipping Method
- Subscription - Status
- Subscription - Total
Bookings#
Requires WooCommerce Bookings and ShopMagic for WooCommerce Bookings.
- Booking - Resources
Using filters#
Select the event before configuring filters. An order filter needs order data, a subscription filter needs subscription data, and so on. Activating an add-on does not make its filters applicable to every event.
Use the comparison options provided by each filter. Custom-field filters also require a metadata key. Enter numerical amounts without a currency symbol where instructed.
Click And to add another condition within a group. Every condition in that group must pass. Click New filters group to create an alternative group; at least one complete group must pass.
Save your changes and verify the automation with a controlled event. Send test checks an email action and does not evaluate the filters.