Rules Quick Tips

Now that you’ve been introduced to the powerful capabilities of rules, it can be tempting to use them in every workflow in many exciting combinations. Please be careful about the different rules you set up, as certain rules can trigger hundreds of emails to be sent from a single workflow. Alternatively, if a workflow hinges on a certain rule with too narrow a spectrum, you may find yourself wondering why that particular workflow never runs. Here are some Do’s and Don’ts to watch out for.

DO’s

Do include rules which help your workflows target high spenders. You can include a shipping country if you offer free shipping to that country for a limited time.

Do use a combination of rules to target customers purchasing from a certain category and then offer them cross-sells.

Do target high spenders who still have active subscriptions to single them out for rewards. Specify that “this workflow’s run count for user” shall be “less than 1” so that the workflow only runs once for each subscriber.

DONT’s

Don’t set a workflow run count to 1. This means the workflow will check if it has run in the past before allowing it to run for the first time. To be safe, pair this rule with a comparison statement such as “is less than” and “1”. This way, the workflow will stop once it has reach a run count of 1 for each user.

Don’t create a workflow which triggers for a product from a certain category but then include a rule which blocks orders with that category. This workflow will never run.

Don’t spam your customers by creating a workflow which fires for almost every single one of them. Repeatedly.

Don’t use impossible logic. You can’t have an order which has both 1 and not 1 item in it!

Don’t set a trigger which fires for a completed order and then include a rule restricting it to users who have never placed an order. A completed order will immediately register as a user order count of 1.

Don’t create a rule where the order item count is zero. An order will always have an item in it. And this workflow will never see the light of day.