Conditions define when rules are triggered based on specific criteria related to orders or customer information.
Below are the condition types supported by the system:
1. Item SKU
Triggers the rule based on matching specific item SKUs within the order.
Parameters:
Filter value: Specify the SKU you wish to match.
Case Sensitive (Aa): When enabled, the filter matches the exact capitalization.
Whole Word Match ([ab]): When enabled, matches only if the exact SKU is found, rather than partial matches.
Regular Expression (.*): When enabled, the filter value is treated as a regular expression allowing advanced matching. You might need an IT specialist to help you with that.
2. Trust Value
Triggers rules based on the numeric trust score percentage calculated for a customer.
Parameters:
Sign: Comparison operator used to evaluate the trust score:
<: less than
=: equal to
>: greater than
Number: Specify the numeric value (0–100) against which the customer’s trust score will be compared.
3. Trust Rating
Triggers the rule based on a descriptive category of the customer's trust score.
Available Ratings:
Unknown: No sufficient data available for rating.
Bad (0–25): Frequent negative interactions such as returns or refunds.
Mid (26–50): Moderate number of negative interactions.
Good (51–75): Generally reliable with occasional negative interactions.
Great (76–100): Consistently excellent customer behaviour.
4. Order Field
Allows triggering of rules based on specific order field values.
Parameters:
Field: Select the specific order-related field to evaluate (e.g., Shipping Vendor, Shipping Service, Billing Address, Identifier, any order or item property).
Value/Filter: Enter the value or text that the selected order field must match.
For boolean fields, use a simple toggle switch (True/False).
For numeric filed use numeric filtering
Sign: Comparison operator used to evaluate the value (<: less than, =: equal to, >: greater than)
Number: Specify the numeric value (0–100) against which the value will be compared.
For text fields, use advanced filtering options:
Case Sensitive (Aa): Match exact case.
Whole Word Match (ab): Match exact word(s) only.
Regular Expression (.*): Enable regex for advanced matching patterns.
Examples:
Triggering a rule if the SKU exactly matches "SKU-123" (case-sensitive).
Triggering actions for customers with trust values less than 50.
Executing specific actions when a customer's trust rating is marked as "Bad."
Flagging orders where the "Billing Address" contains specific phrases or matches patterns (via regex).
