Product Rules

What Are Product Rules?

• Product rules are storefront and shopping cart automation triggered by the addition of a specific product or specific product combinations to a shopping cart.

• Product Rules can prevent the purchase of ineligible product combinations and guide your registrants through a path to purchase by upselling and cross-selling your registrants.

  • Product Rule Examples:
    • Display complementary products only after a core product is selected.
    • Remove a specific product from the eCommerce experience when the product cannot be purchased alongside other products in the shopping cart.
    • Automatically add and remove products from the shopping cart when a specific product is added to the shopping cart.
    • Display special offers via a pop-up that displays immediately after a product or specific product combinations are added to a shopping cart.

How to Establish Product Rules

1. Click the Products link located in the left-hand rail of your Admin Dashboard.

   

2. Access an existing product record on your Products page.
   

   1. Click the ID number in the ID column (the second column from the left).
      OR -
      
   2. Click the Actions button located in the right-most column of the row containing the product record you would like to edit. Then, click the Edit option in the Actions drop-down menu.
      
3. On the following page, click the Product rules tab at the top of the product record.
4. Then, click the blue + add product rule button.

Part 1) Activate The Product Rule

Activate and select your product rule.

Rule Active Checkbox

• Activate or deactivate the automation of the product rule in real-time.
  • Checked Registrants will experience the automation established by the rule in their eCommerce experience when applicable.
    
  • Unchecked
    The rule will not have any effect on your eCommerce experience.
    

Rule Type Drop-Down Menu

• Select the rule to apply to the product.

  Click here to view a description of all product rules.

Part 2) Target Your Product Rule

Products to apply rule to Section

• Select the product(s) that are required to be in a shopping cart to trigger the automation.

  • The product(s) that will trigger the automation are seen in the Selected Column. Click a product name to add or subtract products from the Available or Selected columns.

    • The Desc and Body Textboxes seen below this section are for exclusive use with the Suggest This Product rules.

Part 3) Remove or Continue Your Rule Automation (optional)

• Remove rule button
  • Delete the Product Rule containing this button.
    • In addition to the Remove Rule button, you must click one of the blue Save buttons located in the lower left-hand corner of the product record for the discount to be deleted from your eCommerce experience.
    • Saving your product record after removing a discount rule will:
      • Delete the rule from the product record.
      • Prevent the rule from being applied in all future eCommerce experiences.

• Add product rule button
  • Add multiple discounts to a product. Create a selection of independent discounts for a product.
    • Clicking the + add product rule button displays an additional/independent set of product rule settings that are identical to the current product rule settings. Follow the steps in Part 1 and Part 2 above to create your next discount rule.

Part 4) Save Your Product Rule

• Click one of the blue Save buttons seen in the lower left-hand corner of your screen to save and apply your product rule settings.

Click here to continue to Product Rule Descriptions