Creating and managing cart item filters

Cart item filters allow you to use the items in your customers’ carts in different ways to create more selective rules. For example, creating product bundles, counting the cart items, selecting specific ones or sorting them by size, quantity, price or any other characteristics relevant to your business. 

A filter generates either:

• A new list.
• A boolean value.
• A number calculated from the expression of your choice.
• A reference to a cart item.

You can use this result in your conditions or effects to create more advanced rules.

There are different types of filters:

Filter category	Filter name	Description	Result
Filter & sort	Filter items by condition	It filters items by the value of a certain attribute, such as price or name.	List
	Sort items by attribute	It sorts items in descending or ascending order.	List
	Create a bundle	It groups several items sharing a common attribute but set to different values.	List
Select	Select the first No. of items	It selects the first items from a list. You can choose how many items are selected.	List
	Select one item	It selects one item at the position of your choice in a list.	Cart item
	Select by attribute value	It creates a list by selecting those items matching a certain attribute.	List
	Select the biggest number	It selects the biggest number out of a list of numbers.	Number
	Select the smallest number	It selects the smallest number out of a list of numbers.	Number
Calculate	Sum up cart items’ attributes	It defines a mathematical operation to be performed on each cart item and gets the sum of each result.	Number
	Counts the number of items in the list	It counts the number of items in a list.	Number
	Sum up these numbers	It sums up the numbers returned by a previous filter step.	Number
Check	Check for empty lists	It indicates whether a list is empty.	Boolean

 

Creating cart item filters

1. Open the Rule Builder for your Campaign.
2. Click Add Rules if there are no rules or cart item filters yet. 
3. Click Filter Cart Items at the top-right of the page.

   Note: If you have already created filters, click Add Filters in the Cart Item Filters section.

4. (Optional) If you have previously created a filter resolving in a list of cart items, use Start with this list of cart items to select a saved filter as the list you apply new filter steps to. 

   Note: This feature improves the performance of the Campaign rules evaluation and reduces the risk of making mistakes when creating new filters from cart item lists previously created.

5. Click Add Filter Step.
6. Select a type of filter and define the required values. 
7. (Optional) Click Add Filter Step to sort the items selected on the first step. You can add as many steps as you wish.

   Note: You must add filter steps in the order that you want to apply them. Only the filters that can be applied to the previous step are available to you.

8. In Save as, type a name for your filter. This is how it will appear in the Rule Builder.
9. Click Save Filter. 

You see the filter in the Cart Item Filters section, over the Rules one.

Using filter shortcuts

You can create filters that calculate the total number of items and the total price of all the items directly from any cart item filter resulting in a list of cart items.

Once you have created at least one cart item filter whose result is a list:

1. Open the Rule Builder for your campaign.
2. In the Cart Item Filters section, click Filter shortcuts to the right of the required filter.
3. Select an option from the drop-down:
   • Add item count filter
   • Add total price filter

You see the new filter at the bottom of the Cart Item Filters section. 

Product bundles

You can use product bundles to group several items sharing a common attribute but set to different values. 

Product bundles are typically used to up-sell or cross-sell, offering a discount for customers if they combine items or services of the same kind or buy an entire set of products. You can decide how many items of each type make up the bundle. For example, you can set a discount on a bundle containing 1 pizza and 2 drinks, or on a bundle containing 1 pair of pants, 1 hat and 1 jacket. 

You can also apply an additional filter step to your bundle to, for example, set a discount on only one of the items in it. 

Examples

Let’s create some campaigns with product bundles. 

Issuing a discount on a bundle

Let’s issue a 10% discount whenever a customer orders 1 pizza and 2 drinks. These are values stored in the Category attribute on every item. 

1. In the Rule Builder, create a Cart item filter > Bundle. 
2. Set Bundle by attribute as Category. You pick it from the palette.
3. For the bundle values, select 1 pizza and 2 drinks.
4. Save it as pizza_and_drinks.
5. In your Conditions, select Always Trigger Effects.
6. In your Effects, select Discount individual items.
7. Select pizza_and_drinks as the list of items the discount is applied to.
8. Set a value for your discount. In our case, 10% off.

Issuing a discount on a bundle of matching items

Let’s issue a 15% discount whenever a customer buys a matching pair of pants and a shirt from a given brand. Pants and shirt are values stored in the Category attribute on every item. 

The difference between this and the previous example is that we bundle according to the brand. We use an Attribute matcher to do this. 

1. In the Rule Builder, create a Cart item filter > Bundle. 
2. Set Bundle by attribute as Category. You pick it from the palette.
3. For the bundle values, select 1 pants and 1 shirt.
4. In Attribute Matchers, select the attribute brand. Remember that you can create your own attributes.
5. Click Add Filter Step and select Filter items by condition.
6. Choose Condition: brand and set it as equal to A-Brand. 
7. Save it as pants_and_shirt.
8. In your Conditions, select Always Trigger Effects.
9. In your Effects, select Discount individual items.
10. Select pants_and_shirt as the list of items the discount is applied to.
11. Set a value for your discount. In our case, 15% off.

Issuing a discount on a single item from a bundle

Let’s issue a 30% discount on the pizza whenever a customer orders 1 pizza and 2 drinks. These are values stored in the Category attribute on every item. 

1. In the Rule Builder, create a Cart item filter > Bundle. 
2. Set Bundle by attribute as Category. You pick it from the palette.
3. For the bundle values, select 1 pizza and 2 drinks.
4. Click Add Filter Step and select Filter items by condition.
5. Choose Condition: Item category and set it as equal to pizza. 
6. Save it as pizza_and_drinks.
7. In your Conditions, select Always Trigger Effects.
8. In your Effects, select Discount individual items.
9. Select pizza_and_drinks as the list of items the discount is applied to.
10. Set a value for your discount. In our case, 30% off.

Editing cart item filters

1. Open the Rule Builder for your Campaign.
2. In the Cart Item Filters section, click the filter you want to modify. 
3. Edit the required information. You can also add filter steps or remove them by clicking the trash bin symbol to the right of each step. 

   Note: You cannot rename a cart item filter if you are using it in a rule or in another filter. A lock symbol appears by the filter. 

4. Click Save Filter.

You see the filter in the Cart Item Filters section, over the Rule Builder.

Deleting cart item filters

You cannot delete a cart item filter if you are using it in a rule, as this would break the rule.

1. Open the Rule Builder for your Campaign.
2. In the Cart Item Filters section, click the trash bin symbol to the right of the filter you want to remove.

You see the filter disappear from the Cart Item Filters section.

Related pages 

• Learn more about how to use our product bundles in your campaigns. 
• Learn more about the Rule Builder.