Choose an audience
In an upsell strategy, keep All customers for broad coverage or choose Filter to a customer segment to add targeting rules. Select whether All filters match or Any filter matches.
Available filters depend on the placement and the customer, cart, or order data available at that point in the journey.
Discount-code targeting
Use discount-code filters when an offer should appear or be hidden based on a code entered on the order.
- Use an exact code when the complete discount code must match.
- Select Partial match and enter Codes containing text when a shared fragment should match several codes.
- Enable Hide this strategy when the order has any discount code when every order with a discount code should be excluded.
Partial matching is case-insensitive. Use a distinctive fragment so unrelated codes do not match.
Discount-code targeting detects codes attached to the order. An automatic Shopify discount that has no discount code cannot be detected by these code filters.
Prevent a discounted offer from being added at full price
Some Shopify discounts do not combine with product discounts. If a strategy discount cannot combine with a discount already in checkout, the offered product could otherwise be added without the saving advertised by the strategy.
Open Strategy Discount > Advanced discount settings and turn on Hide this strategy when the order has a conflicting discount code.
Mode | When the strategy is hidden |
|---|---|
Any discount code | Checkout has any conflicting discount. |
Codes containing text | A discount name or code contains the text entered. Matching is case-insensitive. |
Specific codes | Checkout has one of the complete codes entered. |
At checkout, this safeguard also detects codeless automatic Shopify discounts by discount name. Order Editing excludes the strategy's own generated codes from the conflict check.
Outside checkout, the normal audience filters still use discount codes attached to the order. A codeless automatic discount is not available to those order-attached filters.
Other targeting groups
Strategies can use supported customer, Shopify Segment, customer tag, cart-product, collection, value, location, market, order, and purchase-history filters. The editor hides filters unavailable for the selected placement.
Match a variant option in the cart or order
Supported product targeting rules can also match the option value on the customer's variant. This is useful when collection, tag, or product-type membership is too broad by itself.
- Add Products in collection, Products not in collection, Product tags, or Product type, depending on the audience you need.
- Choose the collection, tags, or product types.
- Under Variant option, enter the exact Shopify option name, such as
Size. - Enter one or more option values, such as
XL, L. - Review the rule summary and save the strategy.
For an inclusion rule, the item must satisfy the main rule and the variant option. Multiple option values are alternatives. For example, Size: XL, L matches an otherwise eligible item whose purchased variant is XL or L.
This targeting setting decides whether the customer's existing item matches the audience rule. It does not limit the variants offered by a Collection module. Configure Variants offered inside that module when the offer itself should contain only selected option values.
Order Total
Use Order Total when the offer should appear based on cart value. is greater than and is less than do not include the amount you enter.
- is greater than $100 matches $100.01 and above. A $100 cart does not match.
- is greater than or equal to $100 matches $100 and above. Use this for a free-shipping threshold so the cart that reaches the threshold still qualifies.
- is less than $100 matches $99.99 and below.
- is less than or equal to $100 matches $100 and below.
To show one offer under the threshold and a different offer at or above it, pair is less than $100 on the first strategy with is greater than or equal to $100 on the second.
Matching behaviour
Among eligible active strategies for a placement and market, more specific matching normally wins. A strategy locked to an app block by ID is excluded from normal matching.
Test targeting
- Keep the strategy in Draft while configuring filters.
- Preview a matching and non-matching customer or cart where supported.
- Test exact, partial, any-code, and no-code cases separately when using discount filters.
- At checkout, test the automatic-discount names and combination rules used by the store.
- Confirm automatic discounts without codes do not satisfy normal order-attached code targeting.
- Activate the strategy only after its placement, market, products, discount result, and audience are correct.
