Now that you have created your first funnel, add criteria that will catch the widest number of orders placed through your store.


Your first funnel will act as your most general or "base funnel" and should apply to almost all the orders placed through your store.


Select at least one criteria for when your post-purchase offers will display.



When configuring funnel criteria, users can create unlimited additional rules, including:

  • Cart contents

  • Order Value 

  • Cart item count

  • Shipping Location (for users on the Scale and Enterprise Plans)

  • Customer Tags (for users on the Scale and Enterprise Plans)

    • Note: Tags sync every 10 minutes, so there may be a delay of up to 10 minutes after a tag has been created before it's available for a funnel.

    • Note: Only the most recent 250 tags will be available to use.

    • Note: If your store allows customers to check out with only a phone number, you may end up with duplicate records for a single customer—one with just an email address and one with just a phone number. Be sure both are tagged for your funnels to fire appropriately!


Choose to trigger the post-purchase funnel when ANY of the following criteria you set are met or when ALL criteria are met

  • When the customer cart contains any/all or does not contain any/all selected products or variants, products in collections, or products with specific tags

    • NOTE: If you are having trouble finding what you're looking for, search by full product, collection or tag name

  • When the order value is above, below or equal to a dollar amount (note, this is the entire order value including discounts, shipping, taxes, etc.)

  • When the cart contains above, below or equal to a number of items

 

If you want your offers to display only when ALL criteria are met, you'll need to set it to ALL in the settings. If you want your offers to display when ANY of the chosen criteria are met, set it to ANY.



This also goes for individual criteria.



In the screenshot above, you’ll see we’ve selected ANY. When this is the selected criteria, your offers will display when ANY of the products are added to the cart. That option can also be set to ALL, requiring ALL of the products to be purchased for the funnel to trigger.

 

Now you're ready to set your funnel's priority!