When creating a workflow, you may wish to develop it further using a rule. Implementing a rule or two gives you the ability to tailor a workflow to your store and marketing strategies. Each rule comes with comparison statements such as is, matches any, is less than and is greater than which you can pair with the value of each rule. This gives you unique tools to create powerful logic that would usually require the skills of a developer to create.
You may have already discovered that the trigger you select dictates which actions you can pair with it. This is also true in the case of rules, as the trigger you choose will cause certain rules to become available. Since there are a wide range of rules to choose from, we’ve provided descriptions for each one to make life easier.
You can easily add multiple rules by clicking the and button at the end of each rule. This modifies the workflow so that after a trigger fires, all rules must be satisfied for the workflow to run. This tailors your workflow to more specific circumstances, for example when a customer buys from the watches category and has more than two items in their order.
Alternatively, you can modify a workflow so that it runs if only one of your rules is satisfied. This is done simply by adding a new rule group. In this example, the workflow will run if a customer buys an item from the watches category or has more than two items in their order.
If you set any kind of delay to a workflow, the rules on that workflow will be validated twice. Firstly when the workflow is initially triggered and then again just before the workflow is scheduled to run. If the rules are not validated at this point the queued item will be deleted instead of running.
Now that you’ve been introduced to the powerful capabilities of rules, it can be tempting to use them in every workflow in many exciting combinations. Please be careful about the different rules you set up, as certain rules can trigger hundreds of emails to be sent from a single workflow. Alternatively, if a workflow hinges on a certain rule with too narrow a spectrum, you may find yourself wondering why that particular workflow never runs. Here are some Do’s and Don’ts to watch out for.