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Rule Glossary: E-commerceUpdated 3 months ago

Shopify

Shopify Last Order

Created Date

This part of the Rule will only be looking at when an order was created - this condition can help you target Shopify customers who made their order more than 5 days ago (that have still not been fulfilled).


Financial Status

Financial status gives you the option of triggering the Rule by checking the current status of the order. 


Fulfillment Status

With this condition, you can select a specific fulfillment status of an order - you can have your Rule apply if the order has been fulfilled, partially fulfilled, or restocked.


Tags

We can’t automatically apply the same Tags as you have in Shopify, but we can have this process created via Rules. The Rule will look for Shopify Tags that you specify, and if the criteria are met, it'll be applied. 

This condition will look at any unfulfilled Shopify orders (there can be more than one).


Total Price

Total price checks the order price made by the customer within the same order. By selecting the options is greater or equal to, is greater than, is less or equal to, is less than, or is not, you'll have the option to trigger a Rule depending on the amount of money the customer has spent. 

The currency is always the one you've set up in Shopify and you won't have the option to add anything other than a number after you've selected one of the options - if your store has the default currency as USD, you can simply say IF total price of last order is greater than 20 and the Rule will apply if the customer has spent more than $20 in your store.

When an order is placed, it has an Unfulfilled fulfillment status by default, unless you've selected to automatically capture the payment and fulfill all of the order's line items in the checkout settings.


Last Fulfillment Created Date

With last fulfillment created date, you'll be able to target the customers’ tickets depending on when the created date of their last fulfilled order was.


Last Fulfilment Shipment Status

You'll be prompted to apply the Rule depending on the current status of the shipment.


Last Fulfilment Status

The last fulfillment status condition allows you to target tickets of customers depending on the status of their current order's fulfillment. 


Last Fulfilment Tracking Number

The last fulfillment tracking number can specify tickets of the customers whose last order either has or doesn’t have a tracking number. 

This is useful when you want to set an auto-reply to customers inquiring about their order shipping - send an email with the tracking number if there is one (using a Shopify variable), or send an email notifying the customer there's no tracking number available in cases where that applies.

You'll have the option of disabling shipment for specific locations in Shopify and later, in Gorgias, you'll have the option of setting up your Rules with the info of the shipment.


Shipping Address Country

You can trigger a Rule depending on the country in which an order was placed. 


Shipping Address Province

This Rule works exactly the same as shipping address country but instead of targeting the country, it's used to target the province the last order is being shipped to.


Shopify Customer

Created Date

This option will enable you to apply a Rule only if your customers' profiles have been created during a specific time. 


Order Count

You'll have information that tracks how many orders your customer has made so far in Shopify - this condition helps to trigger a Rule depending on that number. 

Order count can’t be 0 so, if you want to target tickets of Shopify customers who haven’t yet made an order, you should use is less than 1.


Tags

Shopify customer tags can be searched in Gorgias via Rules - the Rule will look for Shopify tags that you specify and, if the criteria are met, it'll trigger. You can use it to either transfer the same tags to Gorgias and/or trigger an action based on Shopify tags.


Total Spent

Total spent gives you the option to track all previously made orders and add the amount spent. This information is useful to, for example, create a Rule that would tag the tickets of customers who've spent more than a specified amount in your shop so far.



Magento

Magento2 Last Order

Date of Last Order

With date of last order you can target customers who have made their order in a certain time frame. 

For example, you can combine this condition with the state of the order to send auto-replies if there's been a delay in your shipping with if date of last order is more than 5 days ago and the state is not completed, closed, or canceled

The auto-reply will only be sent if the customer reaches out.


Grand Total

This condition checks the price of the order made by the customer within the same order. You can trigger the Rule depending on the amount of money the customer has spent. The currency is always the one you have set up in Magento and you won't have the option of adding anything else other than a number after you have selected one of the options. 

If your store has the default currency as USD, you can say IF total price of last order is greater than 20 and your Rule will apply if the customer spent more than $20 in your store.


Created Date

This option refers to the shipping date of the last order. It’s useful to send out auto-replies and tag tickets as delivery-issues if the customer reaches out to ask about their order and it's been shipped more than, for example, 7 days ago.


State

You can combine this condition with date of last order to send auto-replies if there's been a delay in your shipping - for example, if date of last order is more than 5 days ago and the state is not completed, closed, or canceled.

The auto-reply will only be sent if the customer reaches out.



Magento2 Customer

Created Date

This option will enable you to trigger a Rule only if your customers have been created during a specific time frame. 



Recharge

Last Subscription

These conditions will target the last made subscription, even if it isn't active.


Created Date

Whether the rule will trigger or not depends on your entries and when the customer has submitted their last subscription - even though it may not be an active one.


Date Of Next Scheduled Charge

Date of next scheduled charge will look at the date of the next scheduled charge using the same options as created date. It'll only look at the subscription that was created last and, if the subscription's been canceled, the Rule won't trigger.


Product Title

The option triggers on the last created subscription, even if it's canceled or deleted.


Recharge Customer

Customer Status

This Rule will give you the option of checking the current status of your customers - you'll be prompted with the option to choose whether your customers are currently active or inactive.

For this condition to work properly, you'd need to set your retry settings in Recharge to either Cancel, don't email or Cancel and send email. If set like this, when failed charges have reached the maximum number of retries (also set by you), the customer will be marked as inactive. 

If the retry settings are set to Default or Do nothing, the subscriptions will be canceled, but the customer will remain active.



Smile

Smile Customer point balance

This condition doesn’t have any options currently and can't be used, but our developers are working on it.


Smile Customer State

Customer state provides the option to trigger a Rule on the current status of the customer.


Smile Customer VIP tier

If you've enabled the VIP tier in your Smile account, you can use that option in Gorgias Rules as well - depending on whether the customer has VIP status, and depending on its tier, you can use this portion of the Rule to trigger a specific action. 

By default, Smile has Bronze, Silver, and Gold VIP Tiers, but if you decide to create your own tier, they'll also reflect in Gorgias. You'd need to manually specify the tier within the Rule, as it won't be listed in the form of a drop-down menu.

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