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# What are rules & how to configure them for different offers?

This document shall help you understand the various rules that can be configured at Step 1 of the offer creation process. These rules determine whether an offer is eligible to trigger or not based on factors such as products in cart, customer details, location, and cart attributes like value, number of items etc. With the ability to use 'AND' and 'OR' conditions, you can combine multiple criteria to tailor offers for specific customer interactions. The screenshot below illustrates the full range of available conditions to help you configure the rules effectively.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/1/7/e/617e4ffe6e3c3800/image_1rhncxu.png)

Rules are divided into 5 types (depending upon the offer you're creating some of these might not be available)

[Product based](#3-product-based-rules)
[Discount code](#3-discount-code)
[Customer specific](#3-customer-specific-rules)
[Location based](#3-location-based-rules)
[Language based](#3-language-based-rules)
[Cart based](#3-cart-based-rules)

### Product based rules

These are rules that decide whether an offer should trigger or not based on the specific products in a customer's cart

**A. Specific Collection**

This rule allows you to target offers specifically for products in designated collections, such as 'Winter Collection' or 'Bestsellers'. Whenever a product from any of the chosen collections is added by a customer to their cart, this rule will trigger the offer to be eligible.


**B. Product Tags**

This rule allows you to target offers based on specific tags assigned to your products, such as 'eco-friendly', 'new arrival' or 'holiday'. These product tags are automatically fetched by Monk from your Shopify Products section as shown in the screenshot

![](https://storage.crisp.chat/users/helpdesk/website/617e4ffe6e3c3800/screenshot-2024-11-06-184244_wpp8wn.png)

**C. Product Vendors**

This rule allows you to target offers based on the vendor associated with specific products. This can be very useful if you want to tailor different offers for each of the vendors that you source your products from. Similar to product tags, vendors are automatically fetched by Monk from your Shopify Products section as shown in the screenshot. 

![](https://storage.crisp.chat/users/helpdesk/website/617e4ffe6e3c3800/screenshot-2025-01-14-182923_uahgmd.png)

**D. Specific Products**

This rule allows you to trigger offers only when certain specific products are added to the cart by a customer. If multiple products are selected in this rule, the offer will be eligible if any one of them is added to cart.

To trigger the offer for all customers and across all products and carts, use the following setup as shown in the screenshot:
Specific Product > Equals Anything. 

|| For Free Gift offers, we provide another rule of 'Match Any' and 'Match All' for Specific Products eligibility rule. Please refer this [doc](https://monkcommerce.crisp.help/en/article/what-is-the-difference-between-match-any-match-all-eligibility-rules-1kz6j7f/) to understand the difference between these two rules.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/1/7/e/617e4ffe6e3c3800/image_14oc5b1.png)

**E. Product Subscribed**

This rule allows you to trigger offers based on whether a customer has added a one-time purchase or subscription variant of a product to their cart. This rule is useful for creating promotions specifically for items that are or are not available as subscriptions.

|| Monk is compatible with all subscription apps.

### Discount code

**Specific discount code**

This rule allows you to trigger offers based on a specific discount code. You can distribute these codes via SMS/email as well as influencer/ad campaigns. The free gift can either be automatically added (Free Gift - Auto Add) or you can ask your buyers to choose from a specific set of products/variants (Free Gift - Selection) when they enter the discount code.

|| In order to set up the offer with specific discount code , please refer to this [article.](https://monkcommerce.crisp.help/en/article/how-to-set-up-a-free-gift-discount-code-offer-non-shopify-plus-c3n9kl/) Shopify plus stores can also set up Free Gift with discount code offer on Checkout, please refer to this [article](https://monkcommerce.crisp.help/en/article/how-to-set-up-a-free-gift-discount-code-offer-shopify-plus-13jgjat/).

### Customer specific rules

These are rules that decide whether an offer should trigger or not based on the specific customer that is purchasing on your website. For these rules to work, the customer needs to be logged in to your website. The app does not store or access any personal information of your customers and without logging in Monk has no information about the buyer. The app is built keeping in mind GDPR guidelines and Shopify's data privacy rules and is compliant with both.

**A. Customer Tag**

This rule allows you to target offers based on specific tags assigned to specific customers such as 'VIP' or 'loyalty-member'. Only customers that have this specific tag and are logged in to your website will be eligible for the specific offer. All tags are automatically fetched by Monk from your Shopify Customers section as shown in the screenshot. 

|| If you use more than 250 customer tags, the app might not be able to automatically fetch all of them - in this case please reach out to us via live chat or email (support@monkcommerce.com) and we can add in the tags manually from our end.

![](https://storage.crisp.chat/users/helpdesk/website/617e4ffe6e3c3800/screenshot-2024-11-06-184438_1hg87x.png)

**B. Past Order Count**

This rule allows you to target offers based on the number of orders a customer has placed on your store. 

### Location based rules

These are rules that decide whether an offer should trigger or not based on location of a particular customer. The app automatically fetches IP address to identify the country of each session.

**A. Specific Countries**

This rule allows you to target offers only for customers browsing from specific countries and help you tailor offers individually for each of the countries you sell in.

|| You can select upto 10 countries in one offer, to add more- duplicate your offer and change the countries in this rule keeping everything else the same.

### Language based rules

These are rules that decide whether an offer should trigger or not based on the locale of a particular customer. The app automatically fetches the locale of each session from your website URL

**A. Specific Locales**

This rule allows you to target offers based on a customer's locale, allowing you to target promotions to specific languages only.

|| You can select up to 10 locales in one offer, to add more- duplicate your offer and change the locales in this rule keeping everything else the same.

### Cart based rules

These are rules that decide whether an offer should trigger or not based the attributes of a customer's cart like cart value, number of items in cart etc

**A. Cart value range**

This rule allows you to target offers based on the value of a customer's cart by either configuring min/max thresholds or ranges of cart values within which a particular offer can trigger.

**B. Count of items in cart**

This rule allows you to target offers based on the number of items in a customer's cart. Similar to cart value range you can configure min/max thresholds or ranges of number of items within which a particular offer can trigger.

|| If you are setting up a Progress Bar offer the cart value and item count rules can be configured at Step 1 of the offer. Please refer to the below screenshot.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/1/7/e/617e4ffe6e3c3800/image_af401d.png)


**C. Individual product count in cart**

This rule allows you to target offers based on the quantity of a specific product in a customer's cart. Unlike the 'count of items in cart' rule that considers all items in cart, this rule only considers the quantity of a specific products

### Rule operators

When setting up rules for offers, various operators can be used to fine-tune the conditions. Different operators are available for different rules based on what you choose. Here is an overview of the operators and their functions:

* **greater** **than** - triggers the offer when the specified value (e.g., cart value, item count) exceeds a given number.
* **greater than or equal to** - triggers the offer when the specified value is equal to or greater than the given number.
* **lower than** - triggers the offer when the specified value is less than a given number.
* **equal to** - triggers the offer only when the specified value matches the exact given number.
* **contains any** - triggers the offer when the condition matches any of the specified items (e.g., product tags, countries, locales, collections).
* **is not** - triggers the offer only when the condition does not match the specified items (e.g., product tags, vendors, countries, products subscribed).
* **equals anything** - triggers the offer for all products, collections or customers without restriction.

### Combining rules

You can use **AND** and **OR** functions to combine two or more rules to create highly targeted offers.

* **AND-** when using the AND function, all selected conditions must be met for the offer to trigger. 
Example: As per the setup shown in the screenshot below, a customer will only be eligible for the offer if their cart has > USD 100 worth of products from the 'Hydrogen' collection.

![](https://storage.crisp.chat/users/helpdesk/website/617e4ffe6e3c3800/screenshot-2025-01-20-183720_obxthl.png)
    
* **OR-** when using the OR function, the offer will be displayed if any of the selected conditions are met. 
Example: As per the setup shown in the screenshot below, a customer will be eligible for the offer if their cart contains atleast 1 item either from the 'Hydrogen' collection OR 1 item with the product tag 'Premium'.

![](https://storage.crisp.chat/users/helpdesk/website/617e4ffe6e3c3800/screenshot-2025-01-20-184843_vevqqc.png)

|| If you make any changes to a product, product tag, customer tag etc in your Shopify settings the app will automatically fetch this information via a sync. This automated sync runs every 3-6 hours, however, if you do not see the updated information inside Monk, please click on the 'Sync Now' button at the top of the Manage offers page to run a manual sync. Depending on the size of your inventory, the sync process may take approximately 5-15 minutes.

![](https://storage.crisp.chat/users/helpdesk/website/617e4ffe6e3c3800/screenshot-2024-11-13-180619_1ormhwj.png)
If you have any other questions or queries please reach out to us via live chat or write to us at support@monkcommerce.com