Trigger Conditions

    Define the rules that determine which customers receive the automation.

    Available conditions

    ConditionDescriptionExample
    Days since last orderNumber of days since the customer's most recent orderGreater than 60
    Total ordersLifetime order countGreater than or equal to 10
    Loyalty pointsCurrent point balanceGreater than 80
    Total spentLifetime spend in dollarsGreater than 500
    TagsManual tags assigned to the customerHas tag "VIP"

    Combining conditions

    All conditions use AND logic by default — a customer must match every condition to trigger the automation. For example, "Days since last order > 60 AND Total orders > 5" will only match customers who are both lapsed and repeat buyers.

    Tips

    • Start with one condition and add more to narrow the audience.
    • Use the customer CRM to preview which customers currently match your conditions before activating.
    • Conditions are evaluated every 15 minutes by the automation engine.