This reference guide will share the different rules available for Contacts and Orders.

Use the links to jump to a section in the article:

Contact details rules

Rules

Field Type

Usage

Contact name

Text

For targeting a specific contact or segmenting all contacts based on the name value.

Contact email

Text

For targeting a specific contact, or A/B testing with an arbitrary "contains" value.

Contact accepts marketing

True/False/Unknown

Used to segment those contacts that have opted in/out or not at all.

Test contact

True/False/Unknown

Whether or not a contact is marked "test" - email addresses ending in your domain are automatically marked "test". See: What is a test contact?

Contact phone

Text

For targeting based on phone number. Useful to segment based on area code.

Contact entered campaigns

Multi-select

Segments based on if a contact ever entered an automation prior to the current entry. Useful to prevent campaign re-entry.

Contact exited campaigns

Multi-select

Segments based on if a contact ever exited an automation prior to the current entry.

Contact within campaigns

Multi-select

Segments based on if a contact is currently within an automation. Helpful when archiving contacts, or saving a customer segment.

Contact order count

Number

Order count synced directly from your eCommerce platform for that user. Useful for repeat purchaser automations, or targeting contacts with no orders.

Total spent by contact

Number

Combined total of all orders from one customer. Useful to reward VIPs.

Registered contact

True/False/Unknown

Whether or not the contact has registered an account on your site.

Contact last ordered date

Date

Uses the most recent of either the order "placed at" or "completed at" date.

Contact tags

Multi-select

Manually applied, imported, or synced from Shopify. Helpful for defining custom groupings or associating custom data with a contact.

Contact purchased products

Multi-select

Whether a contact ever purchased listed products prior to the current automation entry.

Contact purchased from collections

Multi-select

Whether a contact ever purchased from the listed product collection or category prior to the current automation entry.

Contact applied discounts

Multi-select

Whether a contact ever used the listed discount code (applies to unique discount codes and codes generated in WooCommerce if they have been used at least 1 time).

Contact signup source

Multi-select

Whether a contact email was captured from signup form. checkout opt-in or early email capture.

Contact active subscriptions*

Multi-select

Whether a contact currently has an active subscription.
*requires the WooCommerce Subscriptions integration

Contact inactive subscriptions*

Multi-select

Whether a contact has an inactive subscription.
*requires the WooCommerce Subscriptions integration

Contact subscriptions*

Multi-select

Whether a contact ever had the subscription (includes all subscription statuses).
*requires the WooCommerce Subscriptions integration

Contact active memberships*

Multi-select

Whether a contact has an active membership (free trial, or active).
*requires the WooCommerce Memberships integration

Contact inactive memberships*

Multi-select

Whether a contact has an inactive membership (pending cancellation, cancelled, expired).
*requires the WooCommerce Memberships integration

Contact memberships*

Multi-select

Whether a contact ever had the membership.
*requires the WooCommerce Memberships integration

Contact lists

Multi-select

For targeting contacts who are part of a list.

Contact opt in date

Date

The date which the contact consented to receive marketing emails.

Order segmentation rules

Rules

Field Type

Usage

Order abandoned*

Date

Time the order is abandoned (inactive for 15 minutes).
*only available in Cart campaign types

Order cancelled*

Date

Time the order is marked as cancelled
*only available in Order campaign types

Order completed*

Date

Time the order is completed
*only available in Order campaign types

Billing country

Multi-select

Matches order billing details

Order currency

Multi-select

For shops with multiple currencies, allows you to segment by the currency the order was placed in.

Order financial status*

Multi-select

Whether or not the order has been paid for. See article: What is order financial status?

*only available in Order campaign types

Order fulfillment status*

Multi-select

Segments by fulfillment status (only for Shopify and WooCommerce shops). See article: What is order fulfillment status?

*only available in Order campaign types

Test order

True/False/Unknown

Whether or not an order was placed by a test customer. See What is a test contact?

Order last activity

Date

When the order was last updated in the shop platform. This could be either a customer action OR a store admin action.

Order placed*

Date

*only available in Order campaign types

Order products

Multi-select

Target products in the recent order.

Order product collections

Multi-select

Target product collections in the recent order.

Order requires shipping

True/False/Unknown

Is shipping required?

Shipping country

Multi-select

Matches order shipping details

Order status

Multi-select

Overall order status.

Order total

Number

Great for segmenting by order total greater than or less than a certain amount.

Order billing email

Text

Matches order billing details

Order billing city

Text

Matches order billing details

Order billing province / state

Text

Matches order billing details

Order billing postcode

Text

Matches order billing details

Order billing phone

Text

Matches order billing details

Customer language

Text

Customer language as determined by the browser or order locale.
See list of common language codes.

Order shipping city

Text

Matches order shipping details

Order shipping province / state

Text

Matches order shipping details

Order shipping postcode

Text

Matches order shipping details

Shipping methods

Multi-select

Segment by the order's shipping method

Payment method

Text

Must match exact
(please contact support for a list of your payment methods)

Applied discounts

Multi-select

Target orders that used a particular discount code (applies to unique discount codes and codes generated in WooCommerce if they have been used at least 1 time).

Channel name

Text

Must match exact
Not commonly used.
Please contact support for a list of any other channels that may be applicable.

Using WooCommerce Memberships or WooCommerce Subscriptions?

Check out our special segmentation rule guides to learn the additional rules available with these integrations:

Related articles:

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