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Cart rules

Updated over 5 months ago

Cart Rules allow you to display targeted campaigns based on the contents of a visitor's shopping cart. By showing the right message at the right time, you can recover abandoned carts, increase average order value, and improve conversion rates.

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What are Cart Rules and why should you use them?

Cart Rules ensure that only visitors with specific cart content see your campaigns. You can target customers based on cart value, number of items, or specific products in their cart.

Common use cases

πŸ†“ Provide discounts or free shipping to encourage your customers to finish the checkout process:

Cart_rules1.png

πŸƒβ€β™‚οΈ Increase the sense of urgency in buyers by using a countdown timer:

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πŸ‘” Use proactive product recommendations that match the style of the item added to the cart to upsell:

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Automatic Cart Detection

OptiMonk automatically detects cart contents for the following platforms once installed:

  • Shopify

  • WordPress

  • WooCommerce

  • Magento

  • Shoprenter

No additional setup is required for these platforms.

How can I use Cart rules if I have a different website than the above?

If you use a different e-commerce platform, you'll need to implement custom JavaScript code to enable Cart Rules. Refer to our JavaScript code for Cart Rules documentation for detailed implementation instructions.

How to add a new cart rule?

Step 1: Access Your Campaign

  1. Log in to your OptiMonk account at https://app.optimonk.com/

  2. Navigate to Campaigns in the left sidebar

  3. Select the campaign you want to edit

Step 2: Configure Targeting

  1. Click Edit settings on the right

  2. Select "Select who should see the popup"

  3. Click Add new rule
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  4. Scroll down and choose Cart rules
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Available Cart Rule Conditions

Cart value

Use this rule when you want to target your visitors based on the total value of the products added to the cart.
​Example: Display the campaign to visitors with a cart value above $20.

cart_value.png


Total number of products

Configure campaigns to appear based on the quantity of items in the cart.

Example: Show the campaign only to visitors with at least two products in their cart.
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Products in the Cart

If you want to define that the popup should appear when specific products are added to the cart, you can use the following conditions:
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1) For Shopify and ShopRenter stores:

You can either select products manually from your catalog or create a name rule described in the next point. If you'd like to select manually, choose that option from the dropdown and add the products from your catalog:

cart_rules.png
manual_selection.png

You can also combine "include" and "not include" logics to create a targeting rule.

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2) For WordPress, WooCommerce, Magento, or other stores:

You can add specific products by any property, such as product ID or name. In this case, you need to manually type in the property.

In case you choose a product name as the property, you can either type in the name of a specific product, for example, "Pedigree Biscrok - Bone-Shaped, Multi-Mix Biscuits Dog Treats", or create a display rule based on the product name, such as displaying products to visitors with products in the cart that include 'dog' in their name.

How to check what information is forwarded to OptiMonk about a specific product

When a visitor adds a product to the cart, a bunch of information is forwarded to OptiMonk automatically. This looks something like this:

Cart_rules16.png

Of course, this information is unique to each of your products.

If you want to check what information is forwarded to OptiMonk for a specific product, you can do so with the following steps using the Google Chrome browser. In this example, we will check the Product ID of a product to demonstrate the setup process:

  1. Go to your store as a visitor, and add the product to your cart.

  2. Once the product is added to the cart, you will see the information forwarded by pressing F12 on your keyboard (or fn + F12 on Mac).

  3. Select the Application tab in the new window, and select your own website under Session Storage.

Cart_rules17.png

4. Click on OptiMonkVisitorCart, then on the dropdown, arrow to see the available information.

Cart_rules18.png

5) You could use any of this information for the Cart rules. Let's use the product_id for this example.

Cart_rules19.png

6) As you can see above, the product_id is 4587144773676, so the rule would look like this:
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Cart_rules20.png

πŸ’‘ Please also pay attention to upper and lower case letters when defining these values.

πŸ’‘ Please note that this information is unique to each of your products.

πŸ’‘ If any of the values are empty, it is because you need to set them up on your website's admin page first before you can use them for the Cart rules.

Combining more cart rules

You’ll be able to combine multiple rules together. This gives you tons of flexibility. To add more cart rules to your popup, click on the "+ Add another rule" button.

For example, you can show your campaign to visitors who have dog products in their cart and a minimum cart value of $20.
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combine.png

The relationship between these conditions is ”AND” as indicated. These relationships can't be modified; they are a default setting in the system.

Need Help?

If you need any further help or have any questions, please let us know at support@optimonk.com, or start a live chat, and we would be happy to assist you.

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