Use The Cart/Order Field Comparison Filter Node In Workflows

The Cart/Order Field Comparison filter node filters a workflow by sending contacts down different paths based on the value of the specified cart or order fields.

About this task

You can use the Cart/Order Field Comparison filter node to send contacts an email or to move contacts onto a specific list based on the order or cart information you have for the contact. For example, you could send a contact an email that offers free shipping when the Shipping Amount in an abandoned cart is less than five dollars. Or you could send an email to contacts that offers a discount when the Total for their last order was greater than 100 dollars.

Cart/Order Field Comparison Filter Node

This node can be used in workflows that are triggered by the Cart Is Abandoned, Order Is Added, or Order Is Shipped trigger nodes.

To use the Cart Phase filter node:

Procedure

  1. Create a new workflow or edit an existing workflow.
    To create a new workflow, go to Automation > Workflows and click Create New Workflow.
    Note: If you created a new workflow, make sure you name it by clicking the pencil icon above the Node Palette.
  2. Drag the relevant trigger node to the workflow canvas.

    The Cart/Order Field Comparison filter node can only be added to workflows that are triggered by the Cart Is Abandoned, Order Is Added, or Order Is Shipped trigger nodes.

  3. Drag the Cart/Order Field Comparison filter node on to the workflow canvas.
  4. Click on created date in the node text and select a field to use.
    • Created Date: Date and time the order was recorded.
    • Customer Order ID: ID of customer who owns the cart. This is a numerical identifier, not a contact's email address.
    • Updated Date: Date the order was last updated.
    • Shipping Date: Date the order will or has shipped.
    • Shipping Details: Shipment tracking details such as the tracking number, carrier, etc.
    • Shipping Amount: The total cost for shipping.
    • Shipping URL: Shipment tracking URL.
    • Sales Tax: The tax amount passed in for the order.
    • Discount: The discount amount passed in for the order.
    • Subtotal: Amount for the order before tax and shipping.
    • Total: Total cost for the order including tax, shipping, and discounts.
    • Currency: Currency type; for example, USD (United States Dollar).
    1. Click Done.
  5. Click on equals or is equal to in the node text and select how you want to compare the field value you will specify in the next step.

    For example, you can target a week by selecting Is In A Time Frame from this list and the date value This Week (M-F) in the next step. The operators you can choose change depending on the type of data stored in the field you selected. For example, if you choose a field that stores dates, then the field comparison menu will contain operators that are relevant for comparing dates. Some values you select from this menu may not require you to also complete the next step.

    1. Click Done.
  6. Click on either to a value or a new date in the node text and add the relevant text or select the relevant item you want to use as your comparison value.

    For example, if you selected Shipping Date and Equals in the previous steps, you would select the date you want to target from the calendar. Some of the operator you can select in the previous step do not require you to complete this step. For example, if you selected Discount and Is empty then you will not have a third value to set.

    1. Click Done.
  7. Connect the Cart/Order Field Comparison filter node to the relevant nodes in your workflow.
  8. Continue to add and connect other filter and action nodes until your workflow is complete.
  9. Click
    • Save Changes to save the current version of the workflow and continue editing.
    • Save & Close to save and close the workflow.
    Saving Workflows