Introduction #

Eligibility Rules control WHO qualifies for a promotion.

While Target Selection determines which products receive a promotion, Eligibility Rules determine whether a customer is allowed to receive that promotion.

This separation is one of Ezhance’s core design principles:

• Target Selection = WHAT receives the promotion
• Eligibility Rules = WHO qualifies for the promotion

Eligibility Rules can be based on:

• Cart conditions
• Cart item conditions
• Customer information
• Purchase history
• Billing details
• Shipping details
• Shop conditions

If no Eligibility Rules are configured, the promotion applies to everyone.

Quick Example #

In this example, we will create a promotion that only applies to customers spending more than $100.

• Promotion Type: Cart Discount
• Discount: 10%
• Target: All Products
• Eligibility Rules: Cart Subtotal greater than $100
• Display: Offer Card

Result

Customers receive the discount only when their cart subtotal exceeds $100.

How Eligibility Rules Work #

Eligibility Rules are evaluated after Target Selection.

Step 1 #

Ezhance finds products that match the Target Selection.

Step 2 #

Ezhance evaluates all Eligibility Rules.

Step 3 #

If all required conditions pass, the promotion is applied.

Step 4 #

If any required condition fails, the promotion is not applied.

Eligibility Rule Builder #

The Eligibility Rule Builder allows you to create simple or advanced rule combinations.

Understanding AND Logic #

AND logic means every condition must be true.

Example:

Cart Subtotal is greater than $100
AND
Customer Role equals Wholesale Customer

Result

The promotion applies only when both conditions are satisfied.

Understanding OR Logic #

OR logic means any rule group can be true.

Example:

Cart Total greater than $500

OR

First Order equals Yes

Result

The promotion applies if either condition is satisfied.

Example Rule Structure #

Example configuration:

Group 1

Cart Total > $500
AND
Customer Role = Wholesale

OR

Group 2

Is First Order = Yes

Result

The promotion applies when either rule group passes.

Available Eligibility Rule Categories #

Ezhance organizes conditions into six major categories.

Cart Conditions #

Cart Conditions evaluate the overall shopping cart.

Available conditions include:

• Subtotal
• Order Total
• Item Quantity
• Line Item Count
• Total Weight
• Applied Coupons
• Has Coupon Applied
• Payment Method

Examples:

Subtotal greater than $100

Total Weight less than 20kg

Payment Method equals Cash on Delivery

Cart Item Conditions #

Cart Item Conditions evaluate products inside the cart.

Available conditions include:

• Products
• Categories
• Attributes
• Tags

Each condition supports quantity-based checks.

Examples:

Products IN LIST Hoodies
Quantity >= 3

Categories IN LIST Accessories
Quantity >= 2

Result

The promotion only applies when matching cart items meet the quantity requirements.

Customer Conditions #

Customer Conditions evaluate the current customer.

Available conditions include:

• Guest Customer
• User Role
• Customer Email
• Customer ID
• Account Created Date

Examples:

User Role = Wholesale

Guest Customer = Yes

Account Created Date more than 30 days ago

Purchase History Conditions #

Purchase History Conditions evaluate previous customer orders.

Available conditions include:

• Has Ordered Before
• Order Count
• Total Spend
• Last Order Date
• Purchased Products
• Purchased Categories

Examples:

Total Spend greater than $500

Order Count greater than 10

Has Ordered Before = Yes

These conditions are ideal for loyalty campaigns.

Billing Conditions #

Billing Conditions evaluate billing address information.

Available conditions include:

• Billing City
• Billing State
• Billing Country
• Billing Postcode

Examples:

Billing Country = United States

Billing State = California

Useful for region-specific promotions.

Shipping Conditions #

Shipping Conditions evaluate shipping address information.

Available conditions include:

• Shipping City
• Shipping State
• Shipping Country
• Shipping Postcode

Examples:

Shipping Country = Canada

Shipping Postcode starts with 900

Useful for delivery-area promotions.

Shop Conditions #

Shop Conditions evaluate store-wide settings and time-based events.

Available conditions include:

• Current Date
• Current Time

Examples:

Current Date is between
December 1 and December 31

Current Time is between
9:00 AM and 5:00 PM

Perfect for seasonal and flash-sale campaigns.

Date-Based Conditions #

Several conditions support advanced date operators.

Supported operators:

• Is Before
• Is After
• Is On
• Is Not On
• Is In Range
• Is Within Last
• Is Not Within Last
• Is More Than
• Is Less Than

Examples:

Last Order Date is within last 30 days

Account Created Date is more than 1 year ago

These operators provide powerful time-based targeting.

Common Use Cases #

Minimum Order Promotions #

Subtotal > $100

Reward larger orders.

First-Time Customer Offers #

Is First Order = Yes

Acquire new customers.

VIP Customer Discounts #

Total Spend > $1000

Reward loyal customers.

Wholesale Promotions #

User Role = Wholesale

Create role-based pricing campaigns.

Seasonal Sales #

Current Date between
November 25 and November 30

Run Black Friday promotions.

Regional Promotions #

Shipping Country = Australia

Target specific markets.

Eligibility Rules Evaluation Order #

Ezhance evaluates promotions using the following sequence:

1. Target Selection #

Determine which products receive the promotion.

2. Eligibility Rules #

Determine whether the customer qualifies.

3. Promotion Calculation #

Calculate the discount or reward.

4. Offer Display #

Display promotional messages.

5. Checkout Validation #

Verify conditions still pass before completing the order.

Best Practices #

Keep Rules Simple #

Use the minimum number of conditions necessary.

Group Related Conditions #

Combine related requirements using AND logic.

Use OR Groups Carefully #

Too many OR groups can make promotions difficult to manage.

Test Before Publishing #

Always test promotions using different customer and cart scenarios.

Separate Product and Customer Logic #

Use Target Selection for products and Eligibility Rules for qualification requirements.

This keeps promotions easier to understand and maintain.

Target Selection vs Eligibility Rules #

This separation is the foundation of Ezhance’s promotion engine.