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Eligibility Rules Overview

Control who qualifies for a promotion using cart, customer, purchase history, billing, shipping, and shop conditions.

Eligibility Rules answer the question: "Which customers or carts qualify for this promotion?" They work alongside Target Selection — targets define which products receive the offer; eligibility rules define who can receive it.

Without any eligibility rules, the promotion applies to every customer automatically. Add rules to restrict the promotion to specific scenarios.

How Rules Are Evaluated

  1. Ezhance identifies products matching the target selection
  2. All configured eligibility rules are evaluated against the current customer/cart/shop state
  3. If all rules pass, the promotion applies; if any rule fails, it does not

AND / OR Logic

Eligibility rules use a two-level logical structure:

  • Within a rule group (AND logic): Every rule in a group must pass
  • Between rule groups (OR logic): Only one group needs to pass

Example: Group 1 = [Cart Subtotal ≥ $100 AND Customer Role = VIP] OR Group 2 = [Cart Subtotal ≥ $200]. A VIP customer spending $100+ OR any customer spending $200+ qualifies.

Available Rule Categories

Cart Conditions (Free & Pro)

Evaluate the state of the customer's cart: subtotal, item count, weight, applied coupons, and payment method.

→ Cart Conditions

Cart Item Conditions (Pro)

Evaluate specific products, categories, tags, or attributes within the cart and their quantities.

→ Cart Item Conditions

Customer Conditions (Pro)

Evaluate customer account information: guest status, role, email, customer ID, and account creation date.

→ Customer Conditions

Purchase History Conditions (Pro)

Evaluate the customer's order history: order count, total spend, last order date, previously purchased products and categories.

→ Purchase History Conditions

Billing Conditions (Pro)

Evaluate the customer's billing address: city, state, country, and postcode.

→ Billing Conditions

Shipping Conditions (Pro)

Evaluate the customer's shipping/delivery address: city, state, country, and postcode.

→ Shipping Conditions

Shop Conditions (Pro)

Evaluate the current date and time: specific dates, date ranges, day of week, and time of day.

→ Shop Conditions

Common Applications

  • Minimum order threshold — Cart Subtotal ≥ $100
  • First-time customer offer — Has Ordered Before = No
  • VIP loyalty reward — Customer Role = VIP
  • Seasonal campaign — Shop Date within November 25–30
  • Regional promotion — Shipping Country = United States

Best Practices

  • Start with simple conditions (e.g., cart subtotal only) and add complexity once the basic promotion is working.
  • Group related conditions logically — don't mix customer conditions with cart conditions in the same group unnecessarily.
  • Test both passing and failing scenarios before activating the promotion.
  • Remember that guest customers don't have roles, purchase history, or account creation dates.