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Trigger Types & Conditions [OCU]

Learn how to control when and where your upsells are shown!

Jeff Maxfield avatar
Written by Jeff Maxfield
Updated over a week ago

Trigger Types

After you add a new upsell funnel and name it, the “Triggers“ for the funnel will need to be selected and defined. A trigger product is a product that will trigger the particular upsell funnel to show when a customer adds and/or purchases a product from your store.

Click the “Select Triggers“ button within the funnel to add new trigger products and define additional conditions:

On the “Trigger Conditions“ screen, select from the list of currently available conditions which include:

  • Product - A specific product or products (including any future product variants added in Shopify admin).

  • Product variant - A specific product variant or variants (this excludes any future product variants added. Future variants added in Shopify admin will need to be added manually as triggers for the funnel if desired).

  • Collection - A specific collection of products. This condition will include only products included in the collection at the time of selecting a collection as a trigger. The “Sync Collection“ button needs to be clicked to include future products added to the collection.

  • Any product - Any/all current and future products in your store are used as a trigger.

  • Items quantity - A specific number of units of a product. Options include, but are not limited to: “equal to,” “more than,” and “less than.”

  • Total value - A specific total value of the product(s) added. Options include, but are not limited to: “equal to,” “more than,” and “less than.”

    📝For pre-purchase offers, the value is the total of product(s) added to cart, based on the local currency the customer uses on your storefront (if you use a multi-currency setup).
    For post-purchase offers, it's based on the total value (including taxes + shipping) paid at checkout in your "store currency" set in your Shopify admin. Post-purchase offers will only be shown if the customer completes their checkout in your store currency (no support for multi-currency checkouts).

  • Customer Tag - Use the customer tag condition to show/hide upsells for customers with a specific tag. Customer tags can be added/removed on a customer's details page in the "Customers" section of your Shopify admin.

    📝For pre-purchase offers, OCU tracks customer tags only if the customer is logged in to their account on your store. Non-logged-in users will not see pre-purchase offers, except for the case where the funnel is set up with the customer tag trigger and "is not" operator. In that case, the non-logged-in customer will meet the trigger condition and will be shown the offer.

    OCU requires permissions for using Customer tags by clicking the "permissions" link. If permissions are not provided then the Customer tags list will be empty:

  • Customer location - Use the customer location condition to show/hide upsells for customer's from specific location(s). Using the "Add Countries" popup, entire continents and/or specific countries can be selected.

    📝For pre-purchase offers, location is tracked based on IP address. For post-purchase/ty page, location is tracked based on the shipping country selected at Checkout. If the Checkout contains only digital products (shipping country unknown) the condition rule will return as "true" and the offer will be shown.

Trigger Conditions Logic

"is" and "is not" operators are available for Product, Product variant, and Collection conditions to include/exclude certain conditions to more clearly define the trigger logic.

“Or" and “And" options are also available, allowing you to make the trigger conditions as specific or non-specific as desired. Or means that any condition should be true to make the trigger valid. And means that all conditions should be true to make the trigger valid:

For example, we can define multiple Collections as the trigger for an upsell funnel using the “Or“ operator and selecting additional collection(s):

As another example, we can configure the trigger conditions to use multiple collections, but exclude a specific product or products as a trigger using the “And“ and “is not“ operators:

These are just a few examples of what is possible when using trigger condition logic! After you’ve added your trigger conditions, don’t forget to click the “Save“ button to save changes.

Back in the Funnel Builder view, you will see a summary of the trigger conditions added.

Viewing, Editing, and Adding Trigger Product(s) + Conditions

View and/or Edit the current trigger product(s) for the funnel as well as Add additional trigger products by clicking the ✏️ button.

On the "Trigger Conditions" screen, you can see the current trigger product conditions applied. Here you can add or edit products within each condition. If a Collection is a trigger, click the "Change Collection" button to use a different collection or the "Sync Collection" button to sync your collection.

You can also any additional "Or" and "And" operator conditions to your funnel if desired.

Don't forget to click the "Save" button to save your changes.

⚠️Your trigger products must be active/visible to the Online Store sales channel in your Shopify admin, otherwise, you won't find them in the product list.

To resolve products not showing in the product list. Navigate to the Products section of your Shopify admin. Find and open the product. Click the "Manage" link under "Sales Channels and Apps" to make the product "Active" to the Online Store sales channel so it can be used as a trigger product:

Okay, I've set up my funnel's trigger products-- what now?

After setting up your trigger products, the next step would be to start adding offers to it! Click here to learn more.

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