Creating a rule

This article walks you through creating a rule in ShopLinkr step by step. If you're not yet familiar with the concept, start by reading What are rules?.

Step 1: Create the rule

1. Go to Settings > Rules.

2. Click Create rule.

3. Give the rule a recognizable name (for example "PostNL for letterbox parcels" or "Delay Wadden Islands").

4. Optionally add a description so your colleagues understand what the rule does and what it's for.

Step 2: Set the conditions

Conditions determine which orders the rule applies to. You can group and combine conditions.

1. Click Add condition.

2. Choose the condition type. There are dozens of options to pick from, split across three categories:

   • Customer details (shipping): name, email, address, country, postal code, Wadden Islands

   • Customer details (billing): the same fields as shipping, but for the billing address

   • Order: sales channel, total weight, total amount, number of products, package type, specific product, tag, service point, shipping method, order date and more

3. Choose an operator (equals, contains, is greater than, is empty, etc.).

4. Enter the value to compare against.

You can add multiple conditions. Within a group you can set whether all conditions must match (AND) or whether one of the conditions is enough (OR).

Step 3: Set the actions

1. Click Add action.

2. Choose which action should run when an order meets the conditions.

3. Fill in the relevant details. For "Add tags" you select which tags, for example, for "Delay" you choose the number of days or a specific date, and for "Mark as pickup order" there's nothing extra to fill in.

You can add multiple actions to a rule. All actions run when the conditions match.

Step 4: Save

Click Save. The rule is active immediately and from now on is applied to every new order that meets the conditions.

Good to know

• Rules run in the order they're listed. For each rule you can set whether the following rules should still be checked after this rule has been applied.

• Rules are only applied to new orders, not to existing orders.