This article will take you through:
- What is the Shopblocks Rules system?
- How do Shopblocks Rules work?
- ‘Products must match’ option
- Products Matching
- Next steps and additional support
What is the Shopblocks Rules system?
The rules system is an easy way to create dynamic groups, special delivery offers, discounts and more in various parts of your Shopblocks admin system. They can seem daunting at first but don’t worry, we’ve made using and creating rules very simple. Once you’ve got a hang of them you’ll realise how useful they are!
You will find the rules in the Deliveries, Tax, Groups, and Discounts areas. They can always be found at the bottom of the screen for whatever you are editing.
When you first encounter the rules you may seen them hidden, with an activated 'Applies to all products' checkbox indicating all products in the system are to be considered for this discount, delivery, tax rate, or group:
Other times you may encounter it already open, with the 'Applies to all products' checkbox deactivated, revealing options to 'Include' or 'Exclude' products:
How do Shopblocks Rules work?
The purpose of creating rules is to end up with a dynamic list of products, deliveries or discounts, that you can use in other parts of your shop.
Say if you wanted to create a product group that contained only ‘red’ products. In other software you would have to manually add each red product into that group after it was created, but in Shopblocks, you can use rules to add each new red product to the red product group as soon as it is created.
Here’s another example. If you wanted a group of products called “Cheap T-Shirts’” that contain all the t-shirts in your shop that cost less than £5 then you would create two rules for this:
- Include all the T-Shirts
- Exclude all T-Shirts that are more expensive than £5
This would create a dynamic group of all your t-shirts that are less than £5. The best part is that every time you add another t-shirt that is less than £5 or change the price of a current t-shirt to less than £5, they will be added into this group automatically. You can then use product group blocks (via BlockLab) on different pages on your shop website without having to worry about keeping the set of products up to date.
Rules can be created to either ‘Include’ or ‘Exclude’ certain products, categories, order amounts and so on. The ‘Include’ section is where you specify which items should be included in this rule set, while ‘Exclude’ does the opposite.
Rules added into this section define which items to include in the group.
Rules added into this section define which items to exclude from the group.
Anything rule available to include a product in a group is also available to exclude. Examples of rules you can include and exclude of are as follows:
Using the above options allow you to creatively use rules to create dynamic groupings of products.
Want to make a local delivery option only available in your postcode? Easy. Use the 'Delivery Postcode' rule and set it to your local area.
Want to group all products tagged as 'New In'? Not a problem. Use the 'Product Tag' option and enter the tag you want the group to collect.
‘Products must match’ option
This is only used when there is more than one rule in Include to decide how you want your rules to work together. There are two options from which to choose here, ‘Any Rules’ and ‘All Rules’. On an exclude, the system is automatically set to 'All Rules', to exclude everything in the list.
You can think of it like this: ALL RULES means AND, ANY RULES means OR.
Let’s say we’re creating a product group called ‘Niepoort Red Wines’.
Let’s create two ‘Include’ rules:
1. Product must be in the Niepoort category
2. Product option of Wine Type must be Red
The 'And' option
If your ‘Products must match’ option is set to ‘All Rules’ (AND), then the ‘Niepoort Red Wines’ product group would contain all products with a Wine Type of Red in the Niepoort category.
The 'Or' option
On the other hand, if your ‘Products must match’ option is set to ‘Any Rules’ (OR), then the ‘Niepoort Red Wines’ product group would contain all the products in the Niepoort category and also any products in the system with a Wine Type of Red.
The ‘Products matching’ list changes depending on where you are in your Shopblocks admin. The fields available in Discounts and Deliveries are different to what is available in Product Groups, for example.
In Discounts, Deliveries and Tax, you'll see a summary number of qualifying products on the rules area:
In the case of a product group, below the rules area you will see a new summary box below the rules previewing the products that qualify for the group:
Next steps and additional support
For additional support, please contact us via firstname.lastname@example.org, and we will be happy to assist you.