{"id":1842,"date":"2024-09-08T21:55:06","date_gmt":"2024-09-08T12:55:06","guid":{"rendered":"https:\/\/storecrm.com\/help\/?p=1842"},"modified":"2026-10-13T15:01:55","modified_gmt":"2026-10-13T06:01:55","slug":"scenario-conditions","status":"publish","type":"post","link":"https:\/\/storecrm.com\/help\/en\/setting\/scenario-conditions\/","title":{"rendered":"Automation conditions"},"content":{"rendered":"<p class=\"wp-block-paragraph\">Automation conditions further narrow the customers for whom an automation starts.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example, send only to customers who purchased a specific product, linked LINE, or did not click an email in the last 30 days.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If the conditions do not match, automation processing is skipped for that customer.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Product and customer IDs are the numbers in Shopify URLs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Available conditions depend on the selected automation type.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Scenario<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th class=\"has-text-align-left\" data-align=\"left\">Item<\/th><th class=\"has-text-align-left\" data-align=\"left\">Description.<\/th><\/tr><\/thead><tbody><tr><td>Automation run number<\/td><td>Which run number this is for the same customer<\/td><\/tr><tr><td>This scenario has been run with the same client in the past.<\/td><td>Whether it previously ran for the same customer<\/td><\/tr><tr><td>Time the same scenario was run with the same customer<\/td><td>Date and time of previous run<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Example: send only to customers whose previous run was at least three days ago.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">When using a Shopify segment as a condition<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Shopify segment conditions use the customer list most recently synchronized to StoreCRM rather than querying Shopify live. Changes in Shopify are evaluated using the old list until synchronization completes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For evaluation against current values, configure the equivalent automation conditions directly instead of selecting a Shopify segment. When using a Shopify segment, check its customer list update time before enabling the automation.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1440\" height=\"1400\" src=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2024\/09\/main-storecrm-en-scenario-conditions-20260903.png\" alt=\"Synchronized customer list notice for a Shopify segment automation condition\" class=\"wp-image-5947\" srcset=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2024\/09\/main-storecrm-en-scenario-conditions-20260903.png 1440w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2024\/09\/main-storecrm-en-scenario-conditions-20260903-300x292.png 300w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2024\/09\/main-storecrm-en-scenario-conditions-20260903-1024x996.png 1024w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2024\/09\/main-storecrm-en-scenario-conditions-20260903-768x747.png 768w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2024\/09\/main-storecrm-en-scenario-conditions-20260903-12x12.png 12w\" sizes=\"(max-width: 1440px) 100vw, 1440px\" \/><figcaption class=\"wp-element-caption\">Selecting a Shopify segment shows that the most recently synchronized customer list is used.<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Customer<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th class=\"has-text-align-left\" data-align=\"left\">Item<\/th><th class=\"has-text-align-left\" data-align=\"left\">Description.<\/th><\/tr><\/thead><tbody><tr><td>Email address<\/td><td>Customer email address<\/td><\/tr><tr><td>Birthday<\/td><td>Customer birthday<\/td><\/tr><tr><td>Name<\/td><td>Customer name<\/td><\/tr><tr><td>First name<\/td><td>Customer first name<\/td><\/tr><tr><td>Last name<\/td><td>Customer last name<\/td><\/tr><tr><td>Phone number<\/td><td>Customer phone number<\/td><\/tr><tr><td>Tags<\/td><td>Customer tags<\/td><\/tr><tr><td>Address<\/td><td>Customer address<\/td><\/tr><tr><td>Marketing Permits<\/td><td>Whether email marketing is permitted<\/td><\/tr><tr><td>transaction permission<\/td><td>Whether transactional email is permitted<\/td><\/tr><tr><td>ID<\/td><td>Shopify customer ID<\/td><\/tr><tr><td>Order count<\/td><td>Customer order count<\/td><\/tr><tr><td>Total Sales<\/td><td>Customer total amount spent<\/td><\/tr><tr><td>Last Order Date<\/td><td>Date and time of last order<\/td><\/tr><tr><td>Date and time of first order<\/td><td>Date and time of first order<\/td><\/tr><tr><td>With or without LINE linkage<\/td><td>Whether LINE is linked<\/td><\/tr><tr><td>Segments<\/td><td>Customers included or not included in a selected segment<\/td><\/tr><tr><td>Language<\/td><td>Customer language setting<\/td><\/tr><tr><td>Email has hard bounced<\/td><td>Customers suppressed because of an invalid address or another issue<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Orders<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Available for automations triggered by an order.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th class=\"has-text-align-left\" data-align=\"left\">Item<\/th><th class=\"has-text-align-left\" data-align=\"left\">Description.<\/th><\/tr><\/thead><tbody><tr><td>Payment status<\/td><td>Order payment state<\/td><\/tr><tr><td>Fulfillment status<\/td><td>Order fulfillment state<\/td><\/tr><tr><td>Order number<\/td><td>Order number<\/td><\/tr><tr><td>Tags<\/td><td>Order tags<\/td><\/tr><tr><td>total price<\/td><td>Order total<\/td><\/tr><tr><td>Currency<\/td><td>Order currency<\/td><\/tr><tr><td>Total tax<\/td><td>Order tax<\/td><\/tr><tr><td>Order creation date and time<\/td><td>Date and time the order was created<\/td><\/tr><tr><td>Order update date and time<\/td><td>Date and time the order was updated<\/td><\/tr><tr><td>Order processing date and time<\/td><td>Date and time the order was processed<\/td><\/tr><tr><td>Order cancellation date and time<\/td><td>Date and time the order was canceled<\/td><\/tr><tr><td>Whether a subscription order is included<\/td><td>Whether the order contains subscription products<\/td><\/tr><tr><td>Is a single order included?<\/td><td>Whether the order contains one-time products<\/td><\/tr><!-- sprint34-help:order-total-quantity:start -->\n<tr><td>Product quantity (total quantity)<\/td><td>The sum of the quantities of all products in the order, not the number of product rows (for example, two units of product A and three units of product B equals five).<\/td><\/tr>\n<!-- sprint34-help:order-total-quantity:end --><\/tbody><\/table><\/figure>\n\n\n\n\n\n<h2 class=\"wp-block-heading\">Checkout<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Available for checkout abandonment automations.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th class=\"has-text-align-left\" data-align=\"left\">Item<\/th><th class=\"has-text-align-left\" data-align=\"left\">Description.<\/th><\/tr><\/thead><tbody><tr><td>total price<\/td><td>Checkout total<\/td><\/tr><tr><td>Product quantity<\/td><td>Number of products in checkout<\/td><\/tr><tr><td>Number of available products<\/td><td>Number of products available after considering inventory<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Products and variants<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Available for product-related automations such as orders, checkouts, back-in-stock notifications, and favorites.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th class=\"has-text-align-left\" data-align=\"left\">Item<\/th><th class=\"has-text-align-left\" data-align=\"left\">Description.<\/th><\/tr><\/thead><tbody><tr><td>Product name<\/td><td>Name of the product that triggered the automation<\/td><\/tr><tr><td>Product tag<\/td><td>Tag of the product that triggered the automation<\/td><\/tr><tr><td>Shopify product ID<\/td><td>Shopify product ID<\/td><\/tr><tr><td>Product variant name<\/td><td>Product variant name<\/td><\/tr><tr><td>Shopify variant ID<\/td><td>Shopify variant ID<\/td><\/tr><tr><td>Inventory<\/td><td>Number of product variations in stock<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Product and variant IDs are the numeric portions of Shopify admin URLs.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Purchase history<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th class=\"has-text-align-left\" data-align=\"left\">Item<\/th><th class=\"has-text-align-left\" data-align=\"left\">Description.<\/th><\/tr><\/thead><tbody><tr><td>Customers who previously purchased the following products<\/td><td>Customers who previously purchased the selected products<\/td><\/tr><tr><td>Customers who previously purchased the following products as one-time purchases<\/td><td>Customers who purchased the selected products as one-time purchases<\/td><\/tr><tr><td>Customers who previously purchased the following products through recurring subscriptions<\/td><td>Customers who purchased the selected products through recurring subscriptions<\/td><\/tr><tr><td>Customers who have not previously purchased the following products<\/td><td>Customers who have not purchased the selected products<\/td><\/tr><tr><td>Customers who have not previously purchased the following products as one-time purchases<\/td><td>Customers who did not purchase the selected products as one-time purchases<\/td><\/tr><tr><td>Customers who have not previously purchased the following products through recurring subscriptions<\/td><td>Customers who did not purchase the selected products through recurring subscriptions<\/td><\/tr><tr><td>Customers purchasing the ordered product for the first time<\/td><td>Customers who have not previously purchased the selected products in this order<\/td><\/tr><tr><td>Customers purchasing the ordered product as a one-time purchase for the first time<\/td><td>Customers who have not previously purchased the selected products as one-time purchases<\/td><\/tr><tr><td>Customers purchasing the ordered product through a recurring subscription for the first time<\/td><td>Customers who have not previously purchased the selected products through recurring subscriptions<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Specify by product name, product tag, Shopify product ID, collection, product variant name, or Shopify variant ID.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Collection conditions support manual collections only.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Favorites and back-in-stock notifications<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th class=\"has-text-align-left\" data-align=\"left\">Item<\/th><th class=\"has-text-align-left\" data-align=\"left\">Description.<\/th><\/tr><\/thead><tbody><tr><td>Customers who have favorited the following products<\/td><td>Customers who have favorited the selected products<\/td><\/tr><tr><td>Customers who have not favorited the following products<\/td><td>Customers who have not favorited the selected products<\/td><\/tr><tr><td>Customers who added a favorite in the last N days<\/td><td>Customers who added a favorite during the selected period<\/td><\/tr><tr><td>Customers who did not add a favorite in the last N days<\/td><td>Customers who did not add a favorite during the selected period<\/td><\/tr><tr><td>Customers subscribed to back-in-stock notifications for the following products<\/td><td>Customers subscribed to back-in-stock notifications for the selected products<\/td><\/tr><tr><td>Customers not subscribed to back-in-stock notifications for the following products<\/td><td>Customers not subscribed to back-in-stock notifications for the selected products<\/td><\/tr><tr><td>Customers who subscribed to a back-in-stock notification in the last N days<\/td><td>Customers who subscribed to a back-in-stock notification during the selected period<\/td><\/tr><tr><td>Customers who did not subscribe to a back-in-stock notification in the last N days<\/td><td>Customers who did not subscribe to a back-in-stock notification during the selected period<\/td><\/tr><!-- sprint34-help:restock-registration-channel:start -->\n<tr><td>Registered via email<\/td><td>Customers who registered for a restock notification via email<\/td><\/tr><tr><td>Registered via LINE<\/td><td>Customers who registered for a restock notification via LINE<\/td><\/tr>\n<!-- sprint34-help:restock-registration-channel:end --><\/tbody><\/table><\/figure>\n\n\n\n\n\n<h2 class=\"wp-block-heading\">Email \/ LINE engagement<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th class=\"has-text-align-left\" data-align=\"left\">Item<\/th><th class=\"has-text-align-left\" data-align=\"left\">Description.<\/th><\/tr><\/thead><tbody><tr><td>Customers who opened an email in the last N days<\/td><td>Customers who opened an email during the selected period<\/td><\/tr><tr><td>Customers who did not open an email in the last N days<\/td><td>Customers who did not open an email during the selected period<\/td><\/tr><tr><td>Customers who clicked an email in the last N days<\/td><td>Customers who clicked a link in an email during the selected period<\/td><\/tr><tr><td>Customers who did not click an email in the last N days<\/td><td>Customers who did not click a link in an email during the selected period<\/td><\/tr><tr><td>Customers who opened or clicked an email in the last N days<\/td><td>Customers with an open or click engagement<\/td><\/tr><tr><td>Customers with no email opens or clicks in the last N days<\/td><td>Customers with no open or click engagement<\/td><\/tr><tr><td>Customers who clicked LINE in the last N days<\/td><td>Customers who clicked a link in a LINE message<\/td><\/tr><tr><td>Customers who did not click LINE in the last N days<\/td><td>Customers who did not click a link in a LINE message<\/td><\/tr><tr><td>Customers who engaged with email or LINE in the last N days<\/td><td>Customers who engaged with email or LINE<\/td><\/tr><tr><td>Customers with no email or LINE engagement in the last N days<\/td><td>Customers with no engagement on either email or LINE<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Select the scope from all sends, a campaign, an automation, an email, or a LINE message.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Open and click tracking can be delayed by up to approximately one hour.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Metafields and connected apps<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">When customer metafields are configured, \"Metafield: XX\" appears as a condition.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Fields from supported apps such as easyPoints can also be used. Available fields depend on store settings and integration status.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Logic<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th class=\"has-text-align-left\" data-align=\"left\">Item<\/th><th class=\"has-text-align-left\" data-align=\"left\">Description.<\/th><\/tr><\/thead><tbody><tr><td>Go to YES by percentage (1\u201399%)<\/td><td>Split customers into YES and NO groups using the specified percentage. Use this for A\/B tests.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n<!-- sprint37-scenario-conditions:start -->\n<h2>Split delivery and control groups by percentage<\/h2>\n<p>In execution conditions or a flow branch, select Logic (A\/B test etc.) \u2192 Go to YES with a percentage and enter an integer from 1 to 99. Presets of 95, 90, 80, and 50 are available. The NO share is 100 minus the YES share. Zero, 100, and decimals are invalid.<\/p>\n<p>Check both percentages and save. See Use the flow editor for branch connections and testing.<\/p>\n<!-- sprint37-scenario-conditions:end -->\n\n<h2 class=\"wp-block-heading\">Difference from flow editor branches<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Automation conditions are evaluated at the start. If they do not match, processing is skipped immediately.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Flow editor branches are evaluated during the automation, such as after a wait based on whether an email was opened or a product was purchased.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Notes<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Too many conditions can greatly reduce the audience.<\/li>\n\n\n\n<li>Email and LINE messages are not sent to customers who do not match.<\/li>\n\n\n\n<li>Before major condition changes in an active automation, check for unintended exclusions.<\/li>\n\n\n\n<li>Product, customer, and variant IDs are numeric portions of Shopify admin URLs.<\/li>\n\n\n\n<li>Engagement data such as email opens, email clicks, and LINE clicks can take time to appear.<\/li>\n<\/ul>\n\n\n\n<pre class=\"wp-block-verse has-small-font-size\"><strong>Related pages<\/strong><\/pre>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/storecrm.com\/help\/en\/setting\/scenario\/\">What is a scenario?<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/storecrm.com\/help\/en\/setting\/add-scenario\/\" data-type=\"post\" data-id=\"215\">Add a new scenario<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/storecrm.com\/help\/en\/setting\/scenario-type\/\" data-type=\"post\" data-id=\"327\">Automation type<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>","protected":false},"excerpt":{"rendered":"\u30b7\u30ca\u30ea\u30aa\u306e\u5b9f\u884c\u6761\u4ef6\u3067\u306f\u3001\u30b7\u30ca\u30ea\u30aa\u3092\u958b\u59cb\u3059\u308b\u5bfe\u8c61\u3092\u3055\u3089\u306b\u7d5e\u308a\u8fbc\u3080\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002 \u305f\u3068\u3048\u3070\u300c\u7279\u5b9a\u306e\u5546\u54c1\u3092\u8cfc\u5165\u3057\u305f [&hellip;]","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16,67],"tags":[56,103],"class_list":["post-1842","post","type-post","status-publish","format-standard","hentry","category-setting","category-scenario","tag-scenario","tag-execution-condition"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/posts\/1842","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/comments?post=1842"}],"version-history":[{"count":53,"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/posts\/1842\/revisions"}],"predecessor-version":[{"id":7513,"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/posts\/1842\/revisions\/7513"}],"wp:attachment":[{"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/media?parent=1842"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/categories?post=1842"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/tags?post=1842"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}