Filters and Conditions

Filters and conditions are key tools for precisely defining when and what discounts apply to.

Difference Between Filters and Conditions

Filters

Determine WHAT the discount applies to

Which products, categories…
“The discount applies to these products”

Conditions

Determine WHEN the discount activates

Cart value, user role, date…
“The discount applies when…”

Filters

Filters determine which products can receive the discount.

Filter Types

The plugin currently supports 2 filter types:

1. Filter: Products

Selection of specific products.

Usage:

Filter: Products
Rule: Include
Selected products: T-shirt Basic, Premium Shirt

Result: The discount applies only to the selected products.

Rules:

Include - The discount applies FOR the selected products
Exclude - The discount applies to ALL EXCEPT the selected products

Tip: When selecting a variable product, the discount automatically applies to all its variations.

2. Filter: Categories

Selection of entire product categories.

Usage:

Filter: Categories
Rule: Include
Selected categories: T-shirts, Shirts

Result: The discount applies to all products in the T-shirts and Shirts categories.

Tip: The discount also applies to subcategories (e.g., T-shirts > Women’s T-shirts) and automatically includes all product variations within the categories.

Combining Multiple Filters

Filter logic:

Within a filter group: AND logic — all filters in the group must be met
Between filter groups: OR logic — only one group needs to be met

Example 1 - Filters in one group (AND):

Group 1:
  Filter 1: Categories → Include → T-shirts
  Filter 2: Products → Exclude → Special Sale T-shirt

Result: Discount on products that are BOTH in the T-shirts category AND are NOT the “Special Sale T-shirt” product

Example 2 - Multiple filter groups (OR):

Group 1:
  Categories → Include → T-shirts

OR

Group 2:
  Categories → Include → Pants

Result: Discount on products that are EITHER in the T-shirts category OR in the Pants category

Include vs. Exclude

Include

The discount applies ONLY to the selected items.

Example:

Filter: Categories
Rule: Include
Selected: T-shirts

Result: Discount ONLY on t-shirts

Exclude

The discount applies to ALL EXCEPT the selected items.

Example:

Filter: Products
Rule: Exclude
Selected: Product A, Product B

Result: Discount on ALL products except A and B

Tip: Use Exclude for “Discount on everything except specific products”:

Filter: Products
Rule: Exclude
Selected: Sale Product 1, Sale Product 2

Conditions

Conditions determine when the discount activates.

Condition Types

1. Cart Subtotal

Checks the total cart value.

Variants:

Cart subtotal incl. tax - Subtotal with tax (before discounts)
Cart subtotal excl. tax - Subtotal without tax (before discounts)
Cart subtotal after discount incl. tax - After discounts with tax
Cart subtotal after discount excl. tax - After discounts without tax

Usage:

Condition: Cart subtotal incl. tax
Operator: >=
Value: 1000

Result: The discount applies only when the cart value is >= 1000.

Operators: =, !=, >, >=, <, <=

2. Cart Item Count

Checks the total number of items in the cart (sum of all quantities).

Usage:

Condition: Cart item count
Operator: >=
Value: 3

Result: The discount applies only when the customer has >= 3 items in the cart.

Example: If the customer has 2x Product A and 1x Product B, the total count = 3.

3. Cart Total

Checks the final cart price including all fees and shipping.

Usage:

Condition: Cart total
Operator: >=
Value: 2000

Result: The discount applies only when the cart total is >= 2000.

Difference from subtotal: The total includes shipping, fees, and already applied discounts.

4. Cart Weight

Checks the total weight.

Usage:

Condition: Cart weight
Operator: >=
Value: 5

Result: The discount applies only when the cart weighs >= 5 kg.

Tip: Useful for shipping promotions.

5. User Role

Checks the logged-in user’s role.

Usage:

Condition: User role
Rule: Includes
Selected roles: Customer, VIP

Result: Discount only for logged-in customers with the Customer or VIP role.

Tip: Uncheck “Guest” for a discount limited to registered users.

6. Specific Users

Selection of specific users by their ID.

Usage:

Condition: Specific users
Rule: Includes
Selected users: ID:123, ID:456

Result: Discount only for these specific users.

Tip: You can find the user ID in the WordPress Admin under Users.

7. Date and Time

Time-limited discount.

Usage:

Condition: Date from
Value: 2025-11-24 00:00

Condition: Date to
Value: 2025-11-25 23:59

Result: The discount applies only on November 24-25 (Black Friday).

Tip: When setting “Date to”, an option to enable Show countdown appears directly in the condition. The countdown then automatically appears on the product page in the info block — no manual setup in the Visual Settings section is needed.

Important: The countdown is displayed even when cart-dependent conditions (cart subtotal, item count) are not met. This allows showing, for example, “Promotion ends in 2 days” even when the customer has an empty cart.

Cart-dependent vs. Cart-independent Conditions

Since version 1.0.1: The plugin distinguishes between two types of conditions:

Cart-dependent conditions

Conditions that depend on the cart contents:

Cart subtotal (all variants)
Cart total
Cart item count
Cart weight

Behavior: These conditions are checked only during discount calculation. Promotional messages (info blocks) and countdowns are displayed even when these conditions are not met.

Example: A rule “10% discount on orders over $40” displays the promo message even when the customer has only $20 in their cart. The discount is applied only when the $40 threshold is reached.

Cart-independent conditions

Conditions independent of the cart:

User role
Specific users
Date and time

Behavior: These conditions are always checked. If they are not met, promo messages and countdowns are NOT displayed.

Example: A rule with the condition “User role → VIP” does not display the promo message to customers without the VIP role.

Combining Multiple Conditions

Condition logic:

Within a condition group: AND logic — all conditions in the group must be met
Between condition groups: OR logic — only one group needs to be met

Example 1 - Conditions in one group (AND):

Group 1:
  Condition 1: User role → Includes → VIP
  Condition 2: Cart subtotal >= 2000
  Condition 3: Date from → 2025-11-01

Result: Discount only when ALL 3 conditions are met simultaneously (VIP user AND cart over $80 AND after Nov 1, 2025)

Example 2 - Multiple condition groups (OR):

Group 1:
  User role → Includes → VIP

OR

Group 2:
  Cart subtotal >= 3000

Result: The discount applies when the user is VIP OR when the cart is over $120 (both are not required)

Practical Combination Examples

Example 1: Category discount over $20

Filters:

Categories → Include → T-shirts

Conditions:

Cart subtotal incl. tax >= 500

Result:

WHAT: T-shirts (all products in the category including variations)
WHEN: When cart >= $20

Example 2: VIP discount with time limit

Filters:

All products (no filter)

Conditions:

User role → Includes → VIP
Date from → 2025-11-01
Date to → 2025-11-30

Result:

WHAT: All products
WHEN: VIP customers in November 2025

Example 3: Products and categories combined

Filters:

Categories → Include → Accessories
Products → Exclude → Premium Headphones

Conditions:

Cart subtotal incl. tax >= 1000

Result:

WHAT: All accessories except a specific product
WHEN: When cart is over $40

Example 4: Discount for specific users

Filters:

Products → Include → Selected products

Conditions:

Specific users → Includes → ID:123, ID:456
Cart subtotal excl. tax >= 300

Result:

WHAT: Selected products
WHEN: Specific users with orders over $12

Frequently Asked Questions

How to use OR logic?

Yes, OR logic IS supported! But only between condition/filter groups, not within a group.

How to do it:

Click ”+ Add condition group” (or filter group)
Each group has its own set of conditions (AND within the group)
OR logic applies between groups

Example - Discount for VIP OR for orders over $80:

Condition group 1:
  User role → VIP

OR (automatically)

Condition group 2:
  Cart >= 2000

Result: The discount applies when the user is VIP OR when the cart is over $80 (only one condition is needed)

Important: Within a group, AND applies — if you have 2 conditions in one group, BOTH must be met

How to set a discount "only for guests" (not registered)?

Condition: User role
Rule: Includes
Selected roles: Guest (uncheck all other roles)

Check only “Guest”, uncheck all other roles.

Filters do not include any products

Checklist:

Are the products published?
Are the products in stock?
Are you using the correct Rule (Include/Exclude)?
For categories — are products assigned to the correct category?
For variable products — does the filter include the parent product?

Conditions are not met but they should be

Checklist:

Check the correct subtotal (incl. tax vs. excl. tax)
Verify the user has the correct role
Check the date settings (from/to)
ALL conditions in a group must be met (AND logic within a group)
If you have multiple groups, only ONE group needs to be met (OR logic between groups)