- Hiding Fields on the Checkout Page
- Installing WooCommerce
- Using WooCommerce
- Adding Products in WooCommerce
- Using Your Theme's Header & Footer in a Step
- Embedding a Checkout Form on the CartFlows Checkout Page
- Hiding WooCommerce Pages and Products
- Using Pricing Tables
- Adding an Affiliate Program
- Setting a Funnel as the Homepage
- Dynamic Offers aka Rule Engine
- Instant Layout for Checkout and Thank You Step
- Adding Products from the URL to the Checkout Page
- Setting Up Split Testing for Steps
- Deleting Plugin Data During Uninstallation
- Importing Ready-Made Templates for Funnels and Steps
- Importing and Exporting Funnels and Step
- URL Parameters
- Replacing the Main Checkout Order with an Upsell or Downsell
- Rolling back to a Previous Version
- Using the "Order Custom Field" Rule of Dynamic Offers with Custom Field Editor
- Optin
- Separate Orders
- Setting Up Pre-Checkout Upsell
- Refund Offer
- Applying a Coupon from the URL
- How Coupons Work in CartFlows?
- Instant Layout for Upsell and Downsell
- Google Address Autocomplete
- Flatsome UX Builder
- ActiveCampaign
- Paypal Reference Transactions
- How PaypPal/Stripe Works
- Enabling Enfold Avia Layout Builder
- Setting Up Authorize.net for Upsell & Downsell
- Supported Payment Gateways
- Setting Quantity and Discount for Products on the Checkout Page
- Adding Custom Payment Gateway Support for One-Click Upsell and Downsell
- Funnel in Test Mode
- Troubleshooting Plugin and Theme Conflicts
- Resolving the "Please Select a Simple, Virtual, and Free Product" Error
- Fixing Endless Loading on the Checkout Page
- Fixing the "We can't seem to find an order for you." Error on the Thank You Page
- Troubleshooting License Activation Issues
- Fixing the "Checkout ID Not Found" Error
- Fixing the "Session Expired" Error Message
- Resolving "Order Does Not Exist" Error on Upsell/Downsell Page
- Fixing the "Sorry, This Product Cannot Be Purchased" Error
- Disabling Auto-fill of Address Fields Based on Zip Code
- Enabling Theme's Scripts & Styles Without Changing Page Template
- Disabling Auto-fill of Checkout Fields
- Allowing Cache Plugins to Cache CartFlows Pages
- Changing the "Choose a Variation" Text
- VAT Field Not Displaying for WooCommerce EU/UK VAT Compliance Plugin
- Enabling the Product Tab on Store Checkout
- Displaying the Order Summary Open on Mobile Devices
- Refreshing the Checkout Page After CartFlows AJAX Calls
- Overview
- Installing Modern Cart Starter
- Installing Modern Cart Pro
- Activating License Key
- Customizing General Settings
- Customizing Cart Tray Labels
- Customizing Cart Icon Settings
- Customizing Cart Tray Styling
- Understanding the Product Recommendations Feature
- Controlling Product Recommendation Source for Empty Cart
CartFlows Dynamic Offers (Rule Engine)
CartFlows includes a powerful feature called Dynamic Offers, also known as the Rule Engine, which allows you to control the redirection to upsell or downsell steps based on specific conditions set on the checkout page.
Using this feature, you can define custom rules that determine which upsell or downsell page a customer should see after completing the checkout step.
How Dynamic Offers Work
Dynamic Offers allow you to create conditional redirects based on various checkout conditions. These conditions can include details such as products in the cart, order value, customer information, and more.
To make rule creation more flexible, Dynamic Offers support grouped conditions.
A Group is a collection of one or more conditions.
- Conditions within the same group work using an AND relationship.
- Multiple groups work using an OR relationship.
This means that if any group of conditions is satisfied, the corresponding redirect rule will be applied.
This structure allows you to create advanced scenarios while keeping the rule setup organized and easy to manage.
How to Set Up Dynamic Offers
Follow these steps to configure Dynamic Offers for your checkout step.
Step 1: Navigate to CartFlows > Funnels.
Step 2: Open the funnel where you want to add or modify the conditions.
Step 3: Click the settings icon of the Checkout step.
Step 4: Open the Dynamic Offers section in the checkout settings.
Step 5: Enable the Dynamic Offers option.
Step 6: Click Add Condition if you want to include additional conditions within the same group.
Step 7: Click Add Dynamic Offer to create another group of conditions.Step 9: Click Save Changes to apply the rules.
Reordering Dynamic Offer Groups
You can reorder condition groups to prioritize which rules should be evaluated first.
Simply drag and drop the groups to rearrange them according to your requirements.
Note that individual conditions cannot be moved between groups. If you want a condition in another group, you will need to delete it and recreate it in the desired group.
Default Redirection
If none of the defined condition groups match the customer’s checkout scenario, you can configure a default redirection step.
This ensures that every customer is redirected to a specific upsell or downsell step even when no conditions are met.
Using Dynamic Offers with Upsell and Downsell Steps
Once a customer is redirected to the appropriate upsell or downsell step using Dynamic Offers, you can still apply conditional redirects on the upsell or downsell steps to further control the flow. This allows you to create more advanced funnel paths depending on the customer’s actions.
Refer to this documentation for more details about conditional Upsell and Downsell: https://cartflows.com/docs/create-conditional-upsell-downsell/
Frequently Asked Questions
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