How to Use the “Order Custom Field” Rule with Dynamic Offers

CartFlows allows you to display specific upsell or downsell offers based on values customers enter in checkout fields. This can be useful when you want to personalize offers depending on customer selections during checkout.

The Order Custom Field rule in Dynamic Offers lets you compare values submitted through checkout fields and then show a specific offer based on those values. This works with:

• Default WooCommerce checkout fields
• Custom fields created using the CartFlows Checkout Field Editor

Additionally, the Checkout Field Editor includes a Show in Email option. Enabling this option ensures that the custom field value is included in the order email notifications.

Below is an example workflow showing how to configure a Dynamic Offer using a custom checkout field.

Before You Begin

Make sure you have already created a custom checkout field. If you are unsure how to create one, refer to the documentation on adding custom fields to the CartFlows checkout page.

Configure the Order Custom Field Rule

Step 1: Open the Checkout Field Editor

Navigate to the Checkout Field Editor and locate the custom field you want to use for your Dynamic Offer condition.

Step 2: Copy the Field ID

Once you find the field, open its options and copy the Field ID. This ID will be used when creating the rule.

Step 3: Open the Checkout Step Settings

Go to your Funnel, open the Checkout step, and navigate to the Dynamic Offers tab.

Enable Dynamic Offers if it is not already enabled.

Step 4: Add a New Rule

Add a new rule and configure it as follows:

• Select Order Custom Field as the rule type
• Choose the appropriate condition (for example, equals or not equals)
• Paste the Field ID you copied earlier
• Enter the expected value that should trigger the offer

Make sure the expected value exactly matches the value defined in the field options when the custom field was created.

Step 5: Save the Settings

Click Save Settings to apply the rule.

Once saved, CartFlows will evaluate the value entered in the checkout field during the order process. If the condition matches, the configured upsell or downsell offer will be displayed accordingly.