How Do Filters Work With Promotions


Latest update: - Racene Ratnaswamy

When setting up promotions for your store, filters allow you to apply filters to specific products versus conducting a promotion across all of your products. This allows you to quickly run reports to measure the performance of your products using the same filters.


How are the filters applied

Filters are divided by class. Therefore, tag, brand, product type, etc., are treated as separate classes of their own. This is important to remember when adding filters to your promotions to understand what products are included in your promotion and why.

The general rule:

  • When you add more than one filter of the same class, for example, two different tags or brands, your promotion will add all products from both the filters added.

  • When you add more than one filter of different classes, for example, a tag and a brand, your promotion will only add products that satisfy all of those class filters (i.e. both the tag and the brand filters). Products that don't satisfy all of the filters will not be included.

  • You may also add a filter for a specific product, using a SKU, if you want to run a promotion for specific products. This will be explained further in an example below.

Note: Make sure to check which products have been included or excluded from the promotion you are setting up. To do so, click on the number of products included in your promotion. In the example below, you would click on 1 product that follows This promotion includes.


Examples

There are several ways you may apply filters when setting up promotions in your store. Let's look at some examples.

Several filters from the same class

Say you'd like to run a promotion for both Summer and Winter products in your store. You would add two tags summer and winter. As these two tags are from the same class, this filter will give you all products in your store from your Summer or Winter collection. Therefore, you will have all the products from both your Summer and Winter collection.


Several filters from different classes

Say you'd like to run a promotion for your Nike Shoes instore. You would add the tag shoes and the brand Nike. As shoes and Nike are from different classes, the promotion will only include the products in your store that satisfy both the shoes and the Nike filters. Applying filters from different classes allows you to narrow your search further.


Several filters from both the same class and different classes

Now, say you'd like to run a promotion for your winter Nike shoes in store. As shoes and winter are both tags, they are from the same class. You would add two different tags, shoes and winter. You would also add Nike. However, Nike would be considered a different class, as it is a Brand.

The filter will give you all the products in your store that are Nike but from both your shoe and winter collection. Therefore, you would not be able to run a promotion that only included winter Nike shoes, using these filters, as winter and shoes are part of the same class.

Tip: If you did want to run a promotion like the example above, i.e. Winter Nike Shoes, you would need to ensure that the filters added are in different classes. For example, in the example below, we have changed the shoe tag to a Footwear product type. Therefore the products added to the promotion will now be All Winter footwear of the brand Nike.


Adding variants and SKUs as filters with other filter classes

If you'd like to run a promotion filter that includes SKUs and/or Variants, these will be shown in the filter search as a Product. For example, if you add the SKU, 11088 to your promotion, the Product linked to the SKU will be included. This will be the same when adding variants. Notice in the example below, that only the two products are added to the promotion.

However, if you were to add another filter class to this promotion, such as a tag, all products relating to the tag will also be included in the Promotion. This is because when adding a different filter class, the filter will give you all products in your tag, and the two products you have included by SKU and variant.


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