Display Rules System

The Display Rules System provides advanced conditional logic for showing or hiding components at checkout based on real-time customer data, cart contents, and checkout context. This powerful feature allows you to create highly targeted, personalized checkout experiences that show the right content to the right customers at the right time.

desc - Advanced conditional logic for showing or hiding components based on customer data and cart contents.

Overview

Display Rules enable sophisticated targeting through conditional logic that evaluates in real-time during checkout. Create complex rules using "all" (AND) or "any" (OR) logic operators, and group multiple conditions together for unlimited flexibility. The system supports nested rule groups, allowing you to combine different logic operators within a single component for precise targeting scenarios.

Rule Types

Cart & Order Rules

Cart Total: Show/hide based on cart subtotal amount (greater than, less than, equal to)

Product in Cart: Target based on specific products, collections, or product types in cart

Cart Attributes: Use custom cart attributes set via your storefront

Line Item Properties: Target based on line item property data

Discount Codes: Show/hide when specific discount codes are applied

Order Count: Target based on customer's previous order history

Customer Rules

Customer Country: Target specific countries or regions

Customer Tags: Show to customers with specific tags

Customer Email: Target specific email addresses or domains

Customer Type: Differentiate between new and returning customers

Checkout Context Rules

Shipping Method: Show/hide based on selected shipping method

Payment Method: Target based on payment method selection

Market: Show to customers in specific Shopify Markets

Language: Target based on customer's checkout language

Product & Collection Rules

Specific Products: Target when specific product IDs are in cart

Product Collections: Target when products from specific collections are present

Product Type: Target based on product type (Apparel, Electronics, etc.)

Product Vendor: Target based on product vendor

Product Tags: Target when products with specific tags are in cart

Advanced Rules

Date & Time: Show during specific date ranges or times

Device Type: Target mobile vs desktop shoppers

Cart Item Count: Show/hide based on number of items in cart

Logic Operators

ALL (AND Logic)

Requires ALL conditions in the group to be true. Use when you need multiple criteria met simultaneously.

Example: Show warranty upsell when cart total > $500 AND customer country is United States AND product type is Electronics

ANY (OR Logic)

Requires at least ONE condition in the group to be true. Use when any of several criteria should trigger display.

Example: Show gift wrapping option when product collection is "Gifts" OR product tag is "giftable" OR cart attributes include "is_gift"

Nested Rule Groups

Nested groups allow you to combine AND and OR logic for complex scenarios. You can create groups within groups with different logic operators.

Example Structure:

Show component when:
ALL of the following are true:
  - Cart total > $100
  - ANY of the following are true:
    - Customer country is US
    - Customer country is Canada
  - ANY of the following are true:
    - Product "Premium Widget" is in cart
    - Product "Deluxe Widget" is in cart

Combining Display Rules

Best Practices for Complex Rules

1. Start Simple, Add Complexity

Begin with basic rules and test. Add complexity incrementally.

2. Use Nested Groups for Multiple Conditions

When you have multiple "OR" conditions within an "AND" group, use nesting.

3. Test Thoroughly

Test rules with various cart combinations to ensure expected behavior.

4. Consider Performance

While rules are optimized, excessive nesting can impact performance. Keep rules as simple as possible while achieving your goal.

Common Combination Patterns

Pattern 1: Geographic Product Targeting

ALL:
  - Customer country is United States
  - Product from collection "Electronics" in cart
  - Cart total > $200

Use case: Show premium warranty upsell only to US customers buying expensive electronics

Pattern 2: Multi-Market Promotion

ANY:
  - Customer in market "United States"
  - Customer in market "Canada"
  - Customer in market "United Kingdom"
AND ALL:
  - Cart total > $150
  - Discount code "SUMMER2024" NOT applied

Use case: Show free shipping threshold to specific markets who don't have discount

Pattern 3: Customer Segmentation

ALL:
  - Customer has tag "VIP"
  - Order count > 5
ANY:
  - Cart total > $500
  - Product from collection "Premium" in cart

Use case: Show exclusive upsell to repeat VIP customers with high-value carts

Pattern 4: Product Category Targeting

ANY:
  - Product with tag "fragile" in cart
  - Product type "Glassware" in cart
  - Product type "Electronics" in cart
AND ALL:
  - Shipping method contains "Standard"
  - Customer country in group [US, CA, UK, AU]

Use case: Show insurance/protection upsell for fragile items with standard shipping

Pattern 5: New Customer Welcome

ALL:
  - Order count = 0 (new customer)
  - Cart total > $75
  - Customer email NOT contains "@example.com" (exclude test)
ANY:
  - Product from collection "Best Sellers" in cart
  - Product from collection "New Arrivals" in cart

Use case: Show loyalty program signup to new customers making substantial first purchase

Pattern 6: Conditional Gift Wrapping

ANY:
  - Cart attribute "gift" = "true"
  - Product tag "giftable" in cart
  - Product from collection "Gifts" in cart
AND ALL:
  - Cart total > $25
  - Shipping method does NOT contain "Express"

Use case: Offer gift wrapping when order appears to be a gift and shipping allows time

Real-Time Evaluation

All rules evaluate in real-time as customers interact with checkout:

• Cart total rules update when products are added/removed
• Shipping method rules activate when shipping method is selected
• Discount code rules trigger when codes are applied
• Product rules evaluate as cart contents change

Display Rules with Market Targeting

Display Rules work seamlessly with Market Targeting. You can:

1. Use Market Targeting to limit components to specific markets
2. Use Display Rules within those markets for additional targeting
3. Combine both for precise control

Example: Market Targeting limits to "United States", then Display Rules show only when cart total > $100

Tips for Effective Display Rules

1. Prioritize Customer Experience

Don't over-segment. Too many conditional components can make checkout unpredictable.

2. Test Edge Cases

Test what happens when rules conflict or when customers modify carts.

3. Use Preview Mode

Use live preview to simulate different rule conditions during setup.

4. Document Your Logic

For complex rule sets, document your intent for future reference.

5. Monitor Analytics

Use analytics to see which rules are working and which components never display.

6. Start Broad, Then Narrow

Begin with broad rules and narrow based on performance data.

7. Combine with A/B Testing

Use component duplication to test different rule combinations.

Limitations

• Universal Components v3 only
• Rules evaluate client-side in real-time
• Complex nested rules may have minimal performance impact

Technical Notes

• Rules are evaluated client-side for instant response
• Changes to cart/checkout trigger immediate re-evaluation
• No limit on number of rules per component
• Nested groups support unlimited depth (though simpler is better)