Configure funnel triggers - Hero Software Help Center | Productlane

Configure funnel triggers

Every trigger condition explained, and how conditions combine.

Triggers decide when a funnel is shown. Every completed checkout is checked against your active funnels; the first funnel whose trigger matches gets to show its offer. A funnel without a trigger matches every eligible order.

💡 In short: add one or more conditions. The funnel fires only when every condition is true. Inside a condition with several entries (for example five products), you choose whether any or all of them must be in the order.

The two trigger modes

Mode	When the funnel fires
After every purchase	Every eligible order. Use this for your catch-all funnel at the bottom of the list.
Conditional	Only when every condition you configure is met.

All available conditions

Based on what was bought

Condition	What it checks	Example
Products	The order includes (or excludes) the selected products or variants.	Bought "Protein Powder" → offer a shaker
Collections	A purchased product belongs to (or is absent from) the selected collections.	Anything from "Skincare" → offer a serum
Product tag	Purchased products carry (or do not carry) a tag.	Tag "starter-kit"
Product type	Purchased products have (or do not have) a product type.	Type "Coffee beans"
Product metafield	A product or variant metafield matches a value, has any value, or is empty.	Metafield "refillable" equals "yes"
Variant name	Purchased variant titles contain (or do not contain) a text, partial match, not case-sensitive.	Variant contains "500 g"
Variant on subscription	A product was bought on a selling plan (any product or a specific one).	Subscription customers get a different offer
Product quantity	The purchased quantity of specific products is more than, less than or exactly a number.	More than 2 of "Espresso Cups"
Item quantity	The total number of items in the order is more than, less than or exactly a number.	Exactly 1 item → offer a bundle

Based on the order

Condition	What it checks	Example
Order value	The order total is more than or less than an amount.	More than 80 € → offer a premium add-on
Currency	The customer paid in your store currency or in a foreign currency.	International shoppers see a different offer
Shipping destination	The delivery country is in (or not in) your list.	Only Germany and Austria
Date and time	The current time falls inside a start and/or end date, entered in your shop time zone.	Black Friday weekend only
Device type	The customer checked out on desktop or on a mobile device.	Mobile-optimized offer
UTM parameters	The visit that led to the order carried the configured campaign parameters. Needs the UTM capture theme extension (see the Setup guide).	Campaign "summer-sale" gets its own offer

Based on the customer

Condition	What it checks	Example
Customer language	The checkout language of the customer.	German shoppers only
Customer segments	The customer belongs to (or not to) your Shopify customer segments.	VIP segment
Order history	First order vs. customer has ordered before.	Welcome offer for first-time buyers
Order count	The customer's number of orders is more than, less than or exactly a number (the current order counts).	Exactly 3 orders → loyalty offer

How conditions combine

Between conditions: always AND. If you add "Order value more than 80 €" and "Shipping destination Germany", both must be true.

Within one condition: you choose. Conditions that take several entries (products, collections, tags, types, segments, variant names, metafields) have a switch:

Setting	Meaning	Example with three products
OR, any must match (default)	One hit is enough	Any of the three in the order → fires
AND, all must match	Every entry must be present	All three in the order → fires

The same switch exists on "excludes" rules: with OR, the funnel fires when at least one of the entries is missing; with AND, only when none of them is in the order.

⚠️ Important: a funnel that never fires is almost always a trigger that is too narrow. Stacking many conditions, or switching a long product list to "all must match", shrinks the audience quickly. Start broad, then narrow down.

Good to know

Guest checkouts have no customer record, so customer-based conditions (segments, order history, order count) never match for them. The funnel is simply skipped for guests.
If a condition cannot be evaluated (for example a product was deleted or Shopify did not return the data), the funnel is skipped rather than shown to the wrong customer. Safety first.
Discount code and discount percentage appear in the condition list but cannot be evaluated yet, because Shopify does not expose reliable discount data at this point of the checkout. A funnel that uses them will not fire for now. Leave these two out until we announce them in the changelog.
Product- and metafield-based conditions need the "read products" permission, customer-based conditions need "read customers". You are asked for these when installing or updating the app.

Which funnel fires when several match?

Funnels are evaluated top to bottom in your funnel list, and the first match wins. See What happens when multiple funnels match?.

Related articles

PrevWhen several funnels match

NextChoosing upsell products

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