Step 2 – Product Selection

Step 2 of the Campaign Wizard determines which products will receive your discount. You can target your entire catalog, specific products, or use smart filters to automatically select products based on criteria.

Product Categories Card #

Before selecting products, you can optionally filter by category:

Category Filter #

• Select one or more product categories
• Products from selected categories form your product pool
• Leave empty to include all categories
• Type to search for categories by name

How It Works:

1. Selected categories create the base product pool
2. Your selection method (below) then picks from this pool
3. Empty selection = all categories included

Select Products Card #

Choose one of four selection methods:

All Products #

Apply the discount to every product in your selected categories (or entire store if no categories selected).

Best For:

• Store-wide sales
• Seasonal clearance events
• Simple promotional campaigns

Note: If you selected categories above, “All Products” means all products within those categories.

Random Products #

Automatically select a random subset of products from your pool.

Configuration:

• Number of products: 1-100
• Products are randomly selected when the campaign activates
• Different products may be selected each time the campaign runs
• Optional: Avoid same products in consecutive rotations for recurring/random cycles

Best For:

• Daily deal rotations
• Mystery discount promotions
• Keeping promotions fresh and unpredictable

Specific Products #

Hand-pick individual products using a search interface.

How to Select:

1. Type in the search box to find products
2. Search by product name, SKU, or ID
3. Click a product to add it to your selection
4. Click the X on selected products to remove them
5. Selected count shows at the bottom

Best For:

• Targeted promotions on specific items
• Clearance of particular products
• Promotional bundles or featured products

Smart Selection (Pro) #

Automatically select products based on business criteria. Products are dynamically selected based on your chosen filter.

Criteria	Description	Use Case
Best Sellers	Top performing products by sales	Promote popular items further
Featured Products	Products marked as featured in WooCommerce	Highlight showcase items
Low Stock	Products with 10 or fewer items in stock	Clear slow-moving inventory
New Arrivals	Products added in the last 30 days	Promote new additions

Advanced Filters Card (Pro) #

Pro users can add precise conditions to further filter products. This section appears below the selection method.

Condition Logic #

Choose how multiple conditions combine:

• All conditions (AND): Products must match every condition
• Any condition (OR): Products matching at least one condition are included

Condition Types #

Category	Condition	Description
Pricing	Price	Filter by product price (e.g., price > $50)
Pricing	Sale Price	Filter by existing sale price
Inventory	Stock Quantity	Filter by stock level (e.g., stock < 20)
Inventory	Stock Status	In stock, out of stock, on backorder
Product	Product Type	Simple, variable, grouped, external
Product	Product Tag	Filter by product tags
Metrics	Total Sales	Filter by number of units sold
Date	Date Created	Filter by when product was added

Operators #

Operator	Description	Example
Equals	Exact match	Stock status equals “in stock”
Not equals	Excludes exact match	Type not equals “grouped”
Greater than	Value is higher	Price > $100
Less than	Value is lower	Stock < 10
Between	Value in range	Price between $50 and $200
Contains	Partial text match	Tag contains “summer”

Include vs. Exclude Mode #

Each condition can operate in two modes:

• Include: Products matching the condition ARE included
• Exclude: Products matching the condition are EXCLUDED

Building Conditions #

1. Click “Add Condition” to create a new condition row
2. Select Include or Exclude mode
3. Choose the condition type from the dropdown
4. Select an operator
5. Enter the value(s)
6. Use the trash icon to remove conditions

Sidebar Information #

While on Step 2, the sidebar shows:

• Product count estimate
• Selected categories summary
• Selection method summary
• Active conditions list

Validation Requirements #

To proceed to Step 3:

• Select a product selection method
• If using “Specific Products,” select at least one product
• If using “Random Products,” specify a valid count (1-100)
• If using “Smart Selection,” choose a criteria
• Any conditions must be complete (type, operator, and value)

Tips for Product Selection #

1. Start Broad, Then Filter: Use categories first, then refine with conditions
2. Preview Before Proceeding: Check the product count in the sidebar
3. Consider Stock Levels: Avoid discounting out-of-stock products
4. Test Conditions: Use simple conditions first before building complex filters
5. Exclude Sale Items: Consider whether you want to double-discount items already on sale