Use matching conditions

Matching conditions is the third mode on the Product conditions tab. Instead of listing products, you describe them: a collection they belong to, a word in their title, a tag they carry. Any product that fits is discounted, including the ones you add to your catalogue later.

How the rules combine

Two rules govern the whole tab:

• Between conditions — AND. A product gets the discount only when it matches every condition you turn on.
• Within one condition — OR. Matching a single value of that condition is enough.

An exclusion overrides everything: a product that matches an exclusion never gets the discount, even when it matches every condition above.

Note

Turning a condition off keeps the values you picked, so switching it back on does not make you choose everything again.

Set up matching conditions

1. Switch the product mode

   Open a discount, go to the Product conditions tab, and select Matching conditions — Discount every product that matches the collections, titles or tags you set.

   

   Choosing Matching conditions reveals the condition list below.

   The section opens with an orange banner — No condition is set up yet. Until then this discount does not apply to any product. It clears as soon as one condition is turned on and given a value.

   

   A discount with no condition matches nothing, so the warning stays until you set one.

2. Turn on the conditions that describe your products

   Products to include holds three conditions. Tick the ones you need — each opens its own editor underneath.

   Condition	Matches when…	You add
   In these collections	The product belongs to at least one of the selected collections.	Collections, through the Shopify collection picker.
   Product title contains	The product title contains one of the keywords. Not case sensitive.	Keywords you type.
   Has these tags	The product carries at least one of the selected tags.	Product tags from your store.

   

   Each row explains how it matches, so you never have to guess.

   A counter on the right of each active row shows how many values it holds. A row with no value yet shows an orange Not set badge instead, and the banner at the top changes to Some conditions have no value yet.

3. Add collections

   Under In these collections, click Add collections to open the Shopify collection picker, select the collections, and confirm. They appear as chips; the x on a chip removes it, and the button becomes Edit collections once at least one is selected.

   

   Any product in one of these collections matches the condition.

4. Add title keywords

   Under Product title contains, type a word into the keyword field and press Enter — or click Add. Each keyword becomes a chip you can remove with its x.

   Matching is not case sensitive, and a keyword matches anywhere in the title: hoodie matches Blue Hoodie and Hoodie Classic alike.

   

   Press Enter after each keyword to add it to the list.

   Note

   Several keywords in the same condition are an OR: a title only has to contain one of them.

5. Add product tags

   Under Has these tags, click Add tags to open the Product tags popover, which lists the tags used in your store. Tick the ones you want, use the search field to narrow a long list, or click Load more tags to fetch the rest.

   To use a tag that is not in the list yet, type it into the search field and click Add tag “…”.

   

   The tag list comes from the products in your store.

6. (Optional) Leave products out

   Exclusions is optional and sits below the include conditions. It holds four conditions, each working like the ones above:

   Exclusion	Leaves out
   Except these products	Individual products, even when they match a condition above.
   Except products in these collections	Every product of the selected collections.
   Except titles containing	Products whose title contains one of the keywords.
   Except these tags	Products carrying one of the selected tags.

   

   An exclusion always wins over the conditions above it.

   Note

   Exclusions work on their own too. Turn on only exclusions and the discount covers every product in the cart except the ones you take out.

7. Check the summary

   A This discount applies to box appears at the bottom of the tab as soon as a condition has values. It lists each active condition and its values, so you can read back what the discount covers before saving.

   

   The summary is the quickest way to confirm the rules say what you meant.

   Click Save when it matches your campaign.

Worked examples

Goal	Conditions to turn on
Discount one collection	In these collections → Winter Sale.
Discount one collection, but not clearance items	In these collections → Winter Sale, plus Except these tags → clearance.
Discount hoodies inside a collection	In these collections → Apparel, plus Product title contains → hoodie. A product must be in the collection and have hoodie in its title.
Discount two tags at once	Has these tags → snowboard, winter. A product with either tag matches.
Discount everything except two products	Only Except these products, with those two products.

Common mistakes

Caution

Turning on a condition and leaving it empty
An active condition with no value blocks the save. Either add a value or untick the condition — the banner Some conditions have no value yet tells you which case you are in.

Caution

Stacking conditions that no product satisfies
Conditions combine with AND. In these collections → Apparel together with Has these tags → snowboard only matches products that are in Apparel and tagged snowboard. If the result is empty, split the campaign into two discounts instead.

Next steps

• Create an automatic discount — the full setup for a discount that applies at checkout.
• Create a discount code — the same conditions, behind a code.
• Discounts overview — statuses, plan limits, and how discounts connect to badges.

Tip

Need support?

If you run into any difficulty while following these steps, contact us at [email protected].