Rules Overview

CheckoutMate supports four types of rules, each controlling a different aspect of the Shopify checkout experience.

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Rule types at a glance

Type	Controls	Common use cases
Discount	Automatic discounts	VIP pricing, bulk discounts, free shipping thresholds
Payment	Payment method visibility	Hide COD for large orders, surface BNPL for specific customers
Delivery	Shipping option visibility	Hide standard shipping for rural postcodes
Validation	Order blockers	Enforce minimums, prevent invalid combinations

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Creating a rule

1. Go to Rules in the sidebar
2. Click New Rule
3. Select a rule type
4. Configure conditions and actions
5. Click Activate rule

Or start from a template to skip the blank-slate setup.

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Rule states

State	Description
Draft	Saved but not active — never evaluates at checkout
Active	Live at checkout, evaluating every order
Paused	Temporarily disabled — reactivate anytime

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Conditions

Conditions define when a rule applies. CheckoutMate supports:

Condition field	Example
Cart total	Cart total > $100
Item count	Item count >= 5
Customer tag	Customer tag = wholesale
Product in cart	Cart contains SKU-123
Shipping country	Shipping country = US
Customer order count	Customer order count >= 3
Customer total spent	Customer total spent >= $500
Discount code	Discount code contains SUMMER

Multiple conditions use AND logic — all must be true for the rule to fire.

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Actions

Each rule type has specific actions. See individual rule type pages for the full action list.

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Rule limits

Your active rule count is capped by your plan. See Plans & Billing for limits. Paused and draft rules don't count toward the limit.