Data Rules are the brain behind your widgets. They determine which products to show, when to show them, and to whom. Without Data Rules, widgets would just show random products—with them, you show the right products at the right time.
How Data Rules Work
Every widget connects to one or more Data Rules. Each rule has three parts:
Conditions - When should this rule apply?
Actions - What products should we show?
Widget Overrides - How should the widget look when this rule applies?
Think of it like this:
"WHEN a customer's cart is over $100, SHOW premium accessories, AND change the title to 'Complete Your Look'"
Why Data Rules Matter
Without Data Rules
Show random products
Same products for every visitor
No relevance to what they're browsing
Low engagement and conversions
With Data Rules
Show products relevant to current context
Different products for different situations
Personalized to customer behavior
Higher engagement and conversions
Types of Conditions
Conditions are organized into categories:
Customer Conditions
Based on logged-in customer data:
Is Logged In - Customer has an account and is signed in
Customer Tags - Customer has specific Shopify tags
Purchased Products - Customer has bought specific products
Customer Segments - Customer belongs to Shopify segments
Total Spent - Lifetime spending amount
Viewed Products - Products the customer has viewed (logged-in)
Visitor Conditions
Based on browsing behavior (no account required):
Is New Visitor - First-time visitor to your store
Is Returning Visitor - Has visited before
Viewed Products - Products viewed this session
Cart Conditions
Based on current cart contents:
Cart Subtotal - Total cart value
Items Count - Number of items in cart
Cart Contains Products - Specific products in cart
Cart Product Tags - Products with specific tags in cart
Cart Product Type - Product types in cart
Cart Product Vendor - Vendors/brands in cart
Cart Product Collections - Products from specific collections in cart
Page Conditions
Based on current page:
URL - Current page URL matches pattern
Time Conditions
Based on when the visitor is shopping:
Hour - Current hour of day
Day of Week - Current day (Mon-Sun)
Date - Specific date or date range
Klaviyo Conditions
Requires Klaviyo integration:
Segment Membership - Visitor belongs to Klaviyo segment
Types of Actions
Actions determine which products to show:
Product Selection (Recommenders)
AI-powered product selection:
Most Viewed - Products with highest view counts
Similar Items - Products similar to what's being viewed
Frequently Bought Together - Products commonly purchased together
Customers Who Viewed Also Viewed - Co-browsing patterns
Recommended for You - Personalized AI recommendations
Best Sellers - Top-selling products
Recently Viewed - Products the visitor has browsed
Buy It Again - Products the customer previously purchased
Product Inclusion
Manually add products:
Include Products - Select specific products
Include Collections - Add products from collections
Include Products by Tags - Add products with specific tags
Product Filtering
Remove products from results:
Exclude Products - Remove specific products
Exclude Out of Stock - Only show available products
Exclude Products with Tags - Remove products with tags
Exclude Source Product - Don't show the product being viewed
Filter by Price - Limit to price range
Widget Overrides
Widget Overrides let you change how your widget looks when a specific rule is triggered. This enables dynamic, context-aware messaging that adapts to your customer's situation.
Available Overrides
Override | Description | Example |
Title | Replace the widget's heading text | "VIP Exclusive Picks" for VIP customers |
Subtitle | Replace the widget's subtitle text | "Selected just for you" for returning visitors |
Add to Cart Button | Change the primary button text | "Add to Bundle" when showing bundle upsells |
added to Cart Button | Change the confirmation button text | "Added to Bundle!" after item is added |
Example: Personalized Messaging
Rule Condition | Title Override |
Customer is logged in + Total Spent > $500 | "VIP Picks Just for You" |
Customer is logged in | "Welcome back Sarah - You Might Like" |
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Data Rule Priority
When multiple rules could apply, they're evaluated top to bottom. The first rule whose conditions are met will be used, and its actions and widget overrides will apply.
Example:
Rule 1: VIP customers → Title: "VIP Picks"
Rule 2: Returning visitors → Title: "Welcome Back"
Default: Title: "Recommended"
A VIP customer who is also a returning visitor will see "VIP Picks" because Rule 1 is evaluated first.
Getting Started
Start simple - Create a basic rule with one condition and action
Test it - See which products the rule returns
Refine - Add conditions to narrow targeting
Add overrides - Customize messaging for the rule
Expand - Create additional rules for different scenarios