What are Data Sources?
Data Sources (aka the rules engine) are the heart of the Rebuy Engine. The rules engine leverages AI and conditional rules (ie. IF this THEN that) rules to make it possible to tailor merchandising widgets across the entire customer journey from homepage to cart, checkout, post-purchase, and beyond.
Data Sources rules are made up of two sections, ‘IF’ and ‘THEN’, which is referred to as “RETURN” in Rebuy Data Sources. Each section can have multiple rules leveraging different objects to power personalization. For more information on the various objects in each section and how they can be used, read the Anatomy of Data Sources section of this document.
Breaking Down Conditional Rules
As mentioned above, conditional rules are made up of ‘Ifs’ and ‘Thens’. While both portions of the rule can have multiple objects, the ‘If’ portion of the rule combines the objects using “And” or “Or”. Below are two examples of how rules can look the same but be very different using “And” and “Or”.
Rule 1 only gets ice cream when it’s been a rough day and it’s Friday. If it’s a rough day but not Friday, no ice cream. If it’s a Friday, but not a rough day, no ice cream. However, Rule 2 gets ice cream if one of either of the options are true. Meaning you’re getting ice cream if it’s been a rough day or it’s a Friday. (🎉 seems like the real winner to me!)
Anatomy of Data Sources
Within a Data Source there are four different parts that are combined to create the rule. Those four parts are:
Object: This will be Product, Cart, Customer, Input Product, etc.
Attribute: This will be Product Tag, Product Vendor, Product Handle, Cart Total, etc.
Operator: This will be Contains Any, Doesn’t Contain Any, Contains All, Equals, etc.
Value: This will be the words you input in the rule like “blue-shirt”. Ex: “If Product Tag contains “blue-shirt”.
The tables below are grouped by object, and outline the corresponding attribute, operator and values. The tables will look something like the following:
Attribute | Operator | Value |
Below each table are keys—aka tips and tricks—for each object group. While we tried to cover as many use cases and as much additional helpful information as possible, this is not an exhaustive list.
With that in mind, let’s dive in!
IF Section
This section of the Data Source is where we set what conditions need to be met in order for the Return portion to be presented or shown.
Anything
This means that any customer, product, URL, etc. will trigger the Return portion of the rule. 🔑 Use this when you want the rule to render at all times.
Order Rules
Order Tags | Equals Anything, Contains Any, Does Not Contain Any, Contains All, Equals, Does Not Equal | Search Order Tags // select one or more order tags |
Product Rules
Products | Equals Anything, Contains Any, Does Not Contain Any, Contains All, Equals, Does Not Equal | Search Products // select one or more products from your product catalog |
Product Tags | Equals Anything, Contains Any, Does Not Contain Any, Contains All, Equals, Does Not Equal | Search tags // select one or more product tags |
Product Title | Contains, Does Not Contain, Equals, Does Not Equal | Type the word/phrase you want included or excluded |
Product Vendor | Contains, Does Not Contain, Equals, Does Not Equal | Type the word/phrase you want included or excluded |
Product Type | Contains, Does Not Contain, Equals, Does Not Equal | Type the word/phrase you want included or excluded |
Product Handle | Contains, Does Not Contain, Equals, Does Not Equal | Type the word/phrase you want included or excluded |
🔑 Remember, when using ‘Equals’ or ‘Does Not Equal’ you need to type the exact word/phrase you want used. With ‘Contains’ or ‘Does Not Contain’, you can type keywords or partial phrases. ‘Equals’ requires an exact match where ‘Contains’ only looks for the words or phrases regardless of if there are other words around it.
Input
Input Products | Contains, Does Not Contain | Select Subscription Products or One-Time Products |
Collection Rules
Collection | Equals Anything, Contains Any, Does Not Contain Any, Contains All, Equals, Does Not Equal | From a drop-down list, select one of your existing collections |
Collection | Does Not Equal |
|
Customer Rules
Customer | — | — |
Customer Tags | Equals Anything, Contains Any, Does Not Contain Any, Contains All, Equals, Does Not Equal | Type the tags you want included/excluded; if using more than one, separate with a comma |
Customer Order Count | Is Greater Than, Is Less Than, Is Equal To | Type the number you want used for the rule |
Customer Total Spent | Is Greater Than, Is Less Than, Is Equal To | Type the total dollar amount you want used for the rule |
Cart Rules
Cart | Contains, Does Not Contain | Search and select the products you want used for the rule |
AND Product Quantity | Less Than, Greater Than, Equals | Type the quantity of the specific product you want required for the Return to be shown |
Cart Subtotal | Is Greater Than, Is Less Than, Is Equal To | Type the subtotal dollar amount you want used for the rule |
Cart Line Count | Is Greater Than, Is Less Than, Is Equal To | Type the number of lines in the cart you want used for the rule |
Cart Item Count | Is Greater Than, Is Less Than, Is Equal To | Type the number of items in the cart you want used for the rule |
Cart Subtotal functions on it’s own and can not be combined with other rules for specific outcomes. For example, if a merchant is running a vendor specific promotion, say $10 off when you purchase $50 in Tarte products, you can not set that up using a combination of Cart Subtotal and Product Vendor.
Date Rules
Date | Is Before, Is After | Select a date and time using the calendar icon, or type a date and time following the format in the ghosted text (Note: you can select only a date if you don’t want to select a time as well.) |
Use two date rules—one with a ‘Before’ and one with an ‘After’ operator—to create a date range.
URL Rules
URL | Contains, Does Not Contain, Equals, Does Not Equal | When using ‘Equals’ or ‘Does Not Equal’ – Type the complete URL you want used for the rule
When using ‘Contains’ or ‘Does Not Contain’ – Type key words or phrases you want used for the rule (Note: if using more than 1 URL or phrase, separate with a comma) |
Leverage URL to tailor rules to specific audiences like customer email/SMS or paid ad traffic.
Geolocation Rules
Country Code | Contains, Does Not Contain, Equals, Does Not Equal | Type the country code you want used for the rule |
Country Name | Contains, Does Not Contain, Equals, Does Not Equal | Type the country name you want used for the rule |
Province Code | Contains, Does Not Contain, Equals, Does Not Equal | Type the province code you want used for the rule |
Province Name | Contains, Does Not Contain, Equals, Does Not Equal | Type the province name you want used for the rule |
Continent Code | Contains, Does Not Contain, Equals, Does Not Equal | Type the continent code you want used for the rule |
Continent Name | Contains, Does Not Contain, Equals, Does Not Equal | Type the continent name you want used for the rule |
City Name | Contains, Does Not Contain, Equals, Does Not Equal | Type the city name you want used for the rule |
Postal Code | Greater Than, Less Than, Equal To | Type the postal code you want used for the rule |
Latitude | Greater Than, Less Than, Equal To | Type the latitude coordinate you want used for the rule |
Longitude | Greater Than, Less Than, Equal To | Type the longitude coordinate you want used for the rule |
Please note that the accuracy of our geo-location provider is subject to certain limitations and can vary depending on various factors such as the quality of the IP address data, network infrastructure, and other technical factors. We do not guarantee the accuracy of these geo-based rules and recommend using them as a general guide rather than relying on them for precise geolocation purposes.
RETURN Section
This section of the Data Source is where we set what will be shown if the conditions of the If portion are met.
Product
No Products Select this if you’d like the widget to Return no products. | – | – |
Input Products Select this to return the products that are being used on the If side of the rule. | – | – |
Specific Products | – | Search for specific products and select the products you’d like returned for the rule |
Products with Tags | Contains Contains ALL Matched Input Tags Contains ANY Matched Input Tags | Enter tags, separated with commas – – |
Endpoint | – | Select the input you’d like used for this rule from the drop-down list Default Endpoints:
|
Collection | Select the collection you want used for this rule | Select “Sort By” option:
|
Product Filters
Product Price | Less Than, Less Than or Equal To, Equal To, Greater Than, Greater Than or Equal To | Type the dollar amount you want used for this rule. This rule must be used accompanied by a and "and" condition to return products. |
Here are two different use cases for Product Price to get your wheels turning:
Create a price range for products returned, for example, Product Price is greater than 75 AND Product Price is less than or equal to $200. This means the Data Source will select products that fall in the $75.01 and $200 price range.
Product Price + Cart Subtotal + Cart Widget | IF Cart Subtotal is less than or equal to $50 RETURN Product Price less than or equal to $30.
When setting up a rule that involves the selection of "Product Price" as a return condition, it is essential to ensure that you include an "and" condition to return products. The available product return options include:
Input Products
Specific Products
Products with Tags
Products with Matching Metafields
Endpoints
Collection
Product Settings
Product Discount | Percentage, Fixed | Enter the percentage discount or dollar amount you want used for the rule |
Product Quantity | – | Type the number of items you want added to the cart from the widget. (Ex: if you set the value to 3, then when the item is added to the cart from the widget it will add 3 x items) |
Product Limit | – | Type the number of products you’d like the rule block to be limited to (Ex: if you set the value to 3, then the rule will only return 3 products.) |
If you use Product Discount you must also make sure you have the discounting mechanism set up to ensure the discount is applied in the cart and at checkout. Rebuy does NOT perform the actual discounting for the widgets.
Widget Language
There are currently some Language options in the Data Source UI that are N/A for current Checkout Extension and Post Purchase widgets
Super Title | Type custom language for the widget’s Super Title here |
Title | Type custom language for the widget’s Title here |
Description | Type custom language for the widget’s Description here |
Variant Option | Typing language in this field and the Variant Options field will override the settings in the widget editor. |
Variant Options | Typing language in this field and the Variant Option field will override the settings in the widget editor. |
Add to Cart | Type custom language for the widget’s ‘Add to Cart’ language here |
Adding to Cart | Type custom language for the widget’s ‘Adding to Cart’ language here |
Added to Cart | Type custom language for the widget’s ‘Added to Cart’ language here |
Remove from Cart | Type custom language for the widget’s ‘Remove from Cart’ language here |
Removing from Cart | Type custom language for the widget’s ‘Removing from Cart’ language here |
Removed from Cart | Type custom language for the widget’s ‘Removed from Cart’ language here |
Sold Out | Type custom language for the widget’s “Sold Out” language |
Decline | Type custom language for the widget’s “Decline” button for an offer being presented |
Thank You Title | Type custom language for the Thank You Page title |
Thank You Description | Type custom language for the Thank You Page description |
Thank You Button | Type custom language for the Thank You Page button |
Use these Return options to create custom language on the widget in a variety of places. You can also use metadata to hyper-personalize language (e.g., Faves Picked For You, Molly!).
Metadata Objects You Can Use In Widget Data Sources
Product Title – {{ metadata.input_products[0].title }}
Customer First Name – {{ metadata.shopify_customer.first_name }}
Vendor – {{ metadata.input_products[0].vendor }}
For more info, check out this help doc, or keep reading, there is more in-depth info below.
Widget Settings
Widget Discount | Percentage, Fixed | Enter the percentage discount or dollar amount you want used for the rule |
If you use Product Discount you must also make sure you have the discounting mechanism set up to ensure the discount is applied in the cart and at checkout. Rebuy does NOT perform the actual discounting for the widgets.
Custom Data
Data (String) | Key - We explain these in detail below. | Value - We explain these in detail below. |
Data (Number) | Key | Value |
Data (JSON) | Key | Value |