Data Sources are the rules engine that powers every Rebuy widget. They use conditional IF / RETURN logic combined with AI endpoints to control which products a widget surfaces across the customer journey, from homepage to cart, checkout, post-purchase, and beyond.

A Data Source rule is built from two halves:

Understanding rule evaluation is critical for setting up Data Sources that behave as expected. Three behaviors govern how Rebuy processes a Data Source.

Rebuy evaluates Data Source rules sequentially from top to bottom. The order of your rules directly impacts which products get returned. Position your most specific or highest-priority rules at the top of the list. Broad catch-all rules, such as IF Anything, should always sit at the bottom because they fire only when no rule above them matches.

Evaluation is cumulative, not first-match-wins. If a widget is configured to display 10 products and the first matching rule only returns 5, Rebuy keeps evaluating rules below it to fill the remaining 5 slots. To stop this, enable Exit If Matched on the rule.

The Exit If Matched toggle stops the Data Source from evaluating further rules once that rule's IF conditions are met. This is useful when you want a specific rule to override broader rules listed further down, or when you want to prevent widget refill behavior after a customer adds a product. Setting path: Data Source > Rule > Exit If Matched.

When the IF section of a single rule contains multiple conditions, you can combine them with AND or OR.

Every Data Source rule is built from four parts.

A complete rule reads as: IF [Object] [Attribute] [Operator] [Value], THEN RETURN [Return Type].

Example logic block:

Filters apply before any rule is evaluated. They control which products are excluded from the widget's output globally for this Data Source.

Prevents the Data Source from returning products with zero stock. If a product is configured in Shopify to continue selling when out of stock, this filter will not prevent it from being returned.

Prevents out of stock variants from displaying in the product's variant selector inside the widget.

Prevents the Data Source from returning input products. On cart widgets, the input products are the items already in the cart. On product page widgets, the input product is the featured product on the page. For Post Purchase widgets, the input products are the items in the customer's recent order.

Click Add Exclusion Filter inside the Data Source to exclude specific products from this Data Source only. For a global exclusion across every Rebuy widget on the store, assign the Shopify product tag exclude_rebuy to the product. Learn more in the Exclusion Filters article.

Every IF rule type available in Rebuy Data Sources, with the operators each rule supports. Full details for each rule are in the sections below.

Detailed reference for every IF rule type. Each section includes what the rule does, the supported operators, the value type, and a sample logic block.

The IF Anything rule is always true. Use it at the bottom of a Data Source as a catch-all that fires when no rule above matches. Always pair it with Exit If Matched disabled so it fills remaining slots after more specific rules above.

Targets or excludes input products by whether they are a subscription product or a one-time product. The input product is the featured product on a product page, or the products in the cart for cart widgets.

Operators: Contains, Does Not Contain.

Value: subscription or one-time.

Targets or excludes specific products selected from the Shopify catalog. Selection happens at the product or variant level.

Operators: Equals Anything, Contains Any, Does Not Contain Any, Contains All, Does Not Contain All, Equals, Does Not Equal.

Value: one or more products selected from a searchable product picker.

The difference between Equals and Contains matters in carts with multiple products: Equals requires the cart to contain only the specified products, while Contains Any fires if any of the specified products are present, regardless of what else is in the cart.

Targets or excludes products based on the Shopify product tags assigned to them.

Operators: Equals Anything, Contains Any, Does Not Contain Any, Contains All, Does Not Contain All, Equals, Does Not Equal, Regular Expression.

Value: one or more product tags.

Targets or excludes products by their title text.

Operators: Contains, Does Not Contain, Equals, Does Not Equal.

Value: a word or phrase to match against the product title.

With Equals or Does Not Equal, the rule requires an exact title match. With Contains or Does Not Contain, the rule matches partial phrases anywhere inside the title.

Targets or excludes products by their Shopify vendor.

Operators: Contains, Does Not Contain, Equals, Does Not Equal.

Value: a vendor name.

Targets or excludes products by their Shopify product type.

Operators: Contains, Does Not Contain, Equals, Does Not Equal.

Value: a product type.

Targets or excludes products by their Shopify product handle (the URL slug).

Operators: Contains, Does Not Contain, Equals, Does Not Equal.

Value: a product handle.

Fires when the input product has a populated metafield matching the namespace.key entered. Most commonly paired with the Products with Matching Metafields RETURN option to recommend products that share a metafield value with the input product, such as recommending products with the same custom.color_name.

Operators: Equals.

Value: the metafield namespace and key in the format namespace.key, for example custom.color_name.

Full setup steps are in the Metafield Data Source Rules article.

Targets or excludes products based on the Shopify collections they belong to.

Operators: Equals Anything, Contains Any, Does Not Contain Any, Contains All, Does Not Contain All, Equals, Does Not Equal.

Value: one or more collections selected from a dropdown.

Learn more about Collection rules.

Fires when at least one item in the customer's cart has a Shopify inventory level that meets the operator condition. Use this rule to surface restock-friendly recommendations, low-stock urgency offers, or fallback products when any cart item is running low.

Operators: Is Less Than, Is Greater Than, Is Equal To, Is Not Equal To.

Value: a number representing Shopify inventory level for the cart item.

Fires when every item in the customer's cart has a Shopify inventory level that meets the operator condition. Stricter than Any Cart Item's Inventory because all cart items must satisfy the threshold.

Operators: Is Less Than, Is Greater Than, Is Equal To, Is Not Equal To.

Value: a number representing Shopify inventory level for the cart item.

Fires when a Shopify customer ID is present, in other words, when the customer is logged in. Use this to scope rules to logged-in customers only.

Operators: none. The rule fires whenever a customer ID is present.

Value: none.

Targets or excludes customers based on the Shopify customer tags assigned to them.

Operators: Equals Anything, Contains Any, Does Not Contain Any, Contains All, Does Not Contain All, Equals, Does Not Equal.

Value: one or more comma-separated customer tags.

Targets customers based on how many Shopify orders they have placed.

Operators: Is Greater Than, Is Less Than, Is Equal To.

Value: a number.

Targets customers based on their lifetime spend in Shopify.

Operators: Is Greater Than, Is Less Than, Is Equal To.

Value: a dollar amount.

Targets the rule based on what is currently in the customer's cart.

Operators: Contains All, Contains Subscription, Does Not Contain Any.

Value: one or more products selected from the catalog. Contains Subscription fires whenever any cart line item has a subscription selling plan attached.

Targets the rule based on the cart subtotal.

Operators: Is Greater Than, Is Less Than, Is Equal To.

Value: a dollar amount.

Targets the rule based on the number of distinct line items in the cart. Two different variants of the same product count as two line items.

Operators: Is Greater Than, Is Less Than, Is Equal To.

Value: a number.

Click Add Condition on the Cart Line Item Count rule to scope the count to a subset of cart items. Two scoping options are available.

Targets the rule based on the total quantity of items in the cart. Three of the same product count as three items.

Operators: Is Greater Than, Is Less Than, Is Equal To.

Value: a number.

Click Add Condition on the Cart Total Item Count rule to scope the count to a subset of cart items. Two scoping options are available.

Targets the rule based on the customer's approximate location. Geolocation is derived from the visitor's IP address.

Targets customers based on Klaviyo customer segments. Rebuy matches the customer's email from Klaviyo segment profiles to the Shopify customer record.

Operators: Contains User, Does Not Contain User.

Value: a Klaviyo segment selected from the dropdown. Available segments are pulled from your connected Klaviyo account.

Segments must be managed and updated inside Klaviyo. Changes sync to Rebuy automatically. Learn more about Klaviyo segments in Data Sources.

Controls when the Data Source rule is active based on the store's timezone. To create a date range, combine two Date rules in the same rule block with AND logic: one with Is After and one with Is Before.

Operators: Is Before, Is After, Equals.

Value: a date and optional time selected from the calendar picker.

Learn more about Date rules.

Targets the rule to specific page URLs or traffic sources, including UTM parameters.

Operators: Contains, Does Not Contain, Equals, Does Not Equal.

Value: a URL or a partial URL string. For multiple values, separate with commas. With Equals or Does Not Equal, the full URL must match. With Contains or Does Not Contain, the rule matches partial strings such as UTM parameter values.

Learn more about URL and UTM rules.

Targets customers based on the Shopify tags applied to their previous orders. The Order Tags rule does not use operators. Instead, the tag picker is populated with values synced directly from Shopify, and the rule fires when the customer's previous orders match any of the selected tags.

Operators: none.

Value: one or more order tags selected from the synced Shopify tag picker.

Every RETURN option available in Rebuy Data Sources, organized by the six Object categories: Products, Product Settings, Product Filters, Widget Language, Widget Setting, and Custom Data. Full details for each option are in the sections below.

The Products RETURN object outputs products to the widget. Eight sub-options are available, each defining a different source for the products returned.

Outputs the same products used in the IF section. Common in widgets where the input product itself should be re-surfaced, such as a Cross-Sell that recommends adding more of the same item.

Outputs nothing for this rule. Useful when paired with a specific IF condition that should suppress the widget entirely, such as IF Cart Contains Subscription → RETURN No Products.

Outputs hand-selected products from a searchable product picker. Used when the merchant wants explicit, manual control over which products the widget recommends.

Outputs products that have the specified Shopify product tags assigned. Three operators are supported.

Each of the three operators above supports two Sort By options that control the order of the returned products.

Outputs products that share the same metafield value as the input product for the specified namespace.key.

For example: with the rule set to custom.color_name, if the input product has custom.color_name = "Red", Rebuy returns every product in the catalog where custom.color_name also equals "Red".

This RETURN option is typically paired with the IF Product Has Metafield condition to ensure the rule only fires when the input product has the relevant metafield populated.

Outputs products from a Rebuy AI or behavioral endpoint selected from the dropdown. See Data Source "Endpoints" - General Overview for more details.

Outputs products from a selected Shopify collection. Sort options control the order in which products are returned.

Outputs the specific products that have been manually assigned to the input product via a Shopify list.product_reference metafield. This gives merchants editorial control over per-product recommendations, such as a Complete the Look widget that recommends curated accessories.

Full setup steps for both metafield RETURN types are in the Metafield Data Source Rules article.

Product Settings apply per-rule controls to how returned products behave or display in the widget, including discount labels, add-to-cart quantity, and product limits. Three settings are available.

Applies a visual discount label to products returned by this rule.

Type Options: Percentage, Fixed.

Value: a percentage (for Percentage) or a dollar amount (for Fixed).

Controls how many units are added to the cart when the customer adds the widget product.

Value: a number. Setting this to 3 means each click adds 3 units of the product.

Caps how many products this rule block returns. Setting this to 3 means the rule will return at most 3 products, even if more match the IF conditions.

Product Filters restrict the products returned by the rule's RETURN Products output. Filters are not standalone RETURN options, they must be combined with a Products RETURN option using AND logic.

Restricts the price range of products that will be returned. The Product Price filter is not a standalone RETURN option, it must be combined with another RETURN type using AND logic.

Operators: Less Than, Less Than or Equal To, Equal To, Greater Than, Greater Than or Equal To.

Value: a dollar amount.

Product Price must be paired with one of: Input Products, Specific Product, Products with Tags, Products with Matching Metafields, Products In Metafield, Endpoint, or Collection.

Widget language settings override the default text on the widget for this specific rule, including titles, button labels, and state messages. Useful for tailoring widget copy to specific audiences or product types.

Sixteen language fields can be overridden, in UI order.

Insert dynamic values into widget language using metadata variables. For example, {{ metadata.shopify_customer.first_name }} renders as the customer's first name. A title like Faves Picked For You, {{ metadata.shopify_customer.first_name }}! displays as Faves Picked For You, Molly! for a customer named Molly.

Available metadata variables:

For more detail, see How to Configure Custom Languages Using Data Sources.

Widget Setting options apply visual overrides to the widget output for this specific rule.

Applies a visual discount label across all products returned by this rule. Supports Percentage or Fixed dollar amounts.

Custom Data passes additional key-value pairs to the widget for advanced personalization or developer-driven customization.

For full setup steps, see Custom Data Sources and Metadata.

Known limitations and rule combinations that are not supported.

Cart Subtotal cannot be combined with other rule types to create vendor-specific or product-specific spend conditions. For example, "$10 off when you spend $50 on Tarte products" is not supported, because Cart Subtotal evaluates the entire cart total, not the subtotal of a vendor or product subset. Cart Subtotal must be used as a standalone IF condition.

Data Source rules cannot evaluate Shopify line item properties or cart attributes. This applies even for A/B testing tools that pass tracking data through these fields.

Metafield Data Source rules operate at the product level only. Variant-level metafield values cannot be used as IF conditions or RETURN values.

The Dynamic Bundle Widget cannot use variant-specific IF rules for the input product. The rule must use IF Products Contains Any with the product selected at the product level (all variants). RETURN items can still be variant-specific.

Rebuy recommends keeping Data Source rules to 30 or fewer per Data Source. The hard maximum is 50. Exceeding the recommended limit can cause slow widget load times and failed Data Source saves. To scale beyond 50 rules, use Custom Endpoints to chain multiple Data Sources together, switch from individual product rules to tag or collection rules, or use multiple widgets each with their own Data Source.

Data Sources are tied to product IDs within the current Shopify store. They cannot be exported to or imported from another store.

Yes. On the Data Sources page, click the three dots next to the Data Source you want to duplicate and select Duplicate Ruleset.

If no rule's IF conditions are met, the widget displays nothing. The widget remains installed on the page, but no products are surfaced until the conditions are satisfied.

Three approaches scale Data Sources beyond 50 rules:

Check for overlapping IF criteria, such as including and excluding the same product or tag in the same Data Source. Position the most specific rules at the top and catch-all rules at the bottom. Rebuy evaluates rules top to bottom, so a catch-all near the top will override the specific rules below it.

Use the Preview tool inside the Data Source editor to verify the expected products are returned for each rule. Then simulate the rule conditions on the storefront: add the relevant products to a test cart, visit the relevant page, or check the widget while logged in as a tagged customer.

Use descriptive names that reflect the Data Source's purpose and the widget context. For example, "Product Page Cross-sell by Tag - Apparel" is clearer than "Data Source 12". Clear names make it easier to identify the right Data Source when building or editing widgets.

Only the Gift With Purchase Widget and the Tiered Progress Bar automatically add a product to the cart when their IF conditions are met. All other Rebuy widget types display product recommendations for the customer to select and add manually.