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Filters

The WooCommerce Zapier Integration extension allows you to create custom filters that control when Zaps fire.

They are easy to create – you can review some of the examples below to get some ideas.

Resources

When working with filters, you may find these resources useful:

How to Add Filters

When creating a Zap, you will see a section allowing you to add custom filters for your Zap.

Use the +/- buttons to add/delete filters using AND logic. Or click the Add OR Filter button to add a filter with OR logic.

Add a Zapier Filter

Add a Zapier Filter

Filters and Case Sensitivity

When Zapier matches the values in your filters, you can choose ‘Exactly matches’. However Zapier doesn’t include case in the ‘exactly’ part of that definition. So if you set up a filter for to Exactly match a phrase, the exact match is on the letters in that value, not the case. So PROCESSING, Processing or processing would all match the WooCommerce status (which is lowercase – processing).

This behaviour could potentially change in the future, so it is probably best to use the correct case for your filter values anyway.

Filter: Order shipped to US

Filter: Order shipped to US

Filter: Order shipped to US

 

Filter: Orders shipped to US AND total order value over $150

Custom Zapier Filter US Orders over $150

Custom Zapier Filter US Orders over $150

Filter: Order shipped to US OR AU

Zapier Filter: Ship to US or AU

Zapier Filter: Ship to US or AU

 

Filter: Status is changing to cancelled

Filter: Order status cancelled

Filter: Order status cancelled

 

Filter: Status is changing from processing to refunded

Filter: Processing to Refunded

Filter: Processing to Refunded

 

Filter: Opted in to mailing list

This technique uses the WooCommerce Checkout Field Editor plugin to add a Subscribe to our mailing list? checkbox to your WooCommerce checkout page:

WooCommerce Checkout Field Editor: Mailing List Field

WooCommerce Checkout Field Editor: Mailing List Field

 
The new mailing_list field is then available in a Zapier zap.

The checkbox field has a value of 1 when the customer ticks the checkbox during checkout, and an empty value if the checkbox is left unticked during checkout.

This allows a Zap to be created that only acts on orders where the customer explicitly ticked the subscribe checkbox during checkout:

Filter: Opted in to Mailing List

Filter: Opted in to Mailing List

 
This is the recommend approach for mailing list services, as it ensures that you only subscribe customers that explicitly opt-in to your mailing list.

Note: this requires version 1.1.0 (or later) of the WooCommerce Zapier plugin. Prior versions do not send custom field data to Zapier.

Filter: Order Line Items

You can (for example) use a filter to act on orders for products in a particular product category or product tag.

At this point in time, it is only possible to perform a text-based search/filter on the entire line_items data field.

For example, you might create a product tag called “subscribetomailinglist”, and that way an order for any product with the “subscribetomailinglist” tag could be detected in Zapier and subscribed to an email service such as MailChimp:

Filter: Line Items

Filter: Line Items

Our recommendation is to use tag names that are unique, so that their name/text is unlikely to occur in any other line item information (product name, categories, etc).

See the data specification for a list of what data is included line_items data field.

Improved line items filtering won’t be available until Zapier improves its support for data fields containing array data.

Zapier’s Help Resources on Filters

You may also wish to check out Zapier’s help information on filters.

Got any tips to share?

Please share your experience and tips on useful filters using the Comments.

 

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