Advanced Rules give you granular control over which orders get review requests and when. Instead of applying the same timing and settings to everything, you can create sophisticated conditions that match your business logic – excluding certain products, adjusting timing for others, or controlling discount distribution based on specific criteria.
What Advanced Rules Can Do
Advanced Rules act as smart filters that examine each order and make decisions about review requests. They can:
Exclude products from receiving review requests entirely
Adjust timing by adding or subtracting days from standard delays
Control discounts by preventing reward codes for specific items
Combine actions for more complex business logic
Prioritize rules with drag-and-drop ordering
Think of them as "if-this-then-that" logic for your review collection strategy.
Understanding Rule Components
Rule Structure
Every rule has three parts:
Condition Object: What you're checking (Product, Order, or Customer)
Condition: The specific attribute and value to match
Actions: What happens when the condition is met
Available Condition Objects
Rules can evaluate three types of data:
Product Conditions
Check attributes of individual products:
Vendor (manufacturer/brand)
Product Type
Collections
Product Tags
Categories
SKU codes
Price ranges
Inventory levels
Shipping requirements
Order Conditions
Evaluate the entire order:
Order tags
Shipping country
Total value
Discount usage
Gift card presence
Source/channel
Fulfillment status
Customer Conditions
Consider customer history and preferences:
Customer tags
Marketing consent
Previous review behavior
Available Actions
When a rule matches, you can trigger these actions:
1. Exclude from Review Requests
Completely prevents review request emails for matching items.
Use cases:
Sample products
Free gifts
Replacement items
Low-value add-ons
Beta products
Wholesale orders
2. Adjust Delay Days
Add or subtract days from your standard timing.
Add days for:
Complex products needing setup time
Items with learning curves
Seasonal products
International shipments
B2B orders
Subtract days for:
Consumables used quickly
Digital products
Urgent feedback needs
Local deliveries
Repeat purchases
3. No Discount Codes
Prevents reward discount generation while still collecting reviews.
Apply to:
Already discounted items (customers got a deal already)
Gift items or samples (weren't purchased at full price)
Exclusive/limited products (maintain exclusivity)
Clearance items (already heavily reduced)
Free products (no purchase to reward)
Combining Actions
Rules can use multiple actions simultaneously. For example:
Add 7 days delay AND no discount for luxury items
Exclude from requests AND no discount for samples
Creating Effective Rules
Step 1: Access Advanced Rules
Navigate to Dashboard → Settings → Review Requests and scroll to "Advanced Rules"
Step 2: Click "Add New Rule"
Opens the rule configuration panel
Step 3: Configure Your Rule
Name your rule (optional but recommended for organization)
Select condition object (Product, Order, or Customer)
Choose attribute to check
Set operator (equals, contains, greater than, etc.)
Enter value to match
Select actions to apply
Step 4: Review and Save
Review your logic and save the rule
Rule Priority and Evaluation
How Rules Are Processed
Top to bottom: Rules evaluate in the order shown
First match wins: Once a rule matches, its actions apply
Drag to reorder: Change priority by dragging rules
Active/inactive: Toggle rules without deleting
Priority Best Practices
Order your rules from most to least specific:
Exclusions first: Remove items you never want reviewed
Special cases next: Handle exceptions and edge cases
Category rules: Apply to product groups
General adjustments last: Broad timing changes
Common Rule Patterns
Pattern 1: Delay for Complex Products
Condition: Product tag contains "assembly-required"
Action: Add 7 days to delay
Why: Give time for setup and use
Pattern 2: No Discounts on Sale Items
Condition: Product tag contains "sale" or "clearance"
Action: No discount codes
Why: Customer already received a discount on their purchase
Pattern 3: Prioritize VIP Customers
Condition: Customer tag equals "VIP"
Actions: Subtract 2 days from delay
Why: Engage top customers faster
Pattern 4: International Order Handling
Condition: Shipping country equals "Australia"
Action: Add 10 days to delay
Why: Account for longer shipping times
Pattern 5: Skip Wholesale Orders
Condition: Order tag contains "wholesale"
Action: Exclude from review requests
Why: B2B orders need different approach
Pattern 6: Fast-Track Consumables
Condition: Product type equals "Food & Beverage"
Action: Subtract 3 days from delay
Why: Products consumed quickly
Pattern 7: Handle Returns Proactively
Condition: Customer left negative review previously
Action: Add 5 days delay + No discount, or do not send request
Why: More cautious with dissatisfied customers
Troubleshooting
"Rule Not Triggering"
Check rule priority order
Verify condition values exactly match
Ensure rule is active
Test with specific order
"Wrong Products Affected"
Review condition logic
Check for overlapping rules
Verify operator (contains vs equals)
Test rule in isolation
"Conflicting Rules"
Remember first match wins
Reorder for correct priority
Combine into single rule if needed
Use more specific conditions
"Too Many Rules"
Consolidate similar patterns
Use broader conditions
Archive inactive rules
Focus on high-impact exclusions
The Bottom Line
Advanced Rules transform review collection from a one-size-fits-all approach to a sophisticated, targeted strategy. By creating intelligent conditions and actions, you can:
Respect customer experiences with appropriate timing
Protect margins by controlling discounts
Focus collection on valuable products
Reduce irrelevant review requests
Improve overall review quality
Start with your most obvious needs – typically exclusions for samples or very low-value items – then gradually build more sophisticated rules as you learn what works for your business. Remember: the goal isn't to create rules for everything, but to handle the exceptions that make your review collection more effective and respectful of your customers' time.