Conditions
Use conditions to control which customers and carts qualify for payment plans.
Conditions determine when a payment plan is available. You can combine multiple conditions to create precise targeting rules.
Try the interactive demo below to see how conditions work:
All conditions must be true for this plan to apply
This plan applies when: Cart Total greater than $500 AND Product Category contains any Furniture
Match Types
Before adding conditions, choose how they should be evaluated:
| Match Type | Behavior |
|---|---|
| All conditions must match | Every condition must be true (AND logic) |
| Any condition must match | At least one condition must be true (OR logic) |
Cart Conditions
Target orders based on cart contents and totals.
Cart Total
Match based on the total cart value including tax and shipping.
| Operator | Example |
|---|---|
| Greater Than | Cart total > $500 |
| Less Than | Cart total < $100 |
| Between | Cart total between $200 and $1000 |
| Equals | Cart total = $500 |
Cart Subtotal
Match based on cart value before tax and shipping.
Item Count
Match based on the number of items in the cart.
| Operator | Example |
|---|---|
| Greater Than | More than 3 items |
| Less Than | Fewer than 10 items |
| Equals | Exactly 5 items |
Cart Weight
Match based on the total weight of cart items.
Coupon Applied
Match when specific coupon codes are used.
| Operator | Example |
|---|---|
| Contains Any | Has "SUMMER20" or "SAVE10" |
| Does Not Contain | Doesn't have "NODEPOSIT" |
Product Conditions
Target orders based on the products in the cart.
Product Category
| Operator | Example |
|---|---|
| Contains Any | Cart has any product from "Events" or "Courses" |
| Contains All | Cart has products from both "Premium" and "Bundle" |
| Does Not Contain | Cart has no products from "Digital" |
Product Tag
Works the same as categories but uses product tags.
Specific Products
Target individual products by their ID.
| Operator | Example |
|---|---|
| Contains Any | Cart contains Product #123 or #456 |
| Contains All | Cart contains both Product #123 and #456 |
| Does Not Contain | Cart doesn't contain Product #789 |
Product Type
Match based on WooCommerce product types.
| Type | Description |
|---|---|
| Simple | Standard products |
| Variable | Products with variations |
| Bundle | Bundled products |
| Subscription | Subscription products |
Products On Sale
| Option | Description |
|---|---|
| Any | At least one product is on sale |
| All | All products are on sale |
| None | No products are on sale |
Product Meta Field
Match based on custom product meta fields.
| Operator | Example |
|---|---|
| Equals | _custom_field equals "premium" |
| Not Equals | _custom_field not equals "excluded" |
| Contains | _custom_field contains "vip" |
| Exists | _custom_field exists on the product |
Customer Conditions
Target orders based on who is checking out.
User Role
Match WordPress user roles.
| Operator | Example |
|---|---|
| Contains Any | User is "Subscriber" or "Customer" |
| Contains All | User has both "VIP" and "Wholesale" roles |
| Does Not Contain | User is not "Administrator" |
User Logged In
| Option | Description |
|---|---|
| Is Logged In | Customer has an account and is signed in |
| Is Not Logged In | Guest checkout |
Customer Country
Match based on the customer's billing country.
First Time Customer
| Option | Description |
|---|---|
| Is First Time | Customer has no previous orders |
| Is Not First Time | Returning customer |
Customer Order Count
Match based on the number of previous orders.
| Operator | Example |
|---|---|
| Greater Than | More than 5 previous orders |
| Less Than | Fewer than 3 previous orders |
| Equals | Exactly 10 previous orders |
Customer Lifetime Value
Match based on the total amount the customer has spent historically.
| Operator | Example |
|---|---|
| Greater Than | Has spent more than $1000 |
| Less Than | Has spent less than $100 |
| Between | Has spent between $500 and $2000 |
User Meta Field
Match based on custom user meta fields.
Date/Time Conditions
Target orders based on when the checkout occurs.
Current Date
| Operator | Example |
|---|---|
| Between | Between Dec 1 and Dec 31 |
| Before | Before Jan 1, 2025 |
| After | After June 1, 2025 |
Day of Week
Match specific days. Useful for weekend-only or weekday-only plans.
| Example |
|---|
| Saturday and Sunday only |
| Monday through Friday only |
Time of Day
Match specific hours. Useful for time-limited offers.
| Example |
|---|
| Between 9 AM and 5 PM |
| After 6 PM (evening special) |
Event End Date
For products with event dates, match based on whether the event is in the future or past.
Days Until Event
Match based on how many days until the product's event date.
| Operator | Example |
|---|---|
| Greater Than | More than 30 days until event |
| Less Than | Less than 7 days until event |
| Equals | Exactly 14 days until event |
Condition Examples
Large Order Plan
Offer payment plans only for orders over $500:
- Match: All conditions
- Condition: Cart Total > $500
VIP Customer Plan
Special payment terms for high-value customers:
- Match: All conditions
- Condition: Customer Lifetime Value > $5000
Seasonal Event Plan
Payment plan for event tickets during booking season:
- Match: All conditions
- Conditions:
- Product Category contains "Events"
- Current Date between October 1 and March 31
First-Time Customer Incentive
Encourage new customers with flexible payments:
- Match: All conditions
- Conditions:
- First Time Customer = Is First Time
- Cart Total > $200
Weekend Flash Plan
Special payment option available only on weekends:
- Match: Any condition
- Conditions:
- Day of Week contains Saturday
- Day of Week contains Sunday