Transaction Item Filters in Campaigns

Transaction item filters are a powerful tool in Open Loyalty that allow you to narrow down the list of products included in a transaction before applying rules and effects. These filters work on the line-item level within a transaction - letting you isolate products based on attributes like category, price, quantity, brand, or custom values.

How to Add a Transaction Item Filter

1

In the Rules & Effects step of campaign creation, click the Transaction filters tab.

2

Select Add first transaction filter.

3

Choose the filter type — for example:

• Item category

• Item SKU

• Item name

• Item price

• Item custom attribute

• Item brand

4

Define your condition or multiple conditions.

5

Save the filter. It will be saved under a label like Scenario 1 (you can rename it for clarity).

How to Use Transaction Filters in Campaign Rules

Once you have defined a transaction filter, you can reference it in both Conditions and Effects:

In Conditions

You can use the filter to define conditions such as:

• Quantity of filtered transaction

• Value of filtered transaction

For example, set a rule to apply only if:

Quantity of filtered transaction in Scenario 1 is greater than 3 Value of filtered transaction in Scenario 1 is at least 100 PLN

This allows for precise rule targeting.

In Effects

You can reference filtered items when defining custom effects using expressions like:

agg(filter(transaction.items,'scenario_1')).sumBy('grossValue')
agg(filter(transaction.items,'scenario_1')).sumBy('qty')

These expressions:

• Sum the gross value or quantity of the items in the transaction that match the selected filter (scenario_1).

• Allow you to create advanced effects based on only a subset of items.

For example, set a rule to reward based on the following criteria:

Give 1 point for every currency unit (e.g., for every dollar) spent.

Summary

Transaction item filters help you build smarter, more targeted campaigns by focusing only on specific products within a transaction. You can:

• Define them once and reuse them in multiple rule conditions or effects.

• Create precise campaign logic based on filtered item sets.

• Use them to ensure bonuses or effects only apply to relevant items.