Do you want to know how Planet rules work?

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With them, you can simplify your daily tasks by automating your price changes, making discounts on specific dates, or adding tags to your products in a few seconds.

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This is how to do it, if you prefer to see it in the video, here it is:

The first step to creating a rule is to access the 'Rules' section that you will find in the left sidebar. Once here, you can create your first rule by clicking on the green button above the rules table.

The first step to creating a rule is to choose the products to which we want to apply the actions of price change, discount, tag change, etc. There are three ways to select the products:

Choose the products manually by clicking on the checkbox located to the left of each row of the table. You can filter the products to find them more easily but remember, in manual mode you have to select those you want to include, the filtering of products does not select them automatically, for this it is recommended to use the second option: selection by the filter.

The second product selection option is done through a filter. For example, if you want to select products that have a tag or are in a specific collection, you only have to add this condition and all the resulting products will automatically be affected. If you modify the tags or products in a collection, the rule will be updated to apply the appropriate changes.

As the last option, you can choose the complete store, which will allow you to apply the actions to all the current and new products that you create since it will automatically detect them.

In this section, you must select those actions that you want to apply to the previously selected products. You can select as many as you want, and all of them will be changed at the same time, so you must take into account which of them may be affected by each other. These are the actions that are currently supported:

The last step to configure a rule is to define the period in which it will take effect. In order for the rule to be activated, it is necessary to define a start date and time. It is important to bear in mind that the rule will start changing prices at that precise moment and that it may take a few minutes depending on the number of products, so if you want them to be changed by that time, set it for a few minutes earlier.

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The end date is optional, in the case of not defining it, the rule will remain active until it is manually deactivated or the end date is added. In addition, it is allowed to include more than one period as shown in the following image:

Rules change status based on their schedule, and you can have the following:

When a rule is active, the established changes will be made when the time comes. On the contrary, when it is deactivated, it is disabled and no changes will be made if they are pending. If a rule that has already been applied is deactivated, the actions will revert to their original value. In this way, a rule can be quickly stopped without having to reach its end date.

Rules can only be edited in certain cases:

When two business rules are scheduled that have products in common, the rule that starts first always prevails. Therefore, even if the second rule also starts, it will not carry out the matching actions between the two rules for the products affected by the first rule until the first rule has finished. Once the first rule is finished, after a few minutes the actions will be applied to those products based on the second rule. Similarly, when there are more than two rules that have products in common.

If a rule is created in which the selection by collection or tag has been used and then the tag is added to another product or added to the collection, the rule will be updated automatically taking into account the added or deleted product.

In case any value of a product covered by a rule action is modified manually in Shopify, the modified value will remain valid until the rule ends. If the rule had not started and the manual change is made, once it starts, it will be changed as set in the rule and when it ends it will revert to the initial value, which in this case is the one set manually. If the rule is already applied when the change is made, it will revert to the original value detected when the rule was created.

In the help section you can find several articles about specific functionalities of the platform.

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If you still can't find what you are looking for, don't hesitate to contact us by email or through the chat at the bottom right.

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