Automation: Exclusion rules - Magento 1


Exclusion rules can be created to exclude abandoned cart and review emails being sent under certain conditions. A rule is made up of a condition (e.g. subtotal) followed by a condition (e.g. 'is less than) and ending with a value (e.g. like a numerical one such as 10). Conditions are attributes and rules are made up with a condition followed by a value.

Your created rules are listed under the 'Email Exclusion Rule(s)' page, where the ID is given, the rule's name, the rule's type, it status, when it was created, when it was last updated, and the website the rule applies to.


How to create an exclusion rule

Go to Marketing Automation > Exclusion Rules and click on Add New in the top right to create a new rule.

Firstly, you need to add the rule information. This consists of a rule name, so you know what the rule is or does, what type of rule it is - abandoned cart or review email exclusion rule, the status of the rule - active or inactive,and which website the rule applies to.


Lastly, click on Conditions in the side panel to add your conditions, and then click Add New Condition. You can add a single condition or multiple conditions, of which 'all' can be set as needing to match,, or just 'any' of the multiple conditions need to be matched. 

In the example below, the subtotal attribute must be less than a value of 10 in order to exclude the contact from being sent an abandoned cart email.


Click Save and your rule will appear under 'Email Exclusion Rule(s)'. Click on it to edit it.

Click on the Delete button to delete a rule. 

Please comment underneath with any questions you may have.

Magento 2.0

The above also applies for Magento 2.0, with the only difference being that the 'Sync' section is found by going to Marketing > Marketing Automation > Exclusion Rules.

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