Creating Your First Rule

This guide walks you through creating your first rule from start to finish. We’ll create a simple “Hide payment method” rule as an example, but the same general steps apply to all rule types.

Step 1: Start Creating a Rule

From the app dashboard, click the Create rule button. You’ll see a grid of 8 rule types to choose from:

For this walkthrough, click Hide payment methods.

Step 2: Name Your Rule

You’ll see the rule editor with a Rule name field at the top. Enter a descriptive name like:

Hide COD for international orders

This name is for your internal reference only — customers never see it. Naming your rules clearly helps you manage them later when you have several.

Step 3: Set the Rule Status

Choose when this rule should be active:

We recommend starting with Test so you can verify the rule works correctly before activating it for real customers.

Step 4: Choose What to Hide

In the Hide settings section, select what you want to do:

• Hide all payment methods — removes every payment option (rarely used alone; usually paired with conditions)
• Hide selected payment methods — hide specific methods you choose
• Show only selected payment methods — hide everything except the methods you choose

For our example, select Hide selected payment methods, then type or select the payment method you want to hide (e.g., “Cash on Delivery”).

Tip: If you’re not sure of the exact payment method name, see How to Find the Exact Original Method Name.

Step 5: Set Conditions (Optional)

Under Validation trigger, you have two options:

• Always — the rule applies to every checkout, no exceptions
• On condition — the rule only applies when specific conditions are met

Select On condition to add conditions. For our example, let’s hide COD only for international orders:

1. Click Add condition in the condition group.
2. Select Country from the condition dropdown.
3. Set the trigger to Not equals to.
4. Select your home country (e.g., “United States”).

This means: “If the customer’s country is NOT the United States, hide Cash on Delivery.”

Adding More Conditions

You can combine conditions using AND or OR logic at two levels:

• Between conditions — use the AND/OR dropdown that appears between conditions to control how they combine.
• Between groups — use the AND/OR dropdown between groups to control how groups combine.

A common pattern is AND within a group (all conditions must be true) and OR between groups (any group can trigger the rule):

Example with AND (within a group):

Country is NOT United States AND Customer is not logged in = Hide COD for international guests only (logged-in international customers can still use COD)

Example with OR (between groups):

Group 1: Country is NOT United States OR Group 2: Cart total is less than $10 = Hide COD for international orders, or for any order under $10

For a deeper explanation, see How Conditions Work: AND / OR Logic.

Step 6: Preview Your Rule

On the right side of the editor, you’ll see a live rule preview card showing:

• IF — a summary of your conditions (or “Always applies” if no conditions)
• THEN — the action that will happen (e.g., “Hide selected payment methods: Cash on Delivery”)

Review this to make sure everything looks correct before saving.

Step 7: Save

Click the Save button at the bottom of the page. Your rule is now saved and will run based on the status you chose.

Step 8: Test Your Rule

If you set the status to Test:

1. Go to your store’s checkout.
2. Enter test@testing.com as the email address.
3. Fill in an address that matches your conditions (e.g., a non-US address for our example).
4. Verify that the payment method is hidden as expected.

Once confirmed, go back to the rule and change the status to Active to apply it for all customers.

What’s Next?

• Understanding Rule Status — more details on Test, Active, and Inactive modes
• How Conditions Work — learn about AND/OR logic and condition groups
• “For At Least One Product” vs “For All Products” — important concept for product-based conditions