Creating Smart Customization Rules

Create a rule from Smart Customization → New Rule, or edit one by clicking its name in the Rules table.

Rule types

• Condition rule — matches based on conditions you set (cart total, product tags, customer country, etc.). If the conditions match, the rule's action runs.
• Product offer lookup — skips conditions entirely and instead maps specific products or variants directly to offers. Add a row per product, choosing the product (by searching your catalog or entering a product/variant ID) and the offer it should use. This rule type matches if any line item in the cart is one of the mapped products.

Actions (condition rules only)

• Use offer — shows the offer you select when the rule matches.
• Hide — hides the Partial.ly checkout option entirely when the rule matches. No offer is needed for this action.

Product offer lookup rules always use the offer mapped to the matched product — there's no separate Action or Offer setting for them.

Applies to

Each rule has an Applies to placement that controls where it's evaluated:

• Product and cart pages (default) — product pages, cart pages, and WooCommerce/Ecwid checkout.
• Product page — only product pages.
• Cart page — cart pages and WooCommerce/Ecwid checkout, not product pages.
• WooCommerce checkout — only WooCommerce's checkout page.
• Plan creation — only when a payment plan is created directly, not through the storefront button/widget.
• All contexts — everywhere, including plan creation.

Priority and evaluation order

Rules run in Priority order, lowest number first, and the first matching rule wins — later rules are never checked once one matches. New rules default to 10 more than your highest existing priority, so they run last; lower the number to make a rule run earlier. Disabled rules are skipped entirely.

Enabling and disabling

Uncheck Enabled on a rule to stop it from being evaluated without deleting it. Delete a rule from the Rules table with the trash icon; deleting is permanent.

Example: hide Partial.ly for orders under a price threshold

A common goal is to hide the Partial.ly payment plan option for low-value orders — for example, hide it when the order total is under €300. To set this up:

1. Go to Smart Customization → New Rule and choose Condition rule.
2. Add a condition: field Cart total, operator Less than, value 300. (If you sell in more than one currency, add a second condition of Currency Equals EUR so the threshold only applies to euro carts.)
3. Set the Action to Hide — no offer is needed.
4. Make sure Enable Smart Customization is turned on in Settings, then save.

Partial.ly is now hidden whenever the cart total is below €300 and shown otherwise.

Cart total vs. individual product price: conditions match on the cart total, not the price of each product. If you instead want to hide Partial.ly for specific low-priced products regardless of the overall cart total, target those products by SKU, Tags, or Categories — for example, tag your under-€300 products and add a condition Tags Contains that tag with the Hide action. Tag, Category, and SKU matching requires your product catalog to be synced from your integration's settings page.