Rules & Automation Overview

Order Daemon Docs

4. Rules and Automation Overview

This page explains, in plain language, how Order Daemon’s automation works: Rules, Triggers, Conditions, and Actions. You don’t need to be technical to use it.

What is a rule?

  • A rule is a simple instruction you set for your store: “If this happens, and certain things are true, then do that.”
  • You manage rules in WordPress under: Orders → Completion Rules.
  • You can keep rules as drafts while you experiment, then enable them when you’re ready.

How a rule is structured

Trigger: When should the rule run?

  • Examples:
    • “Order status changes to Processing.”
    • “Payment is completed.”
    • “Order is created/paid.”
  • The plugin listens to WooCommerce events and wakes rules at the right time.

Conditions: Should the rule apply to this order?

  • Examples (Core):
    • Product categories: only if all items are from the selected category.
    • Product types: only digital/downloadable products, or exclude certain types.
    • Order total: only if the order value is above/below a threshold.
  • You can combine multiple conditions; they all must pass for the rule to run.

Actions: What should happen when conditions pass?

  • Example (Core):
    • Change the order status to Completed.

Typical examples

Auto‑complete digital orders

  • Trigger: Payment completed
  • Conditions: Products are all digital/downloadable
  • Action: Set status to Completed

High‑value orders

  • Trigger: Order status changes to Processing
  • Condition: Order total is at least $50 (or your currency)
  • Action: Set status to Completed

Category‑specific handling

  • Trigger: Payment completed
  • Condition: Products belong to a specific category (e.g., “Courses”)
  • Action: Set status to Completed

Free vs Pro (at a glance)

Free (Core):

  • Essential triggers and conditions for common completion scenarios.
  • Change order status action.

Pro (Add‑on):

  • More trigger options and more granular conditions.
  • Additional actions or settings for complex workflows.
  • CLI commands for full order management

How rules are evaluated

  • Order Daemon checks rules automatically whenever their trigger event happens.
  • If all the conditions you set are met, the action runs.
  • Every time a rule runs, the plugin records a timeline entry you can view in the Insight dashboard.

Where to manage rules

  • Go to Order Daemon → All Order Rules.
  • Click “Add New” to create a rule, or open an existing rule to edit it.
  • Use the Rule Builder to pick a trigger, add conditions, and choose actions. Save any time; enable the rule when ready.

Tips and best practices

  • Start simple: Create one clear rule and test with a fresh order.
  • Name rules clearly: e.g., “Complete digital-only orders after payment.”
  • Use the Insight dashboard if something doesn’t run as expected; it shows why a rule did or didn’t run.
  • First match wins. Keep overlapping rules to a minimum to avoid confusion; if multiple rules could apply, use conditions to separate them.

Troubleshooting basics

A rule didn’t run:

  1. Make sure the rule is Enabled (not Draft).
  2. Confirm the trigger you chose actually happened (e.g., status reached Processing).
  3. Check that all conditions match the order you tested.
  4. Open the Insight dashboard to see timeline entries for that order.

Pro options are disabled:

  • Those require the Pro add‑on. Install/activate Pro to unlock them.

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