Create product sets with rules

Learn how to build saved product sets in MartechFlow using simple rules. Group products on sale, in stock, by brand, or by category, then reuse them to exclude products, set labels, and target image overlays.

Create product sets with rules

What a product set is

A product set is a saved group of products defined by a rule, not a hand-picked list. You describe the products you want (for example, "discount is greater than 0" or "brand is Nike") and MartechFlow figures out which products match every time your feed runs.

Membership is always live. The set is stored as a rule, never as a frozen list of IDs, so when a product goes on sale or sells out, it moves in or out of the set automatically on the next sync. You never have to re-pick products.

Product sets are the building block behind three other features: excluding products from an output feed, setting custom labels by rule, and targeting which products get an image overlay. Build a set once and reuse it everywhere.

Build a set step by step

Open a feed, go to the Product sets panel, and add a new set. You give it a name and then describe the rule with one or more conditions.

  1. 1Click New set.
  2. 2Give the set a clear name, like "Clearance items" or "Premium brands".
  3. 3Choose whether products must match ALL of your conditions (every one is true) or ANY of them (at least one is true).
  4. 4Add a condition: pick a field (such as Discount %, Price, Brand, or Availability), pick an operator (is greater than, is equal to, contains, is set, is one of, and so on), and type a value.
  5. 5Add more conditions with Add condition if you need them. Remove any with the trash icon.
  6. 6Watch the "Applies to N of M products" line update as you type, then click Create set.

Fields and operators you can use

Each condition combines a field, an operator, and (for most operators) a value.

Beyond the typed fields shown in the dropdown, the rule engine can also target any captured feed column or custom attribute by name, which powers more advanced segments.

  • Common fields: Discount % (percent off, computed from sale price vs regular price), Price, Sale price, Brand, Availability, Condition, Google category, Currency, and Days since first seen (for new arrivals).
  • Number operators: is greater than, is greater than or equal to, is less than, is less than or equal to.
  • Text and general operators: is equal to, is not equal to, contains, is set (has any real value), is one of (a list of values).
  • Match ALL means a product has to satisfy every condition. Match ANY means satisfying a single condition is enough.

Start from a preset

If you do not want to start from scratch, click Add presets. MartechFlow seeds a starter library of common segments into the feed, and each one is fully editable afterward.

Presets are copied into your feed, so changing or deleting a preset only affects your feed. They are a head start, not a locked-in template.

  • On sale: discount is greater than 0.
  • Clearance (40%+ off): discount is 40 or more.
  • In stock and Out of stock: based on availability.
  • Has a brand: brand is set.
  • New arrivals (last 30 days): first seen less than 30 days ago.

Check the live match count

While you edit a set, MartechFlow shows "Applies to N of M products" so you can confirm the rule matches what you expect before saving. If it shows 0 matches, a warning appears so you do not save a rule that quietly catches nothing.

If the feed has not run yet, the count is estimated from the last fetched sample and labeled as a preview. Full counts appear after the next sync.

Questions

Do I have to re-edit a set when products change?

No. A set is a saved rule, and membership is recomputed on every feed run. A product that drops to a sale price joins your "On sale" set automatically, and one that sells out leaves your "In stock" set, with no manual updates.

What is the difference between match ALL and match ANY?

Match ALL requires every condition to be true (an AND). Match ANY requires at least one condition to be true (an OR). Use ALL to narrow a set down and ANY to widen it.

Can a product set reference another product set?

Yes. A condition can test membership in another saved set, so you can compose sets out of sets. MartechFlow guards against loops, so you cannot accidentally create a set that refers back to itself.

Where do product sets show up after I create them?

Anywhere products are filtered or labeled: export include and exclude filters, custom label rules, and image overlay targeting all read the same saved sets.

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