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Dynamic Pricing

This document explains what Dynamic Pricing is, how it works, and how to configure pricing rules using real-world examples.

Dynamic Pricing enables you to automatically apply discounts or fees during checkout based on specific conditions, such as cart value, product attributes, customer data, or shipping details.

Requirements

Before getting started, make sure you have:

  • WordPress admin access
  • SureCart installed and activated
  • At least one published product
  • Access to SureCart → Promotions → Dynamic Pricing

Creating a Rule

Dynamic Pricing works through rules. Each rule defines:

  • Where the pricing applies (Checkout, Line Item, or Shipping)
  • When it applies in the purchase lifecycle (initial checkout, renewals, or both)
  • Under which conditions it applies
  • What adjustment is applied (discount or fee)

Step-by-step

  • Go to Promotions > Dynamic Pricing and click Add New.
  • Enter a Name and Display Name for the rule
    • The Name is for internal reference only, while the Display Name is visible to customers.

Using a Template Rule

SureCart provides pre-built templates for common use cases.

Example: Free Shipping Minimum

  • Go to Promotions → Dynamic Pricing → Add New
  • Select the Free-shipping minimum template
  • Add a Name and Display Name
  • When to apply is auto-selected. Change if you want a different behavior.
  • Click Continue
  • Adjust the values as needed
  • Click Save & Publish

This creates a fully working rule with predefined conditions and default behavior.

Creating a Rule From Scratch

Use this option when you need a custom rule.

Example: Discount for a Specific Product SKU

  • Go to PromotionsDynamic PricingAdd New
  • Enter a Name and Display Name
  • Select Start from scratch
  • Choose Line Item as the target
  • Select when the rule should apply using the When to Apply option
    (Initial checkout, Renewals & plan changes, or All transactions)
  • Click Continue

When to Apply

The When to Apply setting is required for all Dynamic Pricing rules and must be selected before you can continue.

This setting determines whether the rule applies to:

  • The initial checkout only  
  • Subscription renewals and plan changes  
  • Both initial checkout and renewals  

This option is available for both template-based rules and rules created from scratch.

Options explained

Available options:

  • All Transactions  
    Applies the dynamic price to both the initial checkout and future renewals or plan changes.
  • Initial checkout
    Applies the dynamic price only to the customer’s first purchase during checkout.
  • Renewals & plan changes  
    Applies the dynamic price to subscription renewals, upgrades, and downgrades.

Template behavior

When you create a rule using a template (recipe), the When to Apply option is automatically pre-selected based on the intended use case of the selected recipe.

For example:

  • A Subscription renewal discount recipe defaults to Renewals & plan changes.
  • A Bulk purchase discount recipe may default to Both.

You can always change this selection before publishing the rule.

Adding Conditions

When you create a rule from scratch and select Initial checkout in When to Apply, SureCart automatically adds a default condition for Checkout Order Type = Initial Checkout.

You can remove this condition if needed.

To add another condition:

  • Click + AND to add a condition that must also match.
    (Or click + OR to add an alternative condition group.)
  • (Optional) Remove the Checkout Order Type condition if it does not fit your use case.
  • Open the Select attribute dropdown
  • Choose SKU (Product/Variant)
  • Select a condition that fits your use case (for example, is).
  • Enter the product SKU
  • Click Save & Publish

Attributes and Conditions Reference

Dynamic Pricing rules evaluate attributes using logical conditions.

The available attributes and supported conditions depend on where the rule applies.

Below is the complete reference, grouped by schema.

Line Item Schema

Use these attributes when the rule target is Line Item.

AttributeConditionSupported Values
Quantityis, is not, is more than, is less than, is at least, is at most
Subtotal Amountis, is not, is more than, is less than, is at least, is at most
Noteis, is not, contains, not contains, start with, end with
Customer Prior Product Purchaseis, is not, is more than, is less than, is at least, is at most
SKU (Product/Variant)is, is not, contains, not contains, start with, end with
Checkout Metadatais, is not, contains, not contains, start with, end with
Checkout Subtotal Amountis, is not, is more than, is less than, is at least, is at most
Checkout Emailis, is not, contains, not contains, start with, end with
Checkout Email Domainis, is not, contains, not contains, start with, end with
Checkout First Nameis, is not, contains, not contains, start with, end with
Checkout Last Nameis, is not, contains, not contains, start with, end with
Checkout Order Typeis, is not, contains, not contains, start with, end withcheckout, subscription
Customer Created Atis, is not, is after, is before, is on or after, is on or before
Customer Order Countis, is not, is more than, is less than, is at least, is at most
Price Created Atis, is not, is after, is before, is on or after, is on or before
Price Metadatais, is not, contains, not contains, start with, end with
Price Nameis, is not, contains, not contains, start with, end with
Price Recurring Period Countis, is not, is more than, is less than, is at least, is at most
Price Recurring Intervalis, is not, contains, not contains, start with, end withday, week, month, year
Price Typeis, is not, contains, not contains, start with, end withone time, finite recurring, infinite recurring
Product Created Atis, is not, is after, is before, is on or after, is on or before
Product Metadatais, is not, contains, not contains, start with, end with
Product Nameis, is not, contains, not contains, start with, end with
Product Slugis, is not, contains, not contains, start with, end with
Product Collection Metadatais, is not, contains, not contains, start with, end with
Product Collection Nameis, is not, contains, not contains, start with, end with
Product Collection Slugis, is not, contains, not contains, start with, end with
Product Group Metadatais, is not, contains, not contains, start with, end with
Product Group Nameis, is not, contains, not contains, start with, end with
WordPress User Roleis, is not

Checkout Schema

Use these attributes when the rule target is Checkout.

AttributeConditionsSupported Values
Weight (g)is, is not, is more than, is less than, is at least, is at most
Metadatais, is not, contains, not contains, start with, end with
Line Item Quantityis, is not, is more than, is less than, is at least, is at most
Order Typeis, is not, contains, not contains, start with, end withcheckout, subscription
Subtotal Amountis, is not, is more than, is less than, is at least, is at most
Shipping Amountis, is not, is more than, is less than, is at least, is at most
Emailis, is not, contains, not contains, start with, end with
Email Domainis, is not, contains, not contains, start with, end with
First Nameis, is not, contains, not contains, start with, end with
Last Nameis, is not, contains, not contains, start with, end with
Customer Created Atis, is not, is after, is before, is on or after, is on or before
Customer Order Countis, is not, is more than, is less than, is at least, is at most
Selected Shipping Method Nameis, is not, contains, not contains, start with, end with
Original Checkout Billable Purchases Quantityis, is not, is more than, is less than, is at least, is at most
WordPress User Roleis, is not

Global Settings

Global Settings define how multiple discounts or fees are applied when more than one rule matches.

This setting exists to prevent unexpected pricing behavior, such as unintentionally stacking multiple discounts.

Why this matters

Without a global strategy, multiple rules can apply simultaneously, resulting in a higher discount than expected.

Example:

  • Rule A: 15% discount for orders with 3 or more items
  • Rule B: 20% discount for a specific product

If the global strategy is set to All, both discounts may apply together, resulting in a larger total discount.

By choosing a strategy like Smallest, only the smallest matching discount is applied, keeping pricing predictable and controlled.

You can define different strategies for:

  • Checkout
  • Line items
  • Shipping

Expected Outcome

Once a Dynamic Pricing rule is published:

  • The rule is automatically evaluated in real time during checkout
  • If all conditions match, the discount or fee is applied
  • Global Settings determine how the rule behaves when multiple rules are eligible
  • Customers see the updated pricing immediately during checkout.

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