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Quick Start: Your First Rule

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1Installation & Requirements2Quick Start: Your First Rule

Overview

This guide creates a rule that automatically completes orders containing only virtual or downloadable products. It is one of the most common automations and takes about five minutes to set up.

Prerequisites

Create the rule

1. Open the Rule Builder

Go to Order Daemon → All Order Rules and click Add New.

2. Name the rule

Enter a descriptive name such as “Auto-complete virtual orders”. A clear name makes the Insight Dashboard easier to read when you review what ran.

3. Set the trigger

Under WHEN, select Payment completed. This fires immediately after a successful payment, before the order reaches Processing status.

4. Add a condition

Under IF, click Add Condition and select Product type. Set it to Virtual (or Downloadable, or both). The rule will only proceed if every item in the order matches.

5. Set the action

Under THEN, select Complete order. This changes the order status from Processing to Completed.

6. Publish

Click Publish. The rule is now live and will run on all new orders that match.

Verify it worked

  1. Place a test order for a virtual product using a test payment method
  2. Go to Order Daemon → Insight Dashboard
  3. Find the entry for your test order – you should see the trigger, the condition marked as passed, and the action executed successfully

If the order did not complete automatically, check that the rule is Published (not Draft) and that the test order actually contains a virtual product.

Next: The Rule Builder – a full walkthrough of all Rule Builder features.