Include Guide

How to include usage guides with first-time device purchases in WooCommerce

Identify first-time buyers of wellness devices who should receive a usage guide

Badges orders from customers with no purchase history who are buying a Medical Devices or Wellness Devices product with an order total above £100. These first-time buyers are investing in equipment they may not know how to use correctly, and a printed or emailed usage guide can significantly improve their experience and reduce return rates.

Workflow info
The problem

Blood pressure monitors, TENS units, nebulisers, and similar wellness devices are not intuitive for everyone. First-time buyers who spend over £100 on equipment they have never used before are the most likely to misuse the device, get frustrated, and request a return. Including a clear usage guide - whether printed, linked via QR code, or emailed - dramatically reduces support tickets and returns while building trust.

The solution

OrderBadger can spot first-time customers purchasing wellness or medical devices above a value threshold, prompting your team to include a usage guide with the shipment.

Who this is for

Online pharmacies, health and wellness retailers, and medical device suppliers selling consumer-grade health equipment through WooCommerce.

At a glance
Medical Devices or Wellness Devices categories First-time customers only (zero previous orders) Threshold: order total over £100 Badge: Include Guide (teal) Prompts usage guide inclusion at packing
People also search for
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How it works

Checks three conditions: the order must contain at least one item in the Medical Devices or Wellness Devices category, the customer must have zero previous paid orders, and the order total must exceed £100. The badge appears as a passive label on the order - no inbox routing or interaction buttons - serving as a packing instruction for your fulfilment team.

Include a printed quick-start guide or insert a card with a QR code linking to a video tutorial. For complex devices like nebulisers or blood pressure monitors, consider a follow-up email 3 days after delivery asking if the customer needs help getting started.

Rule template

Plain English rule At least one product is in the Medical Devices or Wellness Devices category and customer has 0 previous paid orders and order total is over £100

Write this (or something similar) in the OrderBadger rule builder. The AI compiler turns it into executable logic automatically.

Make it yours

Adjust thresholds
  • Lower 'over £100' to 'over £50' if you sell lower-priced devices like pulse oximeters or digital thermometers that still benefit from a usage guide.
  • Raise 'over £100' to 'over £200' to reserve the guide for premium equipment purchases where setup complexity justifies the effort.
Add or remove conditions
  • Remove 'customer has 0 previous paid orders' to include a guide with every device order, not just first purchases - returning customers buying a new device type also benefit from instructions.
  • Add 'and at least one product is in the Nebuliser or CPAP category' for a more targeted rule that only triggers for devices with the steepest learning curves. …omer has 0 previous paid orders and order total is over £100 and at least one product is in the Nebuliser or CPAP category

Badge preview

Default: Include Guide

When this rule matches

First Time Medical Device Buyer
Order total: £149.99  |  Previous paid orders: 0
Customer has no prior orders, order includes a Medical Devices product, and total is £149.99 - all three conditions satisfied.
First Time Wellness Device Boundary
Order total: £100.01  |  Previous paid orders: 0
Zero previous orders, Wellness Devices category present, and order total is £100.01 - just above the threshold.

When this rule does not match

Returning Customer Device Purchase
Order total: £175.00  |  Previous paid orders: 4
Order includes Medical Devices and total exceeds £100, but the customer has 4 previous paid orders - they are not a first-time buyer.
First Time Low Value Device
Order total: £45.00  |  Previous paid orders: 0
First-time buyer with a Wellness Devices product, but order total of £45 does not exceed the 100 threshold.
First Time Non Device High Value
Order total: £200.00  |  Previous paid orders: 0
Customer is first-time and order total is £200, but all products are in Supplements - no device category present.

Good to know

  • The rule identifies first-time buyers by order count, not by product experience. A customer who bought supplements previously but is new to devices will not trigger the badge because they have existing order history.
  • Guide content must be prepared and maintained by your team. OrderBadger flags the need but does not generate or attach documentation.
  • Guest checkouts with no order history will match the zero-orders condition, which is generally correct but could occasionally misidentify a repeat customer.

Frequently asked questions

  • Should I include a guide with every device order or just first-time buyers?
    This rule targets first-time buyers because they have the highest risk of misuse and return. If you want to include guides universally, edit the rule to remove the previous order condition.
  • What kind of guide works best?
    A single-page quick-start card performs well for simple devices. For complex equipment, a QR code linking to a 2-minute video tutorial has the highest engagement. Avoid including the full manufacturer manual - customers already have that.
  • Why is the order total threshold set at 100?
    Devices above £100 tend to be more complex and represent a larger financial commitment from the customer. The threshold filters out inexpensive items like basic thermometers where a guide adds less value relative to the effort.

Related rules

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