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Creating and managing rules

You can choose from a series of attributes, conditions and effects to create rules for your campaigns with full flexibility.

You can build more than one rule within the same campaign. In this case, the Campaign Manager evaluates all of them in the order in which they appear.

Creating a rule​

You can create rules of the following types:

Creating a promotion rule​

Promotion rules allow you to define conditions and effects following the logic WHEN <this happens> THEN <do this>. At least one condition and one effect are required in each promotion rule.

  1. Click the Rule Builder section on the left-side menu of the campaign where you want to create the rule.

  2. In the Promotion rule tab, click Create Rule.

    Important

    To create a promotion rule in an item campaign, ensure you have created a cart item filter first.

  3. Type a name for your rule.

  4. In Conditions, click Add condition.

    note

    You can click Always trigger effects if you want any effects that you add to take place for every customer session update.

  5. Choose a type of condition.

    note

    Referrals, coupons and loyalty conditions are only available if you have enable these features.

  6. Set the required values and the necessary attributes.

  7. Click Done.

  8. In Effects, click Add effect.

  9. Choose a type of effect.

  10. Set the required values and attributes.

  11. Click Done.

  12. Click Save at the top-right of the page.

tip

Activate your campaign for your rule to start working.

Creating a strikethrough rule​

Strikethrough rules allow you to set per-item effects using cart item filters that filter items by attribute value. At least one effect is required in each strikethrough rule.

Important

To create a strikethrough rule, ensure you have:

  1. Connected a cart item catalog to your Application.
  2. Enabled the strikethrough feature in your campaign .
  3. Created at least one cart item filter that filters by attribute value.
  1. Click the Rule Builder section on the left-side menu of the campaign where you want to create the rule.
  2. In the Strikethrough rule tab, click Create Rule.
  3. Type a name for your rule.
  4. In Effects, click Add effect.
  5. Choose a type of effect.
  6. Set the required values and attributes.
  7. Click Done.
  8. Click Save at the top-right of the page.

Activate your campaign and start testing your rule.

Editing a rule​

You can modify the title of a rule, and one or more of the conditions and effects. For example, to change the value of a discount or to edit a notification.

note

If the rule is a strikethrough rule, you can edit only the title and effects.

  1. Click the Rule Builder section on the left-side menu of the campaign containing the rule.
  2. Click the rule you want to edit.
  3. Edit the required part of the rule.
  4. Click Save at the top-right of the page.

Duplicating a rule​

You can copy a rule to duplicate it and edit part of it, such as the value of a discount. This way, you create a new, similar rule without having to build it from the beginning. You can only copy rules within the same campaign.

note

Rules can be copied as promotion rules or as strikethrough rules if the strikethrough feature is enabled in the campaign.

  1. Click the Rule Builder section on the left-side menu of the campaign containing the rule.

  2. Click the two-square symbol to the right of the rule you want to duplicate.

  3. Choose to copy the rule as a strikethrough rule or as a promotion rule.

    • If you copy a rule as a strikethrough rule, edit the title and effects.

      note

      You can only copy a promotion rule as a strikethrough rule if its effects are per-item and the list of cart items is a cart item filter that filters by attribute value.

    • If you copy a rule as a promotion rule, edit the title, conditions, and effects.

      note

      If you copied it from a strikethrough rule, the default condition is Always trigger effects.

  4. Click Save at the top-right of the page.

Deleting a rule​

You can delete rules that you do not need anymore.

  1. Click the Rule Builder section on the left-side menu of the campaign containing the rule.
  2. Click the trash bin symbol to the right of the rule you want to remove. It can be a strikethrough rule or a promotion rule.
  3. Confirm by clicking Delete Rule: <rule name> in the pop-up that appears.

The rule disappears from the Rule Builder section of your campaign.