Skip to main content

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

Rules allow you to define conditions and effects following the logic WHEN <this happens> THEN <do this>. You must set at least one condition and one effect for each rule.

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

  2. Click Add Rule.

  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.

A notification pops up, confirming that the rule has been saved.

tip

Activate your campaign for your rule to start working.

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.

  1. Click the Rule Builder section in the left-side menu of the campaign containing the rule.
  2. Click the rule you want to edit. It expands to show the conditions and effects.
  3. Edit the title, the conditions or the effects.
  4. Click Save at the top-right of the page.

A notification pops up, confirming that the rule has been saved.

Duplicating a rule

You can duplicate a rule to 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 duplicate rules within the same campaign.

  1. Click the Rule Builder section in 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. Edit the title and modify the conditions and the effects.
  4. Click Save at the top-right of the page.

A notification pops up, confirming that the rule has been saved.

Deleting a rule

You can delete rules that you do not need anymore.

  1. Click the Rule Builder section in 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.
  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.