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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. On the left-side menu of the campaign where you want to create a rule, click Rule Builder.

  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 condition.

    note

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

  6. Set the required values and the necessary attributes.

  7. Click Done.

    tip

    Depending on the condition or group of conditions, you can add a failure effect.

  8. In Effects, click Add Effect.

  9. Choose an effect.

  10. Set the required values and attributes.

  11. Click Done.

  12. In the top-right corner of the page, click Save.

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. At least one effect is required in each strikethrough rule.

important

To create a strikethrough rule, ensure the following:

  1. You have connected a cart item catalog to your Application.

  2. You have enabled the strikethrough feature in your campaign.

  3. You have created at least one cart item filter with the following properties:

    • It filters items by condition.
    • It uses only attributes whose associated entity is item, campaign, or Application.
    • It does not use attributes whose type is Time.
  1. On the left-side menu of the campaign where you want to create the rule, click Rule Builder.
  2. In the Strikethrough rule tab, click Create Rule.
  3. Type a name for your rule.
  4. In Effects, click Add Effect.
  5. Choose an effect.
  6. Set the required values and attributes.
  7. Click Done.
  8. In the top-right corner of the page, click Save.

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. On the left-side menu of the campaign containing the rule you want to edit, click Rule Builder.
  2. Click the rule you want to edit and make the required changes.
  3. In the top-right corner of the page, click Save.

Copying 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. On the left-side menu of the campaign containing the rule you want to copy, click Rule Builder.

  2. To the right of the rule you want to copy, click .

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

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

      note

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

  4. In the top-right corner of the page, click Save.

Deleting a rule​

You can delete promotion or strikethrough rules that you don't need anymore.

  1. On the left-side menu of the campaign containing the rule you want to delete, click Rule Builder.
  2. To the right of the rule you want to delete, click .
  3. In the pop-up that appears, click Delete Rule: <rule name>.

Using rounding in a condition or effect​

When creating or managing a rule in the Rule Builder, you can round any numeric values in your conditions and effects.

To use rounding in a condition or effect:

  1. Enter a number or an attribute of type number in the text field.

  2. To display the rounding options, click and drag to select the value.

  3. Select a rounding option:

    • Round: Rounds to the nearest integer, up or down.
      • If the fractional part of the number is >= 0.5, it rounds up. For example, 27.500001 rounds up to 28.
      • If the fractional part of the number is < 0.5, it rounds down. For example, 13.49999 rounds down to 13.
    • Round Up: Always rounds up to the nearest integer.
    • Round Down: Always rounds down to the nearest integer.
note

Generally, Talon.One rounds values to five decimal places before processing them further, but there are exceptions:

  • Pro rata discounts are rounded to a specific number of decimal places depending on the currency set in the Application. Example: For USD, Talon.One rounds to two decimal places, meaning a pro rata discount of discount of $100 on three items of the same price rounds to two decimal places to give $33.34, $33.33, and $33.33.
  • For effects that reward your customers with loyalty points, values are rounded to two decimal places.
tip

To round to two decimal places, multiply a value by 100 to round the result to the nearest integer and divide by 100.