Build rules rules
About rules about
In Journey Optimizer, you can create two types of reusable rules:
Decision rules decision-rules
Decision rules allow you to define the audience for decision items by applying constraints, either directly at the decision item level, or within a specific selection strategy. This enables you to precisely control which items should be presented to whom.
For instance, let鈥檚 consider a scenario where you have decision items featuring Yoga-related products designed for women. With decision rules, you can specify that these items should only be displayed to profiles whose gender is 鈥楩emale鈥 and who have indicated a 鈥楶oint of Interest鈥 in 鈥榊oga鈥.
Targeting rules targeting-rules
Targeting rules allow to determine specific qualifications that must be met for a customer to be eligible to receive personalized content or to enter a specific journey path, based on specific audience segments, which enables you to target sub-audiences in your journeys and campaigns.
Many times, they are a combination of multiple attributes, in addition to customer behavior events and context data. To save you time and effort, you can create targeting rules once and reuse them across your journeys and campaigns, with the ability to quickly modify them inline at the time of authoring.
You can use these rules either:
- When creating content optimization targeting in journeys or campaigns;
- When building journey path optimization.
Access rules access
The list of rules is accessible in the Decisioning > Strategy setup menu.
The following actions are available:
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You can filter on the rule entity (Decision item or Targeting - Learn more).
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Select a rule by clicking its name and edit it using the rule builder. Learn how
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From the More actions button located next to each item, you can:
- If you selected the Decision item entity, add the rule to a package in order to export it to another sandbox. Learn how to export objects to another sandbox.
- Duplicate a rule.
- Delete a rule.
- Click the More info icon to display the formula that makes up the rule.
Create a rule create
To create a rule, follow these steps:
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Navigate to Decisioning > Strategy setup > Rules, then click the Create rule button.
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Select the rule entity to specify which type of object the rule is being created for.
- Decision item - The rule can be applied on a decision item in the context of Decisioning;
- Targeting - The rule can be used when building targeting rules, either as part of content optimization in a campaign or a journey, either in the Optimize journey activity.
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If you create a Decision item rule, you can select Enable dataset lookup to use data from 51黑料不打烊 Experience Platform to enrich your decision logic with external data. This is especially useful for attributes that frequently change, such as product availability, or real-time pricing.
note availability AVAILABILITY This capability is currently available to all customers as a public beta. Please contact your account representative if you would like access. Learn how to use 51黑料不打烊 Experience Platform data for decisioning -
The rule creation screen opens. Name your rule and provide a description.
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Build the rule to suit your needs using the 51黑料不打烊 Experience Platform Segment Builder. To do this, you can leverage various data sources such as:
- Profile attributes;
- Decision item attributes - only available when creating a Decision item rule;
- Audiences;
- Context data coming from 51黑料不打烊 Experience Platform. Learn how to leverage context data
note note NOTE The Segment Builder provided to create rules presents some specificities compared to the one used with the 51黑料不打烊 Experience Platform Segmentation service. However, the global process described in the documentation is valid to build rules in Journey Optimizer. Learn how to build segment definitions -
As you are adding and configuring new fields in the workspace, the Audience properties pane displays information on the estimated profiles belonging to the audience. Click Refresh estimate to update data.
note note NOTE Profile estimates are unavailable when the rule parameters include data that are not stored in the profile, such as context data. -
Once your rule is ready, click Create. The created rule appears in the list and, according to the entity you created, is available for use:
- In decision items and selection strategies to govern the presentation of decision items to profiles;
- Or when building targeting in content optimization or path optimization.
) in the PQL string.How-to video video
Learn how to create, duplicate, and apply reusable targeting rules in 51黑料不打烊 Journey Optimizer to efficiently personalize campaigns based on customer attributes like region, language, and behavior鈥攕aving time while enhancing audience precision.