The Create custom purchases rule page

Note:
See Using data types, input fields and operators for more about the fields and operators that are available in the UI.

When you click Create custom rule, the new purchases custom rule page displays, with the name of the segment shown as its title and Purchases highlighted in a small box. The system automatically generates a Rule name, consisting of the words New Purchases and the time. Do the following:

1. Select the system generated name and enter one of your choice.
   Ensure that the name you use is unique, descriptive of the rule, and can easily be recognized by yourself and others in the future.
2. Under Action, click the downwards pointing arrow to the right of the box, and select the appropriate purchases action for the rule, for example, have an order line.
   Note:
   The following purchase actions are available:
   • Have purchased.
     Contacts that have made a purchase. The conditions are applied to the whole order.
   • Have not purchased.
     Contacts that have not made a purchase. The conditions are applied to the whole order.
   • Have an order line.
     Contacts that have made a purchase. The conditions are applied to the order line.
   • Do not have an order line.
     Contacts that have not made a purchase. The conditions are applied to the order line.
3. Under Time frame, select when the purchases action should have taken place.
   Three options are available:
   • Anytime.
     The action can have taken place at any time. No further options are displayed.
   • In date range.
     Click the Calendar icon in each box and define the date range.
     The action must have taken place:
     • After the first date.
       Only the first date field should be completed.
     • Before the second date.
       Only the second date field should be completed.
     • Between two dates.
       Both date fields should be completed.
   • In last…
     The action must have taken place in the defined time period.
     1. Enter a numeric value in the first box, for example, 3.
     2. Click the downwards pointing arrow to the right of the second box, and select days, weeks, months, or years.

   See Time frame conditions for more about time frames.

4. Under Match, select whether the contacts that are to be identified by the rule, should match ALL of the conditions you define in the next steps, or ANY of them.
   Note:
   If you select ALL, the number of relevant contacts in the database, which is displayed to the right of the page at the top and bottom, reduces as each condition is applied. If you select ANY, the number of contacts increases. See Combining conditions within a rule for more details.
5. Define the conditions that apply to the rule, as follows:
   • The system displays pre-configured purchase conditions, for example:
     • Order line type
       The order line category, for example, Return, Regular sale.
     • Store category
       The category of the store where the order was made.
   • You can choose to:
     1. Apply none, one or any combination of these conditions.
        or:
     2. Delete them as appropriate, by clicking the Bin icon.

Note:
The conditions that are initially displayed are configured on a customer-by-customer basis, when the system is set up. They can be changed at any time, using the Segmentation settings page, which can be accessed through the Settings tab in the Control bar. See Segmentation settings for more details.

6. Add further conditions, as follows:
   1. In the Add condition panel, click the downwards pointing arrow to the right of the box, and select the appropriate condition, for example, Store country, from the drop-down list.
      The new condition is added to the list.
   2. Click the downwards pointing arrow to the right of the first box, and select the appropriate operator, for example, Equal to, from the drop-down list.
      Note:
      The first box may display a different list of operators, according to the type of condition being defined. See Operator types for more details.
   3. Enter the appropriate value in the second box.
      Note:
      Depending upon the condition that you are defining, the second box may be:
      1. • An automated search field. 
         • A free text search field. 
         • A drop-down list or a drill down enabled list. 
         • A date and time field. 
         • A Relative date field. 
         • A numeric data field. 
         • A checkbox

      Date-based input fields allow either:

      1. • An absolute date to be chosen, using the calendar widget.
           or:
         • A relative date to be selected, such as one week ago, or two months in the future.

    

   Click the opposing horizontal arrows icon, to the right of the calendar or relative date field, to change to the other field type. See UI icons for a description of each icon displayed in the UI.

7. When you are finished, do the following:
   1. If you want to create a preset from the rule you have defined, click Save as preset, before you apply the rule to the segment.
   2. Click Add to apply the rule to the segment, or Cancel to abort the process.
      You are returned to the New segment page and the rule is added to the Rule list area of the Segment Summary panel.

% threshold condition

The % threshold condition is used to identify contacts whose activities satisfy a percentage range that is applied to a specific event type, while also meeting the other conditions defined for the rule. For example, contacts who have opened messages with the subject Special Offer on more than 10% of the occasions that they have opened messages.

Note:
The % threshold condition can only be applied if at least one other condition is set in addition the Action and Time frame fields.

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