Creating a custom event-based rule

While the available Actions and Event types vary according to the type of custom rule you are creating, the following steps are generally applicable to any digital messages, e-commerce, purchases, retail events, web browsing or similar event-based rule. 

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 on any Create Rule page, the appropriate new custom rule page displays, with:

  • The name of the segment shown as its title.
  • The type of rule, for example, Purchases, highlighted in a small box.

The system automatically generates a Rule name, consisting of the rule type 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, select the appropriate action for the rule, for example, Has not clickedHas an abandoned cart, Has an order line, or similar.
    If you select certain actions for an e-commerce, retail events or web browsing rule, such as Has web events, you can then define the Event type that is used for the interaction in the appropriate condition fields.
    For example, if you are creating an E-commerce rule and choose Has no e-commerce interaction as the action, with Equal to and added to cart as the Event type, all contacts who have never added something to their cart are selected.
    If the Event type condition is not displayed, try using the Add condition panel, as described below, to add the field and its controls, if it is available for the selected Action.
  3. If Occurrences is displayed, use the appropriate operator and value to define how often the Action should have taken place.
  4. Under Time frame, select when the 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.

  5. 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.
    If you select ALL, the number of relevant contacts, which is displayed at the top of the page, reduces as each condition is applied. If you select ANY, the number of contacts increases. See Combining conditions within a rule for more details.
  6. Define the conditions that apply to the rule, as follows:
    • The system displays pre-configured conditions, for example:
      • Order line type
      • Delivery ID
    • You can choose to:
      1. Apply none, one or any combination of these conditions.
      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 Field settings page, which can be accessed through the Settings tab in the Control bar. See Field settings for more details.
  1. Add further conditions, as follows:
    1. Use the Add condition panel to select the appropriate condition, for example, Event type, a product event property or similar, from the drop-down list.
      The new condition is added to the page.
    2. Select the appropriate operator, for example, Equal to, from the drop-down list in the first box.
      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 or select the appropriate value in the second box.
      The the input field type varies, according to the condition that you are defining. See Input field types for more details.
      Date-based input fields allow either:

        • An absolute date to be chosen, using the calendar widget.
        • 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.

  1. 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 added an item to their shopping cart on more than 10% of the occasions that they have interacted with your e-commerce site.

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