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There are three types of rules you can set that affect when, where, and how your campaigns will display and who will see them.

This Article Explains

This article details the three types of rules you can set that affect when, where, and how your campaigns will display and who will see them.

Sections in this Article

Introduction

There are three types of rules you can set that affect when, where, and how your campaigns will display and who will see them.

  • Campaign-wide rules controls visibility at the campaign-level based on things like segments, location, device type, time of day, viewer actions, page, and/or company or industry. Set rules at the campaign level when you want to holistically control how a campaign displays
  • Experience-level rules are available only for rule-based campaigns. They control qualification criteria of campaign experiences based on location, page, and viewer specifics (segments, visit referrer, referring campaign, operating system, browser)
  • Message-level rules control visibility at the message-level based on viewer device type, visit frequency, and user behavior like time on page and page scroll behavior

For example, suppose you have a campaign with device-specific messages that you only want to display to returning visitors from your six target cities. A campaign-level Visit Count rule determines whether the visitor sees the campaign based on a previous visit to your site. Next, experience-level rules will filter who sees which message based on the selected locations. Finally, device-specific rules for this campaign are set at the message level because you created different versions of your message for each device type.

This article will detail how and where to set campaign-wideexperience-level, and message-level rules.

 

Get Started

All rules are added in the Campaign or Visual Editor. If you are not currently editing a campaign:

  1. In Channels & Campaigns, select the channel the campaign was created for (WebMobile, or Email)
  2. Select Campaigns
  3. Select the campaign folder or narrow results by clicking Search and selecting and entering the Name, Folder, State, Last Modified By, or Segment Target
  4. Select the campaign
  5. Click EDIT


Campaign Wide Rules

  1. Select SETUP
  2. Select CAMPAIGN SETTINGS
  3. In the Campaign Wide Rules section, click  under the desired group of rules

    See Campaign Wide Rule Categories and Options below for more information

  4. Click Select... to select a rule category and subcategory
  5. Complete the other options, which will vary by category and rule
  6. Click  to add additional rules for the same campaign
  7. If you include multiple rules in the same campaign, visitors must satisfy all rules to qualify for the campaign (AND)

Set Campaign Schedule

You can use the Set Schedule option to define when your campaign will show. You can configure a start and/or end point, and/or choose to display your campaign only during specific hours for a time period or for all time. The specific times you set are based on your local time zone. That means that if you set the campaign to display from 2PM - 6PM and you are in EST, visitors in PST will still see the campaign from 11AM - 3PM local time (PST).

  1. Click SET SCHEDULE 
  2. Select Start, then click  to set the start date and click  to set the start time. If you do not set a specific start time, the campaign will start immediately when you change the campaign state to Published
  3. Select End, then click  to set the start date and click  to set the start time. If you do not set a specific end time, the campaign will run until you change the campaign state to Testing or Disabled
  4. Select During specific hours to display your campaign only during set hours of the day. Click and drag to select time blocks. Times can be consecutive or random

Campaign Wide Rule Categories and Options

Target Users—define who will see the campaign based on one or more of the following options:

Segment—specific segment(s) viewer does or does not belong to. If you include multiple segments, they will be considered with AND logic

Geographyphysical location of the visitor within or near a city, metro, state/region, zip code, country, or latitude/longitude. If you include multiple locations, they will be considered with OR logic

Weather–weather conditions, temperature, or wind speed at visitor's location. If you include multiple conditions, they will be considered with OR logic

Visit Referrer—how the viewer came to the site either by URL, medium, source name, search terms, domain, or sub-domain. If you include multiple referrers, they will be considered with OR logic

Visit Count—number of visits is at least, at most, or between a specified number of visits

Referring Campaign—set the external campaign that referred the viewer

Company Name*—viewer's company contains or does not contain one of the ones defined. If you include multiple referrers, they will be considered with OR logic

Industry*—viewer's industry includes or does not include one of the ones defined. If you include multiple referrers, they will be considered with OR logic

ISPviewer's internet service provider contains or does not contain one of the ones defined. If you include multiple referrers, they will be considered with OR logic

Source**—if you have a mobile app, you can select this rule to target users of that app

Device Type—viewer is using a desktop, tablet, mobile phone, game console, digital media receiver, or unknown device. If you include multiple device types, they will be considered with OR logic

Operating System viewer is using one of the selected operating systems. If you include multiple operating systems, they will be considered with OR logic

Browserviewer is using one of the selected browsers. If you include multiple browsers, they will be considered with OR logic

*you must have B2B Detect to see this option

**only available if you have a mobile app

 

Visit Behavior—specifics about when, duration, frequency, and viewing habits of a viewer

Current Visit Duration—length of the duration is more than, less than, or between a specified number of seconds or minutes

Page Count—number of pages viewed during the visit is more than, less than, or between a specified number of pages

 

Target Pages—by default campaigns are added to all pages but you can choose which page or action you want the campaign to show on

With URLshow on pages that have a specific URL or have or don't have URL fragments. If you include multiple URLs, they will be considered with OR logic

With Action—show after viewer completes a specific action. If you include multiple actions, they will be considered with OR logic

With Item Action—show after article or item views, purchases, and other visitor behaviors. If you include multiple item actions, they will be considered with OR logic

 

Set Schedule—control when your campaign will display. See Set Campaign Schedule  section for detailed information

 

Experience Level Rules

If you set experience level rules, each experience needs a qualifying rule. Visitors who qualify for the campaign will see the first experience in the list for which they qualify. If you set a control percentage, it will apply only to visitors who have qualified for the experience.

  1. Still in SETUP, at the left, select EXPERIENCES
  2. Select Rule-Based as the Test Mode
  3. To include a control group, set the percentage of qualified viewers (viewers must qualify for an experience to be in the control group) in the Control field
  4. Select the first experience that will have rules
  5. In the Experience Level Rules section, click  under the desired group of rules

    See Experience Level Rule Categories and Options below for more information


  6. Select a rule category (and sub category if available) from Select Rule Type
  7. Complete the other options, which will vary by category and rule 

  8. Click  to add additional rules for the same experience
  9. If you include multiple rules in the same experience, visitors must satisfy all rules to qualify for the experience (AND)

 

Experience Level Rules Categories and Options

Target Users—define who will see the experience based on one or more of the following options:

Segment—specific segment(s) viewer does or does not belong to. If you include multiple segments, they will be considered with AND logic

Geographyphysical location of the visitor within or near a city, metro, state/region, zip code, country, or latitude/longitude. If you include multiple locations, they will be considered with OR logic

Weather–weather conditions, temperature, or wind speed at visitor's location. If you include multiple conditions, they will be considered with OR logic

Visit Referrer—how the viewer came to the site either by URL, medium, source name, search terms, domain, or sub-domain. If you include multiple referrers, they will be considered with OR logic

Referring Campaign—set the external campaign that referred the viewer

Company Name*—viewer's company contains or does not contain one of the ones defined. If you include multiple referrers, they will be considered with OR logic

Industry*—viewer's industry includes or does not include one of the ones defined. If you include multiple referrers, they will be considered with OR logic

ISPviewer's internet service provider contains or does not contain one of the ones defined. If you include multiple referrers, they will be considered with OR logic

Device Type—viewer is using a desktop, tablet, mobile phone, game console, digital media receiver, or unknown device. If you include multiple device types, they will be considered with OR logic

Operating System viewer is using one of the selected operating systems. If you include multiple operating systems, they will be considered with OR logic

Browserviewer is using one of the selected browsers. If you include multiple browsers, they will be considered with OR logic

*you must have B2B Detect to see this option

 

Target Pages—by default experiences are added to all pages but you can choose which page or action you want the experience to show on

With URLshow on pages that have a specific URL or have or don't have URL fragments. If you include multiple URLs, they will be considered with OR logic

With Action—show after viewer completes a specific action. If you include multiple actions, they will be considered with OR logic

With Item Action—show after article or item views, purchases, and other visitor behaviors. If you include multiple item actions, they will be considered with OR logic

 

Message Level Rules

On the Rules tab you can define at the message level who sees your message, when, based on what user behavior, and based on what target pages have been viewed or interacted with as well as based on what device is being used. 

  1. Click outside of the  SETUP  modal to close Campaign Setup  (or click SETUP)
  2. Click  next to the message you want to set rules for
  3. The default rule is Device type is one of DesktopTablet 
  4. Click  under the desired group of rules to add additional rules 

    See Message Rule Categories and Options below for more information

  5. Select a rule category (and sub category if available) from Select Rule Type
  6. Complete the other options, which will vary by category and rule

  7. Click  to add additional rules for the same message
  8. If you include multiple rules in the same message, visitors must satisfy all rules to qualify for the message (AND)
  9. When you have finished updating message level rules, click OK 
  10. Click SAVE or SAVE & CLOSE at the top right of the campaign window to save your campaign changes

 

 

Message Rule Categories and Options

Device—define whether this message will appear for viewer on desktops, tablets, mobile phones, game consoles, digital media receivers, or unknown devices

 

Target Pages—by default messages are added to all pages but you can choose which page or action you want the message to show on (example: your message is tied to the login button which appears on every page, but you only want to show the message on the home page)

CSS Selector trigger the message based on whether a page contains/does not contain a specific CSS Selector. If you include multiple selectors, they will be considered with OR logic

With URLtrigger the message based on the URL of the page or pages you want to include the message (i.e. you want your message to appear on your catalog pages which all have the word “catalog” in the URL). If you include multiple URLs, they will be considered with OR logic

With Action—if you want to specify the page by defined page name (pages defined in Action Mapping will appear here). If you include multiple actions, they will be considered with OR logic

With Item Action—show after article or item views, purchases, and other visitor behaviors. If you include multiple item actions, they will be considered with OR logic

 

Display Frequency—add this rule if you want to adjust how often a visitor sees a message, based on:

Current Visit—set the maximum number of times the message will display per visit

All-time—set the maximum number of times the message will display for all time regardless of the number of visits

Interval—set the maximum number of times the message will display over a period of minutes, hours, or days

 

On Page Behavior—add this rule to display a message after:

Time on Page (Delay)—the viewer must on the page for a certain amount of time before you give them a message (i.e. viewer is reading an article about the importance of drinking more water and after 15 seconds of reading you want a message to come up about ordering home delivery of bottled water)

Page Scroll—the viewer must scroll a certain percentage of the page. This is an indicator of engagement and a good time to serve a particular message

Inactivity—If a user in inactive on the page for a certain number (or fraction) of seconds or minutes, the message will appear

Bounce—this is typically used deliver messages to users who are about to leave your page (“second chance” messages).Typical parameters for a "second chance" message are .05 seconds of Delay and Inactive space is 20px in Location, Top

 

 

Campaign Overview

The campaign Overview screen and tab provide a high-level view of the campaign and experience rules as well as other configurations made in Campaign Setup.

Access Campaign Overview Screen

The campaign Overview screen can be accessed from the Setup menu when you are editing a campaign.

  1. Log into the Evergage platform
  2. In Channels & Campaigns, select the channel and [channel] campaigns. For example, select Web > Web Campaigns
  3. Search for and select the campaign
  4. Double click or click Edit to open the campaign
  5. Select SETUP
  6. Select OVERVIEW
  7. On this screen, you'll see details about the campaign on the OVERVIEW screen. All campaign and experience level rules will be listed along with other details about each experience, the test mode of the campaign, size of the control group, priority, goal, and how the goal will be measured. You can also preview each experience for 30 minutes in your browser by clicking  

Access Campaign Overview Tab

The campaign Overview tab can be accessed from the campaign list screen.

  1. Log into the Evergage platform
  2. In Channels & Campaigns, select the channel and [channel] campaigns. For example, select Web > Web Campaigns
  3. Search for and select the campaign
  4. At the bottom of the campaign list screen for the selected campaign, you'll see details about the campaign on the Overview tab. All campaign and experience level rules will be listed along with other details about each experience, the test mode of the campaign, size of the control group, priority, goal, and how the goal will be measured. You can also preview each experience for 30 minutes in your browser by clicking