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Creating and Using Rules

In different sections of DreamCampaigns app you'll find the Rule Generator, where you need to create logic to generate some output. Here we'll show you how the rules work and how to use them.

You'll find the rule generator in  List Segmentation, Automated Journeys, Revenue Targets and Targeted Site Messages. In each of these sections you're accomplishing different outcome, but using the rule generator does not change, the methods and logic are all the same, in all of cases above we're using filters and queries to reach our goal.

Creating a Rule

You can either create rules by clicking Add rule or Add group, the difference is in how your rules will be evaluated. Each group consists of rules that would together evaluate the group. If you select Add rule each rule is evaluated by its own (or) whereas if you select Add group all rules in that group will be evaluated together (and).  You can create as many rules and groups to further your filter. At any point if you like remove all rules and start over, you click on the red Reset button to clear all rules.

query.png

Click the Add Group on menu to create a group for your first rule. An attribute dropdown will appear, select an attribute that you like to filter on.

After you've selected an attribute, you then need to apply a condition to it to create a rule. For example, the screenshot below shows the attribute "Email" with the condition "contains" which would select all gmail emails. The value entered is "gmail", so the rule created for this segment is: email contains @gmail.com.

segment-select.png


In the example below, we're looking for all subscribers that have first name AND they live in USA.

query-example.png


In the example below, we're looking for all subscribers that Either have first name AND they live in USA OR their join date is on or after 06/24/2015.

query-example-2.png


Each attribute has a specific set of conditions that can be applied to it. Here's another example where Email Client equals Outlook has been selected to build a rule:

segment-select2.png

When to use Rule versus Group

You can connect rules in a segment using both AND and OR, but first, this is how to use one or the other:

  • Use Group to connect rules when you want to group the rules who match all of the rules in that group.
  • Use Rule to connect rules when you want to group subscribers who match any of the rules.