Creating rule

To create rules, specify the segment conditions and the content to be shown to a visitor, which belongs to that segment.

To create a new rule, complete the following actions:
  1. Log in to Acoustic Personalization.
  2. In the menu, go to Acoustic Personalization and click Zones.
  3. Select the channel for which you want to create the rule.
  4. Click Actions > View details next to the zone for which you want to create a rule.
  5. In the Content personalization pane, click New rule.
  6. In the Select personalization type pop up, click Rule based personalization, and then click Next.
  7. In the Rule name field, enter a unique rule name for the rule.
    Note:
    • Rule name can only contain alphanumeric characters and it cannot be more than 100 characters.
    • Rule name must be unique across all the channels within an organization.
  8. In the Control group field, enter control group percentage.
  9. The No limit radio button is selected by default for the field Maximum rule impressions. You can select the other radio button if you want to set a value for Maximum rule impressions. You can then enter the value in the input box.
  10. Select a primary goal. The click target shows the current zone selected.
  11. Select the Rule duration.
  12. Do one of the following actions:
    • From the Start list, when you select value, such as “When published” the rule is scheduled to start as soon as you publish the rule.
    • From the Start list, when you select value, such as “Specified date and time”, you can select a start date by specifying the specific date and time in the calendar.
  13. Do one of the following actions:
    • From the End list, when you select value, such as “When unpublished” the rule is scheduled to end immediately after you unpublish the rule.
    • Similarly, from the End list, when you select value, such as “Specified date and time”, you can select an end date by specifying the specific date and time in the calendar.
    Note: The start date must be before the end date.
  14. Click Next.
  15. You can review the details. Click Next.
  16. Select the content to be shown for personalization. Do one of the following actions:
    • If the content management system registered with Acoustic Personalization is Acoustic Content, complete the following steps:
      1. Click Select content link. The Acoustic Content Palette pop-up window displays.
      2. Browse the content from the Acoustic Content window. Use the Search bar to find the content type (video, image, text, xml) that you are looking for in the palette.
      3. The Content location field displays the path of the selected content in Acoustic Content.
    • If the content management system registered with Acoustic Personalization is Acoustic Content, complete the steps if you want to specify HTML blob:
      1. Enter the content in the form of HTML blob in Content field.
    • If the content management system registered with Acoustic Personalization is Other, complete the following steps:
      1. Enter the content in the form of URL or HTML blob in Content field.
      2. Select either HTML snippet or URL from the Content type field according to the content entered in the Step (a).
        Note:
        When you select the HTML snippet option, ensure that the content source is provided in the form of a valid HTML tag,
        such as <img> tag along with the source attribute.
        When you select the URL option, ensure that the content source is provided in the form of a valid URL.  
  17. Click Create rule.
  18. Do any one of the following:
    • To select an existing segment, complete the following steps:
      • In the Segment pane, click Select segment.
      • Select segment pop-up is opened which lists all the segments from the Segment library.
      • You can search a segment from the left pane. The selected segment (Inclusion and exclusion conditions) is shown on the right pane.
        Tip: You can create complex segment conditions by using multiple AND or OR operators to form a nested hierarchy. For more information, see "How do I create complex conditions?"
      • To select the segment, click Select.
    • To create a new segment, complete the following steps:
      • Click New segment. In the Create segment screen, provide the required details and click Next. For more information about adding segment conditions, see "How do I create a new segment?"
      • To save and select the segment, click Save and select.
  19. The segment conditions that you selected are displayed in the Segment section.
  20. Do one of the following actions:
    1. To save the rule, click Save. The rule is saved as draft and is available in the Rule editor tab.
    2. To publish the rule, click Save and publish. The rule is published and is displayed in the Published rules tab.
      Note: The rule will be published but will not run or be applied until the start date.

Creating draft rule

You can edit the published rule by creating a draft copy of the rule and update the data like the rule name, content, duration, and segment to which the personalization is targeted.

To create a draft rule, complete the following actions:

  1. Log in to Acoustic Personalization.
  2. In the menu, go to Acoustic Personalization and click Zones.
  3. Select the zone for which you want to update the rule, and click Actions > View details.
  4. To view the published rules, click Published rules.
  5. Click action menu of the rule that you want update, and then click Create draft. The Rule details pane opens. A text string _draft is displayed next to the Rule name field.
  6. You can do the following actions:
    • In the Rule configuration, click Edit.Type the rule name, control group percentage. Select the primary goal, and the rule duration start date and end date. To save your changes, click Save.
    • To update the content, select the content using the Content pane.
    • To edit the segment details, go to Segment pane, click Change segment.
      Tip: For more information, see Creating a segment
  7. Click Save.The rule is updated and is saved as draft.