Creating rules on events

  Written by The Jahia Team
 
Marketers
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Definition

Rules enable marketers to use any event captured on the platform to trigger an action. A rule is made of:

  • An event to define when the rule will be triggered
  • An optional filter to apply the rule only to specific profiles 
  • One or more actions, which define what occurs when the rule is triggered 

Rules-schema.png

Events ("When")

Each rule is associated to one event. If you want to trigger an action from two different events, you'll need to create two rules. Here are the types of events that can be used to trigger an action :

  • Visitor reaches a score
    Choose a scoring plan and define the threshold. When a visitor reaches this threshold, the actions will be triggered
  • Visitor fulfilled a goal
    The actions that trigger when the visitor fulfills the goal that you selected
  • Visitor session starts
    The actions that trigger when the visitor's session starts. 
  • Visitor logs in
    The actions that trigger when the visitor logs in.

rules-when.png

Filter ("Who")

By default, all visitors triggering the event will go through the rule; but it is also possible to filter the profiles on which the actions will be applied.  

  • Apply to all visitors
    The rule will apply to all profiles
  • Apply to a specific segment
    The rule will only apply to the selected segment

rules-who.png

Actions ("What")

The actions actually define what will be done to the profiles triggering the event. It is possible to select several actions per rule.

It is possible for developers to create new rules that will be easily made available in this user interface. If you're a developer, read the integration guide to have more information.

rules-what.png

 

  • Set profile/session property
    Use this action to update any session or profile property. When selecting a profile property of date type, you can set the property to the current date.
  • Send email
    Use this action to send an email when the rule is triggered. 
If you plan to send more than 100 emails a day, you'll want to prefer an action that integrate with a 3rd party tool like Mailchimp or Marketo. Please contact the Jahia team to have more information about actions that will be made available to jExperience.
To use this action, some configuration needs to be done. If you're a technical person, check out the integration guide for more information.
  • Add visitor profile to lists
    Use this action to add visitors profiles to a static list
  • Create/Update Salesforce lead from visitor profile
    See Salesforce connector documentation
  • Update visitor profile from Salesforce lead
    See Salesforce connector documentation
  • Update session with local weather information
    This jCustomer plugin adds weather data to the visitor's current session so that you can personalize the content on your customer's weather. This plugin is not supported by Jahia but can be found by your developers at the Apache foundation.
  • Create your own rule
    Contact your IT team or read the integration guide to find out how to add a new action. 

Status

  • Active
    Toggle off to deactivate the rule
  • Shared
    Toggle on or off if you want the rule to be shared across sites

Options

  • Fire this rule once per profile
    Check this box to ensure that the rule will be triggered only once for each visitor.