Creating rules on events

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 

Events ("When")

Each rule is associated to an 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
  Choose a goal, when the visitor fulfills the goal that you selected, the actions will be triggered.
• Visitor session starts
  When the visitor's session starts, the actions will be triggered.
• Visitor logs in
  When the visitor logs in, the actions will be triggered.
• A visitor profile is anonymized
  When the visitor anonymize his profile (for instance using the privacy manager), the actions will be triggered
• A visitor consent changes
  Choose a consent type, when the visitor updates his consent, the actions will be triggered.

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

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.

• 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. 

• Add visitor profile to lists
  Use this action to add visitors profiles to a static list
• 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.