Not sure where to begin building your Personalisation rules? This article will give you an overview of all the rules currently available within the Personalisation module, as well as an example application of each type.
Parameters in bold are what you define in the Rule Builder.
Views
These rules relate to products, categories, or pages a user has viewed (or not viewed!).
- Has/Has Not viewed Product XYZ in the last X days
- Has/Has Not viewed product within Category XYZ in the last X days
- Has/Has Not viewed Page XYZ in the last X days
Example of use
Target users who have viewed the 'Endurance T10 Treadmill' within the last 5 days. Let them know it's currently on promotion - 20% off!
Purchases
These rules are focused on what the user has purchased, how much they have spent, or what's currently in their cart to be purchased.
- Has/Has Not purchased Product XYZ in the last X days
- Has/Has Not purchased product(s) within Category XYZ in the last X days
- Purchased $Dollars or More/Less worth of products in the last X days
- Placed X or More/Less orders in the last X days
- Does/Does Not have Product XYZ in their cart
- Does/Does Not have product within Category XYZ in their cart
- Has $Dollars or More/Less worth of products in their cart
Example of use
Favourites
These rules are based on the contents of the user's Favourites / Wishlist.
- Added Product XYZ to their favourites in the last X days
- Added product within category XYZ to their favourites in the last X days
- Does/Does Not have Product XYZ in their favourites
- Has/Has Not product within Category XYZ in their favourites
Example of use
User characteristics
Who is the user? A specific person or someone with a particular website role? Someone who's been absent for awhile or a frequent visitor?
- UserID/EmailAddress Is / Is Not XYZ
- Does/Does Not have Role of XYZ
- Last Visit was X days ago or More/Less
Example of use
